Client-Focused Financial Planner & Investment Advisor

Bank of America; Norman (OK); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a licensed financial advisor to deliver comprehensive financial guidance, build plans with brokerage products, and coordinate with business partners to meet client goals.

The role emphasizes client relationships, regulatory compliance, and ongoing licenses while supporting a multi-location market approach and evolving center assignments.

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66)
• 1+ year in investments industry or financial services
• 1+ year in sales with goals met/exceeded
• Strong relationship building and communication skills

Responsibilities

• Plan short- and long-term financial goals with brokerage products and banking solutions
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to appropriate internal partners
• Mitigate and control risk as part of daily activities
• Engage potential new clients through referrals or existing center clientele
• Provide coaching and feedback to referral partners based on client needs

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a licensed financial advisor to deliver comprehensive financial guidance, build plans with brokerage products, and coordinate with business partners to meet client goals.

The role emphasizes client relationships, regulatory compliance, and ongoing licenses while supporting a multi-location market approach and evolving center assignments.