at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 11 days ago

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**Financial Solutions Advisor - Tulsa Market**: Lead strategic financial planning for Tulsa businesses. Collaborate with C-level executives, analyze risks, and propose innovative solutions using Savvy, KOPP, and economic forecasting tools. Requires 7+ years' experience in financial services, Senior/Advisor-level, Tulsa market expertise. Develop, monitor, and optimize portfolios for clients. Maintain a stellar CPA and strong industry connections.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States