Bank of America
Financial Solutions Advisor - Registration Candidate - Tulsa Area
Tulsa · Full-time · Posted Oct 22, 2026
- Experience
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired; no minimum experience stated as a requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then serves financial-center clients by assessing their needs, recommending banking and investment solutions, and building client relationships.
What you'll do
- Obtain securities licenses and complete advisor training.
- Assess clients’ financial needs and provide advice, reviews, presentations, and appropriate strategies.
- Build client relationships and connect clients with Bank of America and Merrill banking and investment solutions.
What they ask for
- Aptitude for obtaining required industry licenses, including stated SIE, Series 7, and Series 66 deadlines (63 & 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability to new technology, ability to manage multiple tasks, and a results-driven approach that prioritizes client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services or sales experience; Spanish speaking.
Tools
SIE, Series 7, Series 66, 63, 65
Model-written summary · the original posting is authoritative