Financial Solutions Advisor - Oklahoma Market

Bank of America

Oklahoma, US
Financial planning and investment recommendations
Client lead triaging and referrals
Brokerage products and banking solutions
Bank of America is committed to helping make financial lives better through the power of every connection

Job Summary

  • Bank of America is committed to helping make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • The company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility.

Matching Summary

Bank of America is committed to helping make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • Financial planning and investment recommendations
  • Client lead triaging and referrals
  • Brokerage products and banking solutions
  • Risk mitigation in daily activities
  • New client engagement and referrals

Nice-to-have

  • Building and nurturing strong relationships
  • Effective communication and client engagement
  • Adapting to new information and seeking solutions
  • Thorough regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses
  • One year investments industry experience
  • One year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter