Investment & Financial Planning Advisor
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build plans with brokerage products, including stocks and bonds.
Required licenses (Series 7 & 66; or 63/65 as a substitute) and at least 1 year in investments/financial services are essential.
The Investment & Financial Planning Advisor role at Bank of America is now open for applications in Oklahoma City, OK, United States.
Join us at Bank of America as our next Investment & Financial Planning Advisor in Oklahoma City, OK, United States.
We are currently recruiting a Investment & Financial Planning Advisor for our team in Oklahoma City, OK, United States.
This is a great opening to take on the Investment & Financial Planning Advisor role at Bank of America.
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