Strategic Financial Planning Specialist

3 weeks ago


Oklahoma City, Oklahoma, United States GPAC Full time
Financial Advisor

We are seeking a dedicated financial professional to provide comprehensive financial planning and investment advice.

  • Develop tailored financial strategies that cater to clients' needs and goals.
  • Maintain strong relationships with clients through ongoing support and communication.
  • Stay updated on market trends and regulatory changes to ensure informed decision-making.

Key Responsibilities:

  • Provide expert financial guidance to clients, including investment advice and portfolio management.
  • Analyze client financial situations to identify areas for improvement and develop strategic plans.
  • Collaborate with cross-functional teams to deliver high-quality services to clients.

Essential Skills and Qualifications:

  • Minimum 3 years of experience as a Financial Advisor or in a related field.
  • Strong knowledge of investment products, financial markets, and industry regulations.
  • Excellent communication and interpersonal skills to effectively engage with clients and internal stakeholders.

Prominent Benefits:

  • Estimated salary: $90,000 - $115,000 per year, depending on experience.
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Ongoing professional development opportunities to enhance skills and expertise.


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