Bank of America
Financial Solutions Advisor - Oklahoma City Area
Oklahoma City +2 · Full-time · Posted Oct 7, 2026
- Location
- Oklahoma City
Edmond
Norman - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment. Desired: at least three years in financial services and/or such a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, builds financial plans, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal providers based on needs and asset thresholds.
- Engage potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); specified missing-series license may be completed within 60 days after an offer.
- At least one year of investments-industry experience, including investment training and in-depth product and service knowledge.
- At least one year in financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Bilingual Spanish speaking.
- Strong computer skills; additional designations such as CFP or CRPC, insurance licenses, or at least three years of relevant financial-services and/or sales experience.
Model-written summary · the original posting is authoritative