Financial Advisor – Oklahoma Market

Bank of America

. Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations .

Posted 11/5/2026full-timeOklahoma City • Oklahoma • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advisory services, including client relationship management, investment product knowledge, and compliance with regulatory requirements. Proven ability to develop a book of business and execute customized financial solutions tailored to high-net-worth individuals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment Strategy DevelopmentKYC ProceduresSalesforce ProficiencyPerformance Goal Achievement

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationTrust BuildingTeam Collaboration

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestment IndustryProspectingNetworkingCompliance

About the role

Key responsibilities & impact

Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
Develop a book of business to meet and exceed established performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, and refer customers to appropriate internal specialists
Execute customized financial solutions aligned with client needs
Recommend suitable investment products and services based on objectives, resources, time horizon, risk profile, and preferences
Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
Organize and manage time, people, and budget to run a productive practice
Seek specialist expertise to identify planning and investment strategies
Complete mandated training, assessments, performance goals, and continuing education requirements
Handle inbound inquiries from leads regarding Merrill offerings
Position the capabilities of Merrill and Bank of America
Collect client profile data and follow standard KYC procedures to open accounts as appropriate
Serve as interim Financial Advisor and service client accounts
Document all client interactions and opportunities accurately in Salesforce
Collaborate with core banking and investment partners and deliver client reviews and presentations

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
Minimum of one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Proven ability to engage with and influence others
Exceptional interpersonal and relationship-building skills
Effective written and verbal communication skills
Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal- and results-oriented
Entrepreneurial mindset with proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of compensation is tied to performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
Ability to learn and adapt to new technology or applications
Ability to execute multiple tasks simultaneously
Subject to SAFE Act registration requirements, including the required background check and registration process
Must comply with applicable FDIC, SAFE Act, Loan Originators, and FINRA restrictions

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from the Academy at Bank of America and local leadership
Mentorship from Merrill Financial Advisor Teams
Continuing education and professional development
Access to Bank of America and Merrill banking and investment solutions
Performance-based compensation opportunity
Full-time schedule of 40 hours per week