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Financial Planning & Investments Advisor — Oklahoma Market
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-06-04
Listing for:
Bank of America
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America in Tulsa is seeking a qualified financial advisor to provide tailored financial solutions to clients. The role involves assessing client needs, introducing investment products, maintaining compliance with regulations, and building financial goals for clients.
The ideal candidate will have strong communication skills, a minimum of one year in the investment industry, and must hold the Series 7 & 66 licenses. The position offers a dynamic work environment with a full-time schedule of 40 hours per week.
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