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Strategic Financial Solutions Advisor
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-08-14
Listing for:
Bank of America
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in the United States seeks a client-focused financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners, and meet with clients to review goals and recommend products, including brokerage and mortgage offerings.
The role requires pursuing licenses, strong relationship-building skills, and the ability to manage multiple tasks in a fast-paced environment while maintaining a client-first mindset.
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