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Strategic Wealth Planner: Craft Bespoke Financial Plans
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-07-26
Listing for:
Bank of America
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America Merrill Wealth Management seeks professionals to collaborate with Financial Advisor teams, delivering comprehensive financial planning and investment guidance tailored to client goals. You will analyze data, craft robust plans, and nurture relationships with internal specialists.
The role requires Series 7/63/65/66 licenses (or equivalents), SAFE Act registration, and CFP/CPWA or similar credentials, with strong communication and client service skills to support growth and risk
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