Investment & Financial Planning Advisor
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-08-09
Listing for:
Bank of America
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America in Oklahoma City seeks a financial services professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals with brokerage products and banking solutions.
You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and ensure compliance with licensing and SAFE Act requirements. This role demands strong client service and regulatory awareness.
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