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Wealth Planner - EGP
Bank of AmericaOklahoma City, OK
Posted Oct 7, 2026
What you’d do
Support Merrill financial advisors and advisory teams in serving wealth management clients, helping deliver a strong client experience. Full time role in Oklahoma City. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- Series 7, 63/65 or 66 or equivalent
- SAFE ACT registration; ADV-2B required
- CFP or CPWA designation and/or firm-approved designation
- Obtain all state registrations held by supported advisors
- Client experience delivery
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