Strategic Financial Planner & Advisor

Bank of America; Edmond (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in Edmond, OK is seeking an experienced financial advisor to deliver tailored investment advice and banking solutions. You will triage client leads, refer to appropriate partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals.

You will build comprehensive financial plans and recommend brokerage products while pursuing required licenses and trainings, including SAFE Act considerations.

Qualifications

• Series 7 and 66 licenses (or 63/65).
• 1+ year experience in investments or financial services with sales targets.
• Ability to build financial plans and refer to internal partners by client needs and assets.
• Must be able to work Monday through Friday; SAFE Act requirements may apply.

Responsibilities

• Works with clients to plan short- and long-term financial goals with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and connects them to internal service providers by asset thresholds.
• Mitigates risk as part of daily activities.

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

Risk Management

Written Communications

Client Management

Policies, Procedures, and Guidelines

Causation Analysis

Education

High School Diploma / GED

Job description

Bank of America in Edmond, OK is seeking an experienced financial advisor to deliver tailored investment advice and banking solutions. You will triage client leads, refer to appropriate partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals.

You will build comprehensive financial plans and recommend brokerage products while pursuing required licenses and trainings, including SAFE Act considerations.