Investment & Financial Planning Advisor
Bank of America
Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build plans with brokerage products, including stocks and bonds. Required licenses (Series 7 & 66; or 63/65 as a substitute) and at least 1 year in investments/financial services are essential. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment & Financial Planning Advisor in Oklahoma City, OK vacancy
- Bank of America Corporation seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. Responsibilities... ..., meeting with clients to review goals, building financial plans, and recommending brokerage products. Licenses and ongoing...Suggested
- ...of America in Edmond, OK is seeking a financial advisor to provide tailored guidance to clients... ...clients to review goals, build financial plans, and recommend brokerage products. This... ...7 & 66 or 63/65), at least one year in investments, and a track record in a sales...Suggested
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...achieve their goals through financial planning. On your path to becoming a financial... ...Protection • Education Funding • Investment & Advisory Services • Trust Services •...SuggestedWork at office$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique... ...achieve their goals through financial planning. On your path to becoming a financial... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services ·...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor WEOKIE Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union... ...Advisors are not employees of LPL Financial. The Investment Program at WEOKIE Credit Union supports the local community...SuggestedLocal area
- # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is... ...relationships. This includes actively promoting financial planning and investment solutions for families and institutions....Full timeWork at office
- ...and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$61.88k - $105k
Financial Advisor, Andover, MA Country: United States of America It Starts Here: Santander is... ...client financial needs, understanding investment objectives, and delivering comprehensive... ...a disciplined, needs‑based financial planning approach, the Financial Advisor develops...Hourly payFull timeContract workWork experience placementWork at officeShift work- TD is seeking a Financial Advisor Trainee in Bristol, MA to begin a structured pathway toward Financial Advisor Associate. You will meet clients, assess financial situations, and advise on investment and insurance solutions, while building a client base and working under...Traineeship
- ...Make an impact providing expert financial advice with heart. Thrivent... ...at the center of saving and investing. Here, you’ll make an impact... ...complete Thrivent’s comprehensive advisor onboarding program. After... ...revenue streams, and dedicated planning fees for those who qualify....
- Join to apply for the Financial Advisor - Oklahoma City role at Thrivent . Get AI-powered advice... ...at the center of saving and investing. Here, you’ll make an impact in the lives... ...bonuses, incentives, recurring revenue, and planning fees. Medical, dental, vision,...
$60k - $75k
LPL Financial is partnering with WEOKIE Credit Union to find a Financial Advisor in Oklahoma City. This position offers an opportunity to leverage the credit union's referral... ...66 licenses and a minimum of three years of investment sales experience. This role benefits from...$25 - $38 per hour
Financial Advisor Trainee - Bristol, Massachusetts Bristol, Connecticut, United States Sep 18... ...advise prospects and clients regarding investment and insurance strategies and products,... ...advice, long-term retirement planning, and annual reviews to determine if there...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...management, including planning for retirement, education,...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Mallett Region of Modern Woodmen of America is seeking an Insurance Agent to help members secure their financial futures through life insurance, investments, and estate planning. This member-owned organization supports communities with a strong charitable footprint and...Remote jobFlexible hours
$75k
...to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be... ...Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial...Temporary workWork experience placementWork at office- ...of comprehensive wealth management and investment products and services for individuals,... ...‑based wealth management, including planning for retirement, education, legacy, and... ...through investment advice and guidance. Our Financial Advisors and Wealth Management Client...Interim roleImmediate startShift workDay shift
- ...The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality,...Work at officeLocal areaWork from homeFlexible hours
- ...Job DescriptionJob DescriptionWealthBridge Financial Group is seeking a results-oriented Financial Consultant to join... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.As a Financial Consultant...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship... ...building an integrated financial planning practice from the ground up.... ...Financial Representative or Advisor role upon graduation.... ...financial strategiesinsurance, investments, and annuitiesbuilt to reinforce...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Range: Not Available Application Deadline: 12/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,... ...Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of...Local area
- ...Vice President, Wealth Advisor About the Company Nationally recognized independent... ...for affluent clients Industry Financial Services Type Privately Held... ...providing comprehensive advice on investments, estate planning, taxes, risk management, and family wealth...
- Banco Santander in Swampscott, MA seeks a Financial Advisor to identify client financial needs, understand investment objectives, and deliver detailed investment and insurance... .... Using a disciplined, needs-based financial planning approach, you will grow client relationships...
- ...Available Application Deadline: 11/12/2026 BOK Financial Corporation Group includes BOKF, NA; BOK... ...NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates... ...Financial®. Bonus Type BOKF Performance Plan (D02) Summary You place great value in building...Work at office
- ...Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale... ...accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional...For contractorsWork at office
- ...Wealth Management seeks a dynamic contributor for its Advisor Development Program - Financial Advisor. You will work with high‑net‑worth clients, identify... ...advisor teams. You will develop a foundation in investment products, portfolio construction, and client service,...
- ...one. You’ll work alongside the deal team on acquisitions, build financial models, and support analysis that helps shape growth strategy... ...diligence through data review and financial analysis Prepare investment presentations and decision-ready materials Partner on post-close...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Work at officeFlexible hoursShift workWeekend workDay shift
- ...relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into... ...model.Create the business case, investment profile and roadmap to deliver on the strategy... ...Responsible AI in vision and roadmap, develop plan for leveraging ecosystem partners, and...Work experience placementLive inWork at officeLocal area
- Martha's Vineyard Bank is seeking a Financial Advisor for a full-time position in West Tisbury, MA. The role involves developing client relationships and promoting financial planning and investment solutions for both families and institutions. Ideal candidates will possess...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment & Financial Planning Advisor. Be the first to apply!
Related searches
- financial advisor associate Oklahoma City, OK
- financial planning associate Oklahoma City, OK
- financial consultant Oklahoma City, OK
- finance associate Oklahoma City, OK
- project finance associate Oklahoma City, OK
- financial planning administrator Oklahoma City, OK
- associate corporate finance Oklahoma City, OK
- financial planner Oklahoma City, OK
- oracle cloud financials consultant Oklahoma City, OK
- financial planning assistant Oklahoma City, OK


