Current jobs related to Principal Wealth Management Advisor - Tulsa, Oklahoma - Fifth Third Bank, N.A.

  • Financial Advisor

    2 weeks ago

    Tulsa, Oklahoma, United States Guide Wealth Partners Full time

    Unlock Your Potential and Transform Your Career with Guide Wealth PartnersAre 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 your...

  • Wealth Management Specialist

    4 weeks ago

    Tulsa, Oklahoma, United States Capital Advisors Full time

    Wealth Advisor Position OverviewWe are seeking a skilled Wealth Advisor to join our team at Capital Advisors. As a Wealth Advisor, you will play a critical role in helping our clients achieve their long-term financial goals through personalized investment advice and portfolio management.Key Responsibilities:Develop and maintain strong relationships with...

  • Wealth Management Specialist

    1 month ago

    Tulsa, Oklahoma, United States Capital Advisors Full time

    Wealth Advisor PositionCapital Advisors is seeking a skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for managing client relationships and providing personalized investment advice to help clients achieve their financial goals.Key Responsibilities:Develop and implement customized investment plans for clientsConduct...

  • Wealth Management Specialist

    1 month ago

    Tulsa, Oklahoma, United States Capital Advisors Full time

    Wealth Advisor Position OverviewCapital Advisors is seeking a skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for managing client relationships, providing investment advice, and creating comprehensive financial plans.Key Responsibilities:Client Advisement: Handle portfolio reviews with clients, discuss their portfolio,...

  • Wealth Management Professional

    2 weeks ago

    Tulsa, Oklahoma, United States Capital Advisors, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Capital Advisors, Inc. As a Wealth Advisor, you will be responsible for managing client relationships, providing investment advice, and working closely with our research and allocation teams to customize client portfolios.Key ResponsibilitiesClient Advisement:...

  • Wealth Management Specialist

    4 weeks ago

    Tulsa, Oklahoma, United States Capital Advisors Full time

    {"title": "Wealth Advisor Position Overview", "content": "At Capital Advisors, we are dedicated to helping our clients achieve their long-term financial goals through personalized investment strategies and comprehensive financial planning.As a Wealth Advisor, you will play a critical role in building and maintaining strong relationships with our clients,...

  • Wealth Management Specialist

    4 weeks ago

    Tulsa, Oklahoma, United States Capital Advisors, Inc. Full time

    Job Title: Wealth AdvisorWealth Advisors at Capital Advisors, Inc. play a vital role in helping clients achieve their long-term financial goals through expert investment advice and personalized service.Key Responsibilities:Develop and maintain strong relationships with clients, understanding their unique financial situations and goals.Provide comprehensive...

  • Wealth Management Professional

    6 days ago

    Tulsa, Oklahoma, United States Capital Advisors Full time

    Wealth Advisor Position OverviewWealth Advisors at Capital Advisors are dedicated to making a positive impact in people's lives by helping them achieve meaningful lifetime goals through investment results. Our team inspires peace of mind through a transparent and repeatable investment process and frequent communication.Key ResponsibilitiesClient Advisement:...

  • Wealth Management Specialist

    1 month ago

    Tulsa, Oklahoma, United States Capital Advisors, Inc. Full time

    Job Title: Wealth AdvisorWealth Advisors at Capital Advisors, Inc. play a vital role in helping clients achieve their long-term financial goals through expert investment advice and personalized service.Key Responsibilities:Develop and maintain strong relationships with clients, providing tailored investment solutions to meet their unique needs and...

  • Private Wealth Manager

    3 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Private Wealth BankerAt BOK Financial, we are seeking a skilled Private Wealth Banker to join our team. As a trusted advisor, you will be responsible for identifying and building relationships with high net worth clients, providing personalized financial solutions to help them achieve their goals.Key Responsibilities:Develop and implement a...

  • Financial Services Professional

    2 weeks ago

    Tulsa, Oklahoma, United States Guide Wealth Partners Full time

    Unlock Your Potential with Guide Wealth PartnersAre you ready to take your career to the next level? At Guide Wealth Partners, we're seeking 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 your chance to make a significant...

  • Financial Services Professional

    2 weeks ago

    Tulsa, Oklahoma, United States Guide Wealth Partners Full time

    Unlock Your Potential with Guide Wealth PartnersAre you a driven and ambitious individual looking to take your career to the next level? At Guide Wealth Partners, we're seeking exceptional financial professionals to join our team of experienced advisors. If you excel in leadership, thrive on challenge, and are passionate about helping others, this is your...

  • Senior Financial Consultant

    2 weeks ago

    Tulsa, Oklahoma, United States Guide Wealth Partners Full time

    Unlock Your Potential and Transform Your Career with Guide Wealth PartnersAre you ready to take your career to the next level? At Guide Wealth Partners, we're looking for ambitious and driven individuals to excel in leadership and help others achieve financial success.Why Guide Wealth Partners?Elite Success with Unmatched Support: Gain the perfect blend of...

  • Wealth Management Analyst

    4 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Wealth Management Employee & Client Experience AnalystJob Summary: We are seeking a highly skilled and detail-oriented Wealth Management Employee & Client Experience Analyst to join our team. As a key member of our Wealth Management division, you will be responsible for gathering and analyzing client and employee feedback to drive actionable...

  • Wealth Management Analyst

    2 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Wealth Management Employee & Client Experience AnalystAbout the Role:The Wealth Management Employee & Client Experience Analyst is a key member of our team, responsible for gathering and analyzing client and employee feedback to drive actionable improvements in our Wealth Management division.Key Responsibilities:Collect and analyze data to understand...

  • Wealth Product Manager II

    1 month ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryBOK Financial is committed to fostering talent and providing excellent career growth opportunities. As a Wealth Product Manager II, you will play a key role in driving new product development from concept to completion, collaborating with internal and external partners to boost revenue, enhance efficiency, and strengthen customer relationships.Key...

  • Wealth Product Manager II

    1 month ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Wealth Product Manager II to join our team at BOK Financial Corporation Group. As a key member of our wealth management team, you will be responsible for driving new product development from concept to completion, working closely with internal and external partners.Key ResponsibilitiesCollaborate with the Senior...

  • Wealth Management Data Analyst

    1 month ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Wealth Management Employee & Client Experience AnalystAbout the Role:We are seeking a highly skilled and analytical individual to join our Wealth Management team as a Wealth Management Employee & Client Experience Analyst. In this role, you will be responsible for gathering and analyzing client and employee feedback to drive actionable...

  • Wealth Product Manager II

    2 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleBOK Financial is seeking a highly skilled Wealth Product Manager II to join our team. As a key member of our product development team, you will be responsible for driving new product development from concept to completion, working closely with internal and external partners.Key ResponsibilitiesCollaborate with the Senior Product Manager to...

  • Wealth Team Supervisor

    4 weeks ago

    Tulsa, Oklahoma, United States OKKS Region - Modern Woodmen of America Full time

    Join Our Team as a Wealth Team SupervisorWe are seeking a highly motivated and experienced Wealth Team Supervisor to lead our team of financial representatives in the OK/KS Region. As a key member of our organization, you will be responsible for driving the growth of our local office, recruiting, training, and developing financial representatives, and...

Principal Wealth Management Advisor

2 months ago

Tulsa, Oklahoma, United States Fifth Third Bank, N.A. Full time
Position Overview:

As a Senior Portfolio Manager at Fifth Third Bank, N.A., you will play a pivotal role in managing substantial and intricate client portfolios. Your expertise will guide the development, recommendation, and execution of tailored investment strategies that align with the unique objectives of our diverse clientele.


Key Responsibilities:

1. Cultivate and maintain strong client relationships to drive satisfaction and generate new asset management revenue.

2. Collaborate with major clients to establish investment goals and implement comprehensive investment plans, ensuring each relationship has a detailed Investment Policy Statement.

3. Partner with client advisors to identify and pursue new business opportunities, including preparing and delivering investment management proposals.

4. Interpret trust or agency agreements to create investment policies that meet client objectives.

5. Execute investment strategies in accordance with established guidelines to achieve competitive returns while managing risk effectively.

6. Engage regularly with the Wealth Management Team and external advisors to facilitate clear communication regarding client goals and coordinate necessary portfolio adjustments.

7. Stay informed about emerging investment strategies, market trends, and legal considerations to enhance decision-making and client service.

8. Adhere to established investment policies and procedures, including conducting annual account reviews and managing exceptions appropriately.


Qualifications:

A Bachelor's degree in a relevant field is required, with a preference for candidates holding advanced degrees such as an MBA or CFA. Candidates should possess 8 to 10 years of experience in money management and investment decision-making. Strong communication and presentation skills are essential for success in this role.


Fifth Third Bank, N.A. is committed to fostering an inclusive workplace and promoting equal employment opportunities for all individuals.