Wealth Advisor, Oklahoma Market Growth

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

Job summary

Merrill Wealth Management seeks a dynamic contributor for its Advisor Development Program – Financial Advisor. You will work with high‑net‑worth clients, identify needs, build relationships, and deliver comprehensive recommendations aligned with goals while being mentored by experienced advisor teams.

You will develop a foundation in investment products, portfolio construction, and client service, with training to advance toward a licensed advisory role.

Qualifications

• Current Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or sales with goal attainment.
• In‑depth knowledge of investment products and services.
• Proven ability to engage with and influence others.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and capitalize on referrals.
• Recommend investment products and services suitable for prospects based on objectives and risk.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Active Listening

Referral Management

Trading

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management seeks a dynamic contributor for its Advisor Development Program – Financial Advisor. You will work with high‑net‑worth clients, identify needs, build relationships, and deliver comprehensive recommendations aligned with goals while being mentored by experienced advisor teams.

You will develop a foundation in investment products, portfolio construction, and client service, with training to advance toward a licensed advisory role.