Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Financial Solutions Advisor

Bank of America ATM

Bank of America in Oklahoma City area is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage and banking products. You will triage client leads, refer to partners, meet with clients to review goals, and build lasting relationships while pursuing the required licenses and staying compliant with SAFE Act. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Personal Financial Solutions Advisor in Bixby, OK vacancy
  •  ...process transactions. You’ll build lasting relationships and help customers reach their financial goals. As a **Part-Time Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller operations while being part of a supportive,... 
    Suggested
    Part time
    Flexible hours

    Mabrey Bank

    Bixby, OK
    3 days ago
  • $20 - $24.95 per hour

     ...including a full range of health and life, financial, and wellness benefits. For more...  ...– People helping people find financial solutions for life. Job Title: Relationship Banker...  ...committed to providing equal opportunity to all persons regardless of race, color, race-based... 
    Suggested
    Hourly pay
    Full time
    Monday to Friday
    Night shift

    Arvest Bank

    Jenks, OK
    4 days ago
  •  ...Full TimeDaysMonday - Friday 0800 - 1630Job Summary: The Patient Financial Counselor ensures timely financial counseling of all patients...  ...or referring the problem to an appropriate source for solution.Decision Making: Independent judgment in making decisions involving... 
    Suggested
    Work experience placement

    Saint Francis Hospital

    Bixby, OK
    3 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultan t to join our team. In this position, you will engage...  ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and... 
    Suggested

    WealthBridge Financial Group

    Bixby, OK
    4 days ago
  •  ...seeking business-minded Investment Advisor Representatives (IARs) who...  ...sophisticated, holistic financial guidance. Our IARs serve as trusted...  ..., comprehensive investment solutions, and the flexibility to build...  ...practice that reflects your personal brand and philosophy.... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    WizeHire

    Broken Arrow, OK
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...  ...providing a great client experience Build personalized, holistic financial plans tailored to... 
    Work at office

    Unavailable

    Glenpool, OK
    3 days ago
  •  ...Job Description Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: Tulsa OK Position Overview: 56 year old Professional Security Company seeking a... 
    Fixed term contract

    Federal Protection Inc

    Broken Arrow, OK
    11 days ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship... 
    Full time
    Part time

    SkyKey Financial

    Bixby, OK
    2 days ago
  •  ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO...  ...consequences of alternative determinations, and proposes optimum solutions to management concerns. Analyzes issues affecting... 
    Full time
    Work at office
    Immediate start

    U.S. Department of Housing and Urban Development

    Broken Arrow, OK
    6 hours ago
  •  ...Northwestern Mutual is offering an internship for College Financial Representatives in Glenpool, Oklahoma. Interns will learn to build a financial planning practice by prospecting potential clients, executing business strategies, and preparing financial plans. The program... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Glenpool, OK
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual...  ...culture to ensure that you experience personal and professional growth in this program....  ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Glenpool, OK
    4 days ago
  •  ...-ATAP Sill, Lawton, OK, US Position Summary Provides certified financial counseling and instruction to Service members and eligible clients...  ...integrated support and continuity of care. Support virtual, in-person, mobile, and surge delivery based on regional workload and... 
    Hourly pay
    Full time
    Relocation

    Horizon Strategies

    Broken Arrow, OK
    1 day ago
  •  ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service....  ...through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... 

    JPMorgan Chase & Co.

    Broken Arrow, OK
    4 days ago
  •  ...for your Quality/Risk Director expertise Are you seeking a career that not only utilizes your skills but also aligns with your personal values, providing a profound sense of belonging and the opportunity to make a meaningful difference in patients' lives? Look no... 
    Full time
    Part time
    Local area
    Flexible hours

    Encompass Health

    Broken Arrow, OK
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Financial Solutions Advisor. Be the first to apply!