Financial Advisor

3 weeks ago

Tulsa, United States Barracuda Staffing & Consulting Full time $45,000 - $50,000
We are seeking two Financial Advisor Trainees to join one of the largest and most stable financial planning firms in the state.

This salaried role provides a unique opportunity to inherit an existing portfolio of clients, with the expectation to grow and develop new business relationships. This position is perfect for individuals with a strong ethical character, attention to detail, and a commitment to building long-term client relationships.

Hours: On-site, 8 a.m. - 5 p.m.
Compensation: $45,000 salary during training; $50,000 post-licensing plus eligibility for quarterly bonuses. The expected total pay by the second year is approximately $57,000. Position Overview:
The Financial Advisor Trainee will begin as a salaried role on Barracuda Staffing & Consulting's payroll for an initial period of six months. During this time, you will receive comprehensive training, and the expectation is to pass the required exams for licensing (SIE, Series 7, and Series 66). Upon successful completion, your compensation will increase to $50,000 with eligibility for quarterly bonuses based on company profits. 

Key Responsibilities:
  • Work with individuals and businesses to create and implement long-term investment and financial goals, including retirement and estate planning.
  • Analyze complex financial information, develop financial plans, and provide recommendations tailored to clients' needs, including investment tax strategies and retirement income options.
  • Review clients' goals, assets, debts, insurance policies, and income to inform financial plans.
  • Provide financial planning services, advising customers on product decisions that align with their individual needs.
  • Utilize sales tools and modules to conduct analysis and offer tailored advice, ensuring client understanding of solutions.
  • Meet or exceed established sales goals while complying with pertinent policies and regulations.
  • Handle follow-up communications with clients and prospects to gather information and share findings.
  • Respond to client inquiries regarding investment accounts, including options, contributions, distributions, and rollovers.
  • Develop and maintain long-term relationships with clients to encourage ongoing business and referrals.
  • Establish centers of influence with estate planning attorneys and CPAs to cultivate referral relationships.
  • Research market conditions and investment strategies to stay informed and provide the best advice to clients.

Qualifications:
  • Strong moral ground and ethical character, with a client-first mindset.
  • Detail-oriented, empathetic, and motivated to care for clients.
  • Ability to listen to client needs and provide tailored support without a hard-sell approach.
  • Professional demeanor, well-spoken, and respectful of others.
  • Ability to work independently and as part of a team in a calm, family-oriented environment.
  • Willingness to study during after-work hours to achieve full licensing within six months.
  • No prior financial industry experience required, but strong interpersonal, phone, and computer skills are essential.


About Barracuda Staffing & Consulting:

Barracuda Staffing & Consulting connects dynamic employers to top talent. They are the leading experts in helping Tulsa businesses assess, develop, grow, and protect their teams through strategic human capital management.

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