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Wealth & Investment Advisory Specialist

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Bank of America is seeking a client advisor in Oklahoma City, OK. The role focuses on providing comprehensive financial advice and customized solutions to clients. Responsibilities include planning financial goals, recommending investment strategies, and ensuring compliance with SAFE Act requirements. Ideal candidates will have a strong background in financial services with relevant licenses. Join our team to help clients achieve their financial aspirations while working in a supportive environment.
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