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Associate Financial Advisor
2 months ago
ASSOCIATE FINANCIAL ADVISOR
COMPANY PROFILE:
We are selecting candidates for a recognized industry leader., If selected, you'll be advancing your career with an organization that values employees and actively invests in their success., In this team environment, employees thrive in a culture that values people, serves people and emphasizes quality.
ASSOCIATE FINANCIAL ADVISOR
BENEFITS:
Competitive salary commensurate with experience.
ASSOCIATE FINANCIAL ADVISOR
IMPACT:
Step into a pivotal role with a growing team in our Tulsa, Oklahoma office. Help conduct the smooth operation of a fast-paced - and friendly - financial advisory office. This position is full time with a base salary and performance-based bonus compensation.
The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals. Our leadership team will guide you as you hone your skills and build a base of clients whom you serve. As an Associate Financial Advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. You will manage client relationships through gathering and analyzing client data, helping to prepare financial plans, and advising clients on their financial planning and investment decisions. You will also consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Expectations are to both strengthen relationships and increase business with existing clients as well as to develop new client relationships.
ASSOCIATE FINANCIAL ADVISOR
DETAILS:
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Knowledge of, or a strong desire and capacity to learn about, financial planning, retirement planning, investments, and financial advisory services
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Excellent interpersonal skills and the ability to build advisory relationships with clients
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Strong communication and presentation skills
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Ability to work in a team environment and collaborate with financial advisors and other professionals
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Ability to analyze complex financial information and provide recommendations to clients
ASSOCIATE FINANCIAL ADVISOR
BACKGROUND:
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Minimum of 5 to 7 years of professional work experience, preferably in the Tulsa, OK area
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Bachelor’s degree in finance, business, or related field preferred
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Experience working in the financial industry preferred
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Currently hold or be able to study for and pass exams within 6 months for federal and state licenses and registrations for securities, including Series 7, Series 66 and State life, accident, and health insurance licenses.
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This job is full time onsite in our Tulsa, OK office with friendly co-workers
WE CAN’T HELP EVERYONE, BUT EVERYONE CAN HELP SOMEONE – Ronald Reagan
NEVER TELL PEOPLE HOW TO DO THINGS. TELL THEM WHAT TO DO AND THEY WILL SURPRISE YOU WITH THEIR INGENUITY. – General George S Patton
BE THE CHANGE YOU WISH TO SEE IN THE WORLD – Mahatma Gandhi
NO ONE IS USELESS IN THIS WORLD WHO LIGHTENS THE BURDEN OF IT TO ANYONE ELSE – Charles Dickens
FAITH IS TAKING THE FIRST STEP EVEN WHEN YOU DON’T SEE THE WHOLE STAIRCASE – Martin Luther King, Jr.
PEACE BEGINS WITH A SMILE – Mother Teresa
THERE IS ONLY ONE WAY TO SUCCEED AT ANYTHING AND THAT IS TO GIVE EVERYTHING – Vince Lombardi
LET ME WIN, BUT IF I CANNOT WIN, LET ME BE BRAVE IN THE ATTEMPT – Motto of the Special Olympics
FOR IT IS IN GIVING THAT WE RECEIVE – Francis of Assisi
ONE LEARNS PEOPLE THROUGH THE HEART, NOT THE EYES OR THE INTELLECT – Mark Twain
LIFE IS 10% WHAT HAPPENS TO YOU AND 90% HOW YOU RESPOND TO IT – Lou Holtz
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