Financial Solutions Advisor - Oklahoma City Market

Bank of America Merrill Lynch

Oklahoma City, Oklahoma, United States
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must hold current Series 7 and Series 66 (or 63/65) licenses and complete required SAFE Act registration.
  • The position requires triaging client leads, building financial plans, and making referrals based on asset thresholds and client needs.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Series 7 license
  • Series 66 license
  • 1 year investments experience
  • SAFE Act registration
  • High School Diploma

Work Rights

Not specified

Tailored Resume

Cover Letter