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Wealth Planning Associate: Build Robust Financial Plans
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America is seeking a Wealth Planning associate in Oklahoma City to collaborate with Financial Advisor teams and provide comprehensive financial planning solutions. The role involves identifying strategic investment opportunities and building robust financial plans.
Ideal candidates will have strong communication skills, experience with wealth management products, and must hold appropriate certifications like Series 7 and CFP. The position offers a structured first shift with 40 hours per week.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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