Financial Solutions Advisor: Craft Custom Investment Plans
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-24
Listing for:
Bank of America
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks a dedicated financial advisor to deliver tailored guidance and brokerage solutions, helping clients achieve their financial goals.
You will triage leads, refer to internal partners, meet clients to review plans, and build financial strategies while maintaining regulatory compliance. This role emphasizes relationship building, goal setting, and long‑term service, with training and licenses required.
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