Financial Services Specialist

4 days ago


Tulsa, Oklahoma, United States New York Life Insurance Company - Tulsa Full time

Key Responsibilities:

Develop a comprehensive financial plan tailored to clients' goals and risk tolerance, including investment opportunities and insurance products.

About the Role:

As a Financial Services Professional at New York Life, you will have the opportunity to work with a variety of clients, providing personalized financial guidance and support. Your expertise will be essential in helping clients achieve their financial goals, whether that be saving for retirement, planning for long-term care, or protecting their loved ones.

Requirements:

A valid Life and Health Insurance License is required for this position. In addition, effective communication skills and a strong ability to build relationships are essential for success in this role.

About New York Life:

New York Life is a mutual company, accountable only to our policyholders. We have been in business for over 175 years, helping generations of Americans protect their families and achieve their financial goals. As a company, we are committed to delivering value to our clients and staying ahead of the curve in terms of innovation and industry trends.

Compensation:

$92,000 - $125,000 yearly.



  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryThe Financial Advisor - Institutional Wealth Management role at BOK Financial is a dynamic opportunity for a skilled professional to educate and support retirement plan participants in achieving their long-term financial goals. As a key member of our team, you will be responsible for creating and managing education campaigns, developing...


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

    Seeking a Financial Services Specialist in Tulsa, OK, US: Elevate your wealth planning practice by joining our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor.Gain exclusive access to the company's Advanced Planning Group, providing specialized support for large and complex case design to benefit your clients.A broad...


  • Tulsa, Oklahoma, United States NESCO Inc Full time

    Accounting Career OpportunitiesNESCO Inc is seeking a skilled accounting professional to join our team as a Financial Operations Specialist. In this role, you will be responsible for managing our financial processes, ensuring accuracy and precision in all financial transactions.Key Responsibilities:Manage accounts receivable and payable, ensuring timely...


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

    Job OverviewWe are seeking an experienced financial services professional to join our team at New York Life Insurance Company - Tulsa. As a financial advisor, you will play a critical role in helping our clients achieve their financial goals and make informed decisions about their financial futures.Key ResponsibilitiesDevelop and implement customized...


  • Tulsa, Oklahoma, United States System One Full time

    SAP Financial Operations SpecialistSystem One is assisting a manufacturing client with a search for an SAP Financial Operations Specialist with a strong accounting background and manufacturing experience.The ideal candidate will take ownership of inventory and job cost reporting.Responsibilities:Optimize SAP processes and support users as it relates to...


  • Tulsa, Oklahoma, United States NESCO Inc Full time

    Unlock Your Financial Expertise with NESCO IncAre you a detail-oriented accounting professional seeking a dynamic and collaborative environment where you can apply your skills and expertise? We're looking for a proactive and adaptable individual to join our team as a Financial Operations Specialist. In this role, you'll be responsible for managing financial...


  • Tulsa, Oklahoma, United States Bank of Texas Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Bank of Texas. This role will specialize in one of two departments: Asset Movement or New Accounts, in support of BOK Financial Securities accounts within NetX360.Key ResponsibilitiesMonitor and approve new customer accounts for information accuracy and...


  • Tulsa, Oklahoma, United States OneMain Financial Full time

    At OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.Key Responsibilities:Deliver results related to...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Corporate Security Operations Specialist to join our team. As a key member of our security team, you will play a critical role in protecting company assets, minimizing risk, and ensuring overall safety and security.Key ResponsibilitiesPerform assigned tasks related to corporate security and emergency operations,...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job Summary:The Corporate Security Operations Specialist is primarily responsible for performing assigned tasks related to the corporate security & emergency operations area. These tasks are complex and diverse in nature, requiring in-depth knowledge of video surveillance software and the ability to analyze video and documents to draw accurate conclusions of...

  • Insurance Agent

    4 weeks ago


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

    As a Financial Services & Insurance Agent with New York Life Insurance Company, you will elevate your wealth planning practice by joining our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor.Gain access to our Advanced Planning Group, providing specialized support for large and complex case design to benefit your...


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

    Job OpportunityNew York Life Insurance Company is seeking an experienced Financial Services and Insurance Agent to join our team in Tulsa, OK. As a Financial Advisor, you will have the opportunity to work with clients to create customized financial plans tailored to their objectives and risk tolerance.Key Responsibilities:Conduct thorough financial...


  • Tulsa, Oklahoma, United States Winfield Property Management, LLC Full time

    Job SummaryWe are seeking a detail-oriented and experienced Financial Operations Specialist to join our finance team at Winfield Property Management, LLC. As a key member of our team, you will play a crucial role in overseeing the financial operations and reporting for our property portfolio. You will work closely with property managers and senior management...


  • Tulsa, Oklahoma, United States Della Infotech Full time

    Job Summary:As a Financial Operations Specialist at Della Infotech, you will play a crucial role in ensuring the smooth operation of our financial processes. Your primary responsibilities will include preparing incoming checks for processing at the lockbox, performing other clerical tasks, and working on the Corporate Credit Card Program. You will also be...


  • Tulsa, Oklahoma, United States Della Infotech Full time

    Job Summary: We are seeking a highly skilled Financial Operations Specialist to join our team at Della Infotech. The successful candidate will be responsible for managing customer payments, preparing incoming checks for processing, and performing other clerical tasks. Key Responsibilities:Process customer payments and reconcile bank statementsPrepare...


  • Tulsa, Oklahoma, United States Tulsa Federal Credit Union Full time

    We are seeking a highly skilled and dedicated Financial Services Representative to join our team at Tulsa Federal Credit Union.The ideal candidate will be responsible for providing exceptional service to our members by performing various financial transactions, servicing accounts, and responding to their inquiries in a timely and professional manner.The...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    About the Role:The TransFund Client Services Representative II is responsible for providing mid-level operational and technical support for TransFund customers. This includes troubleshooting technical problems, working with various resources such as ATM vendors, Card vendors, Third Party Processors, ATM switch providers, TransFund Relationship...

  • Financial Counselor

    4 weeks ago


    Tulsa, Oklahoma, United States Ensemble Health Partners Full time

    Job DescriptionWe are seeking a highly skilled Financial Counselor to join our team at Ensemble Health Partners. As a Financial Counselor, you will play a critical role in ensuring the accurate verification and calculation of patient liabilities, including previous balances, collection of patient payments, and adherence to regulatory compliance...


  • Tulsa, Oklahoma, United States SageNet LLC Full time

    Company Overview: SageNet LLC is a leading managed services provider specializing in connectivity, digital signage, and cybersecurity. We empower connections, inspire possibility, and empower customers to achieve their core business objectives. Our company culture is built on the principles of trusted connections, reliability, and security. We believe that...

  • Financial Specialist

    3 weeks ago


    Tulsa, Oklahoma, United States JoCo Full time

    Job Title: Financial AnalystWhat We DoAt JoCo, our Financial Analyst will provide comprehensive financial analysis and strategic recommendations to drive business growth and profitability.Key Responsibilities:Research and analyze financial data from internal and external sources to inform business decisions.Develop and maintain financial models and forecasts...