Associate Financial Advisor

2 months ago


Tulsa, United States Career Development Partners Full time

ASSOCIATE FINANCIAL ADVISOR 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. Comprehensive benefits include: Health, Dental, 401K 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: Knowledge of, or a strong desire and capacity to learn about, financial planning, retirement planning, investments, and financial advisory services Excellent interpersonal skills and the ability to build advisory relationships with clients Strong communication and presentation skills Ability to work in a team environment and collaborate with financial advisors and other professionals Ability to analyze complex financial information and provide recommendations to clients ASSOCIATE FINANCIAL ADVISOR BACKGROUND: Minimum of 5 to 7 years of professional work experience, preferably in the Tulsa, OK area Bachelors degree in finance, business, or related field preferred Experience working in the financial industry preferred 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. This job is full time onsite in our Tulsa, OK office with friendly co-workers ASSOCIATE FINANCIAL ADVISOR NEXT STEPS: A


  • Financial Advisor

    3 weeks ago


    Tulsa, United States Guide Wealth Partners Full time

    Unlock Your Potential and Transform Your Career with Guide Wealth Partners!Are you ready to take your career to the next level? At Guide Wealth Partners, we’re looking for ambitious and driven individuals to join our team of exceptional financial advisors. If you thrive on challenge, excel in leadership, and are passionate about helping others, this is...

  • Financial Advisor

    7 days ago


    Tulsa, United States Barracuda Staffing & Consulting Full time $45,000

    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...

  • Financial Advisor

    6 days ago


    Tulsa, United States Barracuda Staffing & Consulting Full time $45,000

    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...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Position Overview:As a Wealth Management Advisor, you will play a pivotal role in guiding high-net-worth clients through their financial journeys. Your expertise will be essential in delivering tailored financial solutions that align with their unique goals and aspirations.Key Responsibilities:- Develop and execute a comprehensive relationship management...

  • Financial Aid Advisor

    3 months ago


    Tulsa, United States Tulsa Community College Full time

    Job Summary Responsible for implementing and maintaining federal and state compliance in the Financial Aid Office with regard to the awarding and disbursement procedures for financial aid funds. Minimum Qualifications Require associate's degree or equivalent education in Business, Accounting or other related area. Degree requirement may be substituted...


  • Tulsa, United States BOK Financial Full time

    Req ID:74972 Location:Tulsa -TUL Areas of Interest:Accounting; Business/Technical Analysis; Finance; Software Development Pay Transparency Salary Range:Not Available Application Deadline:08/30/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...

  • Financial Aid Advisor

    1 month ago


    Tulsa, United States InsideHigherEd Full time

    Job SummaryResponsible for implementing and maintaining federal and state compliance in the Financial Aid Office with regard to the awarding and disbursement procedures for financial aid funds.Minimum QualificationsRequire associate’s degree or equivalent education in Business, Accounting or other related area. Degree requirement may be substituted with...


  • Tulsa, Oklahoma, United States InsideHigherEd Full time

    Job Summary**Responsible for Implementing and Maintaining Federal and State Compliance**InsideHigherEd seeks a highly skilled professional to implement and maintain federal and state compliance in the Financial Aid Office with regard to the awarding and disbursement procedures for financial aid funds.**Key Responsibilities:**Implement and maintain federal...

  • Financial Aid Advisor

    3 months ago


    Tulsa, United States Tulsa Community College Full time

    Salary: $17.51 - $18.61 Hourly Location : Tulsa, OK Job Type: Full-time Job Number: 3951F-02-24 Department: Financial Aid Opening Date: 02/21/2024 Work Schedule: 8 a.m. to 5 p.m. Campus: Northeast About TCC: Tulsa Community College is committed to creating positive work environments that support the success of the full range of our employees. We believe that...

  • Financial Analyst

    2 days ago


    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Quantitative Modeling Analyst to join our team at BOK Financial. As a key member of our risk management team, you will be responsible for identifying, measuring, monitoring, and managing the risk associated with complex models used in various business areas.Key ResponsibilitiesPerform independent model validation...


  • Tulsa, Oklahoma, United States Tulsa Community College Full time

    Financial Aid Compliance SpecialistTulsa Community College is in search of a meticulous and knowledgeable Financial Aid Compliance Specialist to enhance our team. The successful candidate will play a crucial role in ensuring adherence to federal and state regulations within the Financial Aid Office, with a particular emphasis on the processes of awarding and...

  • Senior Trust Advisor

    2 months ago


    Tulsa, United States Fifth Third Bank, N.A. Full time

    Fifth Third Bank, N.A. Senior Trust Advisor Louisville , Kentucky Apply Now We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serve as Trust Advisor for clients with more than $5MM in investable assets Work with Private Bank Team to identify fiduciary...


  • Tulsa, Oklahoma, United States Tulsa Community College Full time

    Job Summary:As a key member of the Tulsa Community College Financial Aid team, the Financial Aid Advisor will be responsible for ensuring compliance with federal and state regulations related to financial aid. This includes implementing and maintaining procedures for awarding and disbursing financial aid funds.Key Responsibilities:Implement and maintain...


  • Tulsa, Oklahoma, United States The Ladders Full time

    OverviewAt The Ladders, you have the opportunity to shape your professional path. Enhance your financial advisory practice with the support of a prestigious organization recognized in the financial services sector. The Ladders stands as a significant player in the industry, known for its robust financial stability and commitment to excellence. We take pride...


  • Tulsa, United States New York Life Insurance Company Full time

    Description At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer...


  • Tulsa, Oklahoma, United States Inceed Full time

    Compensation:$19-20/hourFinancial Operations Associate:Inceed is collaborating with a reputable organization to identify a proficientFinancial Operations Associateto enhance their team.The AP Associate will be tasked with managing invoice processing utilizing SAP software. This role presents a chance to engage in a long-term initiative.Key Responsibilities:-...

  • Investment Consultant

    2 weeks ago


    Tulsa, Oklahoma, United States LPL Financial Full time

    Elevate Your Career as a Financial ConsultantYour professional journey should lead to genuine opportunities.LPL Financial collaborates with TruStage to provide a comprehensive range of financial services tailored for credit union clientele.This role allows you to become a Financial Consultant associated with TruStage, enhancing the financial well-being of...


  • Tulsa, Oklahoma, United States Pride Energy Company Full time

    Financial Operations AssociateWe are in search of a proficient financial professional with exceptional communication and organizational skills. The ideal candidate should demonstrate strong analytical and problem-solving capabilities.Key ResponsibilitiesEnter invoices into the Enertia Oil & Gas Accounting SystemManage Joint Interest Billings on a monthly...


  • Tulsa, Oklahoma, United States Addison Group Full time

    Job OverviewPosition: Financial Operations AssociateLocation: Tulsa, OKInternal Job ID: A dynamic organization in Tulsa is expanding its workforce. Due to their ongoing success and development, they are looking to onboard new talent promptly. If you possess several years of financial experience and are eager to embrace a fresh opportunity, this role may be...

  • Senior Trust Advisor

    3 weeks ago


    Tulsa, United States Fifth Third Bank, N.A. Full time

    Fifth Third Bank, N.A. - Senior Trust Advisor - Louisville, Kentucky We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serve as Trust Advisor for clients with more than $5MM in investable assets. Work with Private Bank Team to identify fiduciary...