Financial Solutions Advisor – Partially Licensed

Bank of America

. Work with affluent and high-net-worth clients in a Merrill branch .

Posted 9/18/2026full-timeOklahoma City • Oklahoma • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and investment advisory strategies, with a strong focus on achieving financial targets and optimizing customer experience through effective communication and collaboration.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseInvestment ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Advisory StrategiesFinancial Goal AssessmentRegulatory Due DiligenceRisk ManagementLead Generation

Soft Skills

Relationship BuildingEffective CommunicationTime ManagementGoal SettingCollaboration

Tools & Technologies

Financial Services SoftwareClient Management Systems

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)Insurance Licenses

Industry Keywords

High-Net-Worth ClientsAffluent ClientsInvestment IndustryFinancial ServicesSales Environment

About the role

Key responsibilities & impact

Work with affluent and high-net-worth clients in a Merrill branch
Identify client needs and develop relationships
Review investment goals and prepare aligned investment recommendations
Provide tailored and personalized advice through client reviews and presentations
Partner with management to assess financial goals and recommend investment advisory strategies
Understand and connect clients to Banking, Investment, and Life Priority solutions
Shadow Financial Advisor teams and share relevant market developments and new products
Leverage technology and available resources to optimize customer experience and operational accuracy
Participate in ongoing training to develop a book of business and meet financial targets
Build relationships with internal service providers based on client needs and asset thresholds
Manage risk across business, product, and service transactions
Develop relationship-management skills for an Elite Growth Practice
Build a network and sustainable book of business
Progress through the Advisor Development Program toward becoming an independent financial advisor

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years of experience in the investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Self-starter who efficiently manages time and capacity
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Ability to communicate effectively and confidently and engage all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and seek the right solutions for clients
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Bachelor's Degree in a business-related field preferred
Experience in financial services and/or a sales environment preferred
Strong computer skills and ability to multitask preferred
Ability to partner and promote lead generation preferred
Experience balancing investment management, sales activities, and new client development preferred
Additional professional designations such as CFP and/or CRPC preferred
Insurance licenses preferred
Subject to SAFE Act registration requirements, including required background check and registration process

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs
Training and one-on-one mentorship from managers
Academy training to develop as an advisor
Strong referral network across the business
Marketing strategies to reach wider audiences
Ongoing professional development
Potential opportunities for professional growth
Leadership opportunities, including leading client and conference seminars
Continuous training and developmental opportunities
Access to Merrill investment insights and Bank of America banking solutions