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Bank of America
Bank of America
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Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.
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Financial Solutions Advisor - Oklahoma City (Onsite)

Build client relationships and deliver banking and investment solutions as a Financial Solutions Advisor in Oklahoma City. The role includes structured preparation for securities licensing and progression toward broader advisory responsibilities.

USUnited StatesOKOklahomaOn-siteFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Earn the SIE, Series 7, and Series 66 licenses through structured classes and lessons
  • Develop core financial advising skills
  • Build, maintain, and manage client relationships
  • Assess clients’ complex financial situations and provide suitable advice and solutions
  • Work from a financial center to deliver banking, investment, and client service solutions
  • Apply a defined consultative process to identify client needs and appropriate solutions
  • Develop relationships with banking customers, small business owners, and higher-net-worth clients
  • Provide comprehensive guidance through client reviews and presentations
  • Recommend strategies aligned with clients’ financial goals and life priorities
  • Partner with core banking and investment teams
  • Connect clients with Bank of America and Merrill solutions
  • Advance toward Financial Solutions Advisor Stage II and other career opportunities

Requirements

  • Demonstrated aptitude for obtaining required industry licenses
  • Self-discipline in managing time and workload
  • Experience developing client relationships, evaluating needs, and recommending solutions
  • Strong communication and collaboration skills for building effective peer relationships
  • Results-oriented approach with a focus on client interests in a complex, fast-paced setting
  • Ability to manage multiple tasks concurrently
  • Ability to learn and adapt to new technologies and applications
  • SIE, Series 7, and Series 66 licenses required; Series 63 and 65 may be accepted instead of Series 66
  • Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days
  • SAFE Act registration, background screening, and continued good standing required
  • High school diploma, GED, secondary school credential, or equivalent required
  • Bachelor’s degree and/or at least one year of financial services or sales experience preferred
  • Spanish-language proficiency preferred
  • Availability for a Monday through Friday schedule with rotating Saturdays
  • Ability to work 40 hours per week
  • Ability to commute a reasonable distance to a financial center

Benefits

  • Affordable, competitive, flexible benefits
  • Resources supporting physical, emotional, and financial well-being
  • Comprehensive training and onboarding programs
  • Personalized classes dedicated to securities licensing exam preparation
  • Training and individual coaching from Academy managers
  • Dedicated study time for the SIE, Series 7, and Series 66 exams
  • Opportunities to learn, develop, and advance with Bank of America and Merrill
  • Academy programs, tools, and resources available throughout the career journey

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