Wealth Planner - EGP
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-08-03
Listing for:
Bank of America
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Job Overview
Wealth Planning associate role working with Financial Advisor teams to provide comprehensive financial planning solutions, identifying strategic investment opportunities and building robust financial plans.
Responsibilities- Leverage extensive financial data to identify possible solutions to meet client needs and goals.
- Schedule, prepare, and attend client meetings to review plans, capture changes, and discuss next steps.
- Monitor, update, and maintain client information in a related planning tool on a consistent basis.
- Engage with specialists and partners to address client needs and deliver solutions.
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- SAFE Act registration; must complete the federal registry system and remain in good standing.
- CFP or CPWA designation and/or maintain at least one firm-approved designation.
- Strong communication, relationship‑management, and analytical skills.
- Understanding of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management.
- Comprehensive knowledge of the suite of Wealth Management products and services.
- Business Development, Client Investments Management
- Portfolio Analysis, Portfolio Management, Wealth Planning
- Causation Analysis, Client Management, Data Visualization
- Risk Modeling, Trading and Investment Analysis, Investment Management, Referral Identification
High School Diploma / GED / Secondary School or equivalent.
Shift and Hours1st shift (United States of America) – 40 hours per week.
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