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Financial Consultant Financial Sales

Financial Solutions Advisor - Build Client Investment Plans

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Solutions Advisor to deliver personalized financial advice and solutions to clients. The role requires building strong client relationships and effectively managing their financial goals using brokerage products. Candidates should have at least one year of experience in the investment industry and possess Series 7 & 66 licenses. This full-time position operates Monday to Friday, offering a comprehensive benefits package and opportunities for career growth.
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