Wealth Management Advisor

Position Overview:As a Financial Consultant at One Day In July LLC, you will have the autonomy to select the clientele and markets you wish to engage with, allowing you to cultivate your own portfolio of business.Key Responsibilities:- Develop and maintain a robust client base while leveraging our investment platforms and receiving operational and compliance...

About the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to existing clients. This role requires a strong understanding of financial markets and a passion for helping clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial...

Company Overview:NexBank, established in 1922 and based in Dallas, Texas, is a prominent financial institution that operates under NexBank Capital, Inc. This organization encompasses a comprehensive range of financial services, including commercial and investment banking. With assets totaling $15 billion, NexBank serves a diverse clientele, including large...

Free Membership Benefits: The Advisor Daily eBlast + Exclusive Insights + Professional Networking AccessJoin Us TodayJob Title:Senior Vice President of Business GrowthCompany:Equipment Finance Advisor IncLocations: Opportunities Available NationwideEquipment Finance Advisor Inc is on the lookout for a proactive and seasoned expert in the commercial finance...

Who We AreNFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the...

Position OverviewPosition Title: Academic Advisor I - Senior Academic Advisor IPosition Type: Staff Full-TimeJob Summary: This role is essential in providing comprehensive academic guidance to students enrolled in the Master of Business Administration (MBA) program, primarily focusing on those participating in online courses. The advisor will work closely...

JAN-PRO Franchise Development - Franchise Business Advisor PositionJAN-PRO Franchise Development is seeking a committed individual with significant expertise in custodial management to become part of our team as a Franchise Business Advisor.In this role, you will be instrumental in offering assistance and strategic guidance to franchise owners, ensuring...

Job SummaryWe are seeking a highly skilled Trust Officer to join our team at BOK Financial. As a Trust Officer, you will be responsible for administering personal trust, custody, and estate accounts, providing exceptional service to our clients and ensuring compliance with governing instruments, applicable state and federal law, and fiduciary standards.Key...

Job SummaryWe are seeking an experienced Executive Director of Business Development to join our team at Equipment Finance Advisor Inc. As a key member of our commercial finance team, you will be responsible for generating new business opportunities and driving revenue growth.Key ResponsibilitiesGenerate a minimum of $30MM in equipment finance/lease new...

Job SummaryThis position serves as the primary academic advisor for Master of Business Administration (MBA) students primarily enrolled online, through the Watson Graduate School of Management (WGSM) in the Spears School of Business.Key ResponsibilitiesEvaluate student records and provide support and guidance for students enrolled in the MBA program.Perform...

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Quail Springs Financial Center Oklahoma City, Oklahoma Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...

Mainframe Technical AdvisorRemote - United StatesJR010619As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the client; provide leadership on troubleshooting and execution. You will be responsible for promoting open communication with other departments, while demonstrating sound judgment necessary in performing...

Position Overview:Oklahoma State University is looking for a committed Advisor/Coordinator to enhance our Educational Talent Search initiative. This position is essential in providing vital services to diverse groups, including adults, veterans, and students from high schools and middle schools. The Advisor/Coordinator will be instrumental in fostering...

Position Overview:Oklahoma State University is looking for a committed individual to serve as an Advisor/Coordinator within our Educational Talent Search initiative. This position is crucial in providing vital support services to diverse groups, including adults, veterans, and students from high school and middle school backgrounds. The Advisor/Coordinator...

Position ID: 75217 Location: Oklahoma City -OKC Field of Interest: Trust Services Salary Transparency: Not Available Application Deadline: Not SpecifiedBOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA manages...

About UKG:At UKG (Ultimate Kronos Group), our mission revolves around enhancing the lives of individuals. Our comprehensive HR, payroll, and workforce management solutions are designed to foster positive outcomes for all stakeholders. Our team, known as U Krewers, comprises skilled, collaborative, and innovative thinkers who are dedicated to...

Req ID: 75217 Location: Oklahoma City -OKC Areas of Interest: Trust Pay Transparency Salary Range: Not Available Application Deadline: 08/30/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...

Position Overview:As a Vice President in the Multi-Asset Research Analyst role, you will be an integral part of our investment management team at BNY Advisors.About BNY Investments:BNY Investments stands as a premier investment management firm, overseeing $2 trillion in assets under management. Our investor-centric philosophy enables us to provide clients...

Position Overview:Oklahoma State University is in search of a committed Advisor/Coordinator to enhance our Educational Talent Search program, aimed at supporting adult learners, veterans, and students from high school and middle school backgrounds. In this pivotal role, you will be instrumental in guiding individuals as they navigate their educational...

Position Overview:Oklahoma State University is looking for a committed Advisor/Coordinator to facilitate vital program services aimed at supporting adult learners, veterans, and secondary school students. In this role, you will be instrumental in motivating and guiding individuals as they pursue their educational aspirations.Primary Duties:Execute the...