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Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Bi-lingual Spanish (Preferred) Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Advisor Development Program Financial Solutions Advisor Trainee: Capitol Hill

J.P. Morgan

Treasury Sales Associate - Commercial Banking

Job TitleSpatial Data StrategistJob Description SummaryThe Spatial Data Strategist on a Space Management team is to help solve business problems by building standard and ad hoc dashboards. Provide strategic space and occupancy planning expertise in support of long-term supply and demand planning, real estate strategy, workplace design, space analysis and space efficiency within a Client’s real estate portfolio data.Job DescriptionPrinciple Responsibilities<ul> <li>Building standard and ad hoc BI dashboards</li> <li>Utilization and allocation reporting analysis</li> <li>Work with Spatial data team to create scenarios and long-term strategic planning related to space</li> <li>Contribute to workplace trends/strategies and future ways of working.</li> <li>Work with various levels of the organization to capture project goals, objectives, and the associated requirements.</li> <li>Work with business key stakeholders to determine various KPIs and data reporting needs for various levels</li> <li>Gather requirements for building external and internal data dashboards. Work with vendors and customer to understand data needs</li> <li>Understand various roles and responsibilities in business group for better data governance and data security</li> <li>Cross functional collaboration with other service lines and SME Functions to ensure consistency of data across platforms and processes.</li> <li>Continual focus on innovation, constantly striving to improve delivery of services. This will include actively obtaining feedback from stakeholders and responding to the same, bringing in industry knowledge, innovation and best practice.</li> <li>Show strong verbal presentation skills and ability to communicate to executive level</li> <li>Process work quickly, accurately, and with changing priorities</li> </ul>Targeted Competencies<ul> <li>Advanced skills in Business Intelligence tools (i.e.: Tableau and Power BI)</li> <li>Advanced/Expert skills in Excel</li> <li>Advanced skills in Adobe and Microsoft application suites</li> <li>Strong written and verbal presentation skills, ability to communicate to executive level and internal teams</li> <li>Solid business acumen; ability to understand and anticipate business needs to provide appropriate solutions</li> <li>Strong team player who is adaptable and capable of driving change / change management</li> <li>Possess analytical, organizational and problem-solving skills with a focus on the long term, strategic vision.</li> <li>Advanced understanding of CAFM\IWMS (Serraview preferred) for Space Management preferred</li> <li>Basic understanding of Corporate Real Estate and Financial concepts</li> <li>Bachelor’s degree (BA/BS) in a related discipline or field of study (i.e. Data and Analytics, Computer Science, Information Systems, Architecture, Interior Design, Corporate Real Estate &amp; Facilities Management Planning/Coordination, Facilities, Project or Construction Management, etc.) preferred</li> <li>Seven+ year’s experience in a corporate real estate environment preferred</li> <li>Ability to process work quickly, accurately and with changing priorities</li> <li>Ability to effectively interpret and apply policy and procedure</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $84,915.00 - $99,900.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Spatial Data Strategist

Oklahoma Heart Hospital

MA, Medical Assistant/ Dr. Miller

RN, Registered Nurse/ Clinic

RN, Registered Nurse - Dr. Zacharias

<h2>Job Details</h2> Job Location SF - Sioux Falls, SD Secondary Job Location(s) Enid-Broadway - Enid, OK; OKC-Broadway - Oklahoma City, OK; Tulsa-Yale - Tulsa, OK Position Type Full Time Education Level 4 Year Degree Travel Percentage Negligible Job Shift Day Job Category Banking <h2>Description</h2> The Director of Financial Crimes Investigative Unit leads the strategic design, development, and oversight of robust and scalable BSA/AML/OFAC and Fraud Risk Management programs. This role ensures that policies, procedures, and controls align with evolving regulatory expectations and industry best practices. The Director will also own the third-party risk management strategy as it pertains to financial crimes for the Bank’s fintech partnerships, ensuring effective oversight of fintech partners and other third-party relationships. PRINCIPLE DUTIES AND RESPONSIBILITIES <ol> <li>Directs, develops, and oversees comprehensive BSA/AML/OFAC and Fraud Risk Management programs, ensuring alignment with regulatory requirements, industry standards, and the Bank's risk appetite. This includes development and enforcement of policies, procedures, quality assurance programs, and employee education initiatives.</li> <li>Develops and executes strategic plans for leveraging technology and automated surveillance solutions to enhance compliance capabilities and reduce fraud exposure. Identifies opportunities to modernize monitoring systems in support of scalable and flexible risk coverage, including for BaaS-related activities.</li> <li>Leads the enterprise-wide BSA/AML/OFAC and Fraud Risk Management functions to ensure compliance with all applicable laws and regulations. Ensures the programs are adaptive to the unique challenges posed by the Bank’s BaaS offerings and fintech partners.</li> <li>Oversees and directs BSA/AML/OFAC, Identity Theft, and Fraud Risk Assessments across all products, services, customers, geographies, and third-party relationships. Ensures that assessments incorporate BaaS-specific risks and are reported to executive leadership and the Board at least annually.</li> <li>Oversees scenario development, tuning, and optimization of the Bank’s BSA/AML/OFAC and Fraud Risk Management systems. Ensures controls are tailored to address the risks associated with third-party fintech partners and non-traditional banking models.</li> <li>Provides regular, risk-based reporting to executive management and Board committees, highlighting program effectiveness, emerging risks, and the status of initiatives, with an emphasis on third-party oversight, BaaS partnerships, and financial crime trends.</li> <li>Builds and maintains strong relationships with internal business leaders, Legal, Compliance, Technology, and Operations to ensure enterprise-wide understanding and implementation of financial crime risk management practices. Promotes a risk-aware and solution-oriented culture, especially as it relates to fintech and BaaS channels.</li> <li>Develops and leads the financial crimes component of the third-party risk management framework. Establishes governance and due diligence protocols for onboarding and ongoing monitoring of BaaS partners. Ensures partners maintain adequate AML and fraud controls in accordance with the Bank’s standards and regulatory obligations.</li> <li>Partners with business lines to assess risks associated with new products, services, and third-party integrations. Ensures proactive financial crimes input in product development and fintech partner engagement processes.</li> <li>Maintains expertise in evolving regulatory landscapes, emerging typologies, and industry trends related to financial crime and third-party risk. </li> <li>Performs other duties as assigned.</li> </ol> <h2>Qualifications</h2> EDUCATION AND/OR EXPERIENCE <ul> <li>Bachelor’s degree, at minimum, required. </li> <li>12-15 years BSA/AML compliance, fraud and/or case investigation, required.</li> <li>7+ years related experience in financial institutions supporting fintech partner relationships, preferred.</li> </ul> KNOWLEDGE, SKILLS, AND ABILITIES <ul> <li>Extensive understanding of BSA/AML regulatory requirements, fraud risks, and monitoring and investigation techniques.</li> <li>Strong investigative, written, and oral communication skills.</li> <li>Strong commitment to ethics, and the ability to build consensus and understand variety of issues and perspectives.</li> <li>Strong understanding of the banking industry, including bank partnerships with fintech companies.</li> <li>Management experience leading and building teams within the banking industry, including ability to act as a mentor to team members.</li> <li>Ability to engage with third parties, including auditors, regulators and fintech partners, to effectively communicate aspects of the Bank’s BSA/AML/OFAC and Fraud Risk Management programs.</li> <li>Strong teamwork skills to effectively partner with enterprise risk, business unit leaders, and other senior executives. </li> <li>Strong leadership skills, to guide organizational change and collaborate with key partners across various levels. </li> <li>Ability to simplify difficult concepts and challenges by thinking analytically. </li> <li>Ability to work in a dynamic environment, building and maintaining a network of contacts, and coordinating with several partners across the company. </li> <li>Desire to work in a collaborative environment, drive strategic direction as well as contribute day-to-day on implementing tactical solutions. </li> <li>Past experience building and maintaining key relationships across departments and functions, and establishing a culture of engagement.</li> <li>Proven ability to positively and creatively influence change and champion critical change initiatives; help others to anticipate and manage through change.</li> </ul>

Stride Bank

Director, Financial Crimes Investigative Unit

RN, Registered Nurse - Dr. Garabelli

Advanced Practitioner - Dr. Hameed

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Oklahoma Area

34 Jobs in Oklahoma County