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 investment product recommendations and client relationship management. Proven ability to meet performance goals while adhering to compliance standards and utilizing CRM tools like Salesforce.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsFinancial Goal AssessmentKYC ProceduresPortfolio Growth StrategiesPerformance Goal AchievementClient ProspectingFinancial Services ExperienceAdministrative ComplianceTechnical LiteracyTime Management

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationTrust BuildingCollaborative Teamwork

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft ExcelSalesforce

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net-Worth IndividualsClient Needs AssessmentReferral ActivitiesPerformance-Based CompensationEntrepreneurial MindsetNetworkingCompliance StandardsFINRA Regulations

About the role

Key responsibilities & impact

Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
Collaborate with and receive mentorship from Merrill Financial Advisor Teams to promote portfolio growth
Develop a book of business to meet and exceed established performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions
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 personal development
Organize and manage time, people, and budget to run a productive practice
Seek specialist expertise to identify client planning and investment strategies
Complete mandated training, assessments, performance goals, and continuing education requirements
Handle inbound inquiries from leads regarding Merrill offerings
Position Merrill and Bank of America's capabilities
Collect client profile data and follow standard KYC procedures to open accounts
Serve as interim Financial Advisor, providing investment recommendations and servicing client accounts
Document all client interactions and opportunities accurately in Salesforce
Collaborate with core banking and investment partners
Deliver client reviews and presentations and recommend strategies to help clients achieve financial goals

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year 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 a 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
SAFE Act registration, background check, and registration process required
Must comply with applicable FDIC, SAFE Act, Loan Originators, and FINRA hiring restrictions
Bachelor's degree is a desired qualification, or a minimum of one year of financial services industry or sales experience
Ability to learn and adapt to new technology or applications
Ability to execute multiple tasks simultaneously

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
Continuing education opportunities
Mentorship from Merrill Financial Advisor Teams
Career development at Bank of America
Performance-based compensation opportunity