Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/7/2026full-timeOklahoma City • Oklahoma • United StatesJuniorWebsite

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to business partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and trainings
Work within an in-office culture with location determined by business needs and reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If missing Series 66 but holding Series 63 or 65, must pass the missing series within 60 days
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded
Must register with the federal registry system under SAFE Act requirements and remain in good standing
Must submit to the required SAFE Act background check and registration process
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and identify solutions for clients
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent
Monday-Friday availability and rotating Saturdays
Ability to work 40 hours per week
Desired: Bi-lingual Spanish speaking
Desired: Strong computer skills and multitasking ability
Desired: At least three years of experience in the financial services industry and/or sales environment
Desired: CFP and/or CRPC designation
Desired: Insurance licenses

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Training and required license completion support
Potential phone-based work until a financial center location is determined within a reasonable commuting distance