Client-Focused Financial Solutions Advisor

Bank of America; Norman (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized financial solutions. You will triage leads, coordinate referrals, discuss goals with clients, and build detailed financial plans including brokerage products.

Role requires FINRA licenses (Series 7 & 66 or 63/65), and relevant experience in investments or financial services. Bilingual Spanish and insurance licenses are a plus.

Qualifications

• Holds Series 7 & 66 licenses (or 63/65 with condition of passing missing series).
• At least 1 year in investments or financial services; sales background beneficial.
• Strong relationship-building and client-focused mindset; capable of meeting goals.
• Bi-lingual Spanish is a plus and insurance licenses are beneficial.

Responsibilities

• Triages client leads and refers to business partners based on needs and assets.
• Meets with clients to review financial and investment goals and builds financial plans.
• Recommends banking and investment strategies aligned with client goals.
• Maintains regulatory due diligence and SAFÉ Act compliance in daily activities.
• Identifies potential new clients through referrals and internal networks.
• Provides coaching to referral partners and ensures risk controls are followed.

Skills

Causation Analysis

Written Communications

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Client Management

Policies, Procedures, and Guidelines

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized financial solutions. You will triage leads, coordinate referrals, discuss goals with clients, and build detailed financial plans including brokerage products.

Role requires FINRA licenses (Series 7 & 66 or 63/65), and relevant experience in investments or financial services. Bilingual Spanish and insurance licenses are a plus.