Strategic Financial Planning & Investment Advisor

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

Job summary

Bank of America in Edmond, OK is seeking a financial advisor to provide tailored guidance to clients, triage leads, and refer to business partners based on asset thresholds. You will meet with clients to review goals, build financial plans, and recommend brokerage products.

This role requires licenses (Series 7 & 66 or 63/65), at least one year in investments, and a track record in a sales environment. Training will occur at a financial center with potential transition to a phone-based capacity;

Qualifications

• Series 7 & 66 licenses required (63/65 acceptable if 66 not held).
• Minimum 1 year in investments or financial services.
• Sales experience with goals met or exceeded.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investments aligned with client goals.
• Triages client requests and referrals to internal providers.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Coach and provide feedback to referral partners about client needs and product opportunities.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies & Guidelines

Risk Management

Written Communications

Education

High School Diploma

Job description

Bank of America in Edmond, OK is seeking a financial advisor to provide tailored guidance to clients, triage leads, and refer to business partners based on asset thresholds. You will meet with clients to review goals, build financial plans, and recommend brokerage products.

This role requires licenses (Series 7 & 66 or 63/65), at least one year in investments, and a track record in a sales environment. Training will occur at a financial center with potential transition to a phone-based capacity;