Personal Financial Solutions Advisor

Bank of America; Bixby (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America in Oklahoma City area is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage and banking products.

You will triage client leads, refer to partners, meet with clients to review goals, and build lasting relationships while pursuing the required licenses and staying compliant with SAFE Act.

Qualifications

• Requires pursuit of industry licenses.
• Strong client relationship skills and a consultative sales approach.
• Ability to explain financial concepts clearly to clients.
• Experience with brokerage products and banking solutions is a plus.
• Willingness to obtain required FINRA licenses (SIE, Series 7/63) as applicable.

Responsibilities

• Plan clients' financial goals with brokerage and banking products.
• Recommend investment strategies aligned with client needs.
• Triages client requests and refers to internal partners based on assets.
• Identify and engage new clients through referrals and center relationships.

Skills

Client Relationship Management

Financial Planning

Investment Advisory

Sales & Referrals

Risk Management

Oral Communications

Time Management

Licenses & Compliance

Education

High School Diploma / GED

Job description

Bank of America in Oklahoma City area is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage and banking products.

You will triage client leads, refer to partners, meet with clients to review goals, and build lasting relationships while pursuing the required licenses and staying compliant with SAFE Act.