Strategic Financial Planning Specialist
3 weeks ago
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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Financial Operations Specialist
6 hours ago
Oklahoma City, Oklahoma, United States BOK Financial Full timeJob SummaryInvest in your career with us and contribute to our dynamic team as a Financial Operations Specialist. This role involves providing exceptional support to Financial Consultants, ensuring operational functions are processed efficiently. We offer an exciting opportunity for someone who enjoys being resourceful and executing complex tasks.About the...
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Financial Planning Specialist
2 weeks ago
Oklahoma City, Oklahoma, United States Sherrie Jefflo - State Farm Agent Full timeAbout the RoleThe Insurance and Financial Services Position is a critical member of our team at Sherrie Jefflo - State Farm Agent. In this role, you will be responsible for building strong relationships with clients, providing expert financial planning and insurance advice, and identifying opportunities to grow our agency.Responsibilities:Client relationship...
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Oklahoma City, Oklahoma, United States The Medicus Firm Full timeJob SummaryThis is an exceptional opportunity for a visionary leader to join our team as the Chair of the Department of Rehabilitation Sciences. The successful candidate will provide strategic leadership, drive innovation, and foster collaboration within the department.Responsibilities:Lead strategic planning for administration, research, teaching, and...
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Financial Management Specialist
4 hours ago
Oklahoma City, Oklahoma, United States The University of Oklahoma Full timeCompany Overview: The University of Oklahoma is a leading institution in higher education, dedicated to excellence in research, teaching, and community engagement. Our Financial Services team plays a vital role in supporting the university's mission by providing high-quality financial management services.Key Responsibilities: As a Lead Accountant, you will...
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Financial Operations Specialist
2 weeks ago
Oklahoma City, Oklahoma, United States Meddys Full timeKey ResponsibilitiesThe Financial Operations Specialist will maintain and manage accurate financial records, including general ledger entries, reconciliations, and financial statements. This role will also prepare monthly, quarterly, and annual financial reports for internal stakeholders and regulatory compliance, as well as analyze financial data to provide...
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Financial Services Specialist
3 weeks ago
Oklahoma City, Oklahoma, United States Oklahoma's Credit Union Full timeJob SummaryOklahoma's Credit Union invites applications from skilled Financial Services Specialists who can deliver exceptional member service in a call center environment. As a key member of our team, you will provide comprehensive support to our members, addressing their needs and resolving their issues in a prompt and professional manner.This is an...
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Financial Data Specialist
1 month ago
Oklahoma City, Oklahoma, United States Globe Life Full timeUnlock a fulfilling career with Globe Life, where you play a crucial role in securing the financial future of our customers. As a Financial Data Specialist, you will be responsible for ensuring timely and accurate application of premium payments for individual and group policies.About This RoleThis is a challenging position that requires attention to detail...
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Financial Services Specialist
4 weeks ago
Oklahoma City, Oklahoma, United States VOAOK Full timeWe are seeking a highly organized and detail-oriented Financial Services Specialist to join our team in Oklahoma City, OK. As the ideal candidate, you will have excellent communication skills and be able to work independently with minimal supervision.The estimated salary for this position is $38,400 per year, based on a $15.00 hourly rate and 40 hours of...
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Financial Transaction Specialist
2 weeks ago
Oklahoma City, Oklahoma, United States WEOKIE Federal Credit Union Full timeJob SummaryWEOKIE Federal Credit Union is looking for a highly skilled Financial Transaction Specialist to join our team. As a key member of our operations, you will be responsible for delivering exceptional customer service while accurately processing financial transactions. If you have a passion for numbers and possess strong analytical skills, we...
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Multilingual Financial Service Specialist
3 days ago
Oklahoma City, Oklahoma, United States Communication Federal Credit Union Full timeAbout Our JobWe are seeking a highly skilled Multilingual Financial Service Specialist to join our team at Communication Federal Credit Union. As a key member of our operations, you will play a vital role in delivering exceptional member experiences by providing prompt, efficient, and courteous service.Your primary responsibility will be to process accurate...
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Business Growth Specialist
3 weeks ago
Oklahoma City, Oklahoma, United States Elevated Financial Benefits Full timeJob OverviewElevated Financial Benefits is expanding its sales team in Oklahoma City and surrounding areas, and we're looking for a highly skilled Business Growth Specialist to join our ranks. As a Business Growth Specialist, you will play a crucial role in driving new business growth and expansion through effective sales strategies and techniques.Salary...
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RV Industry Financial Operations Specialist
2 weeks ago
Oklahoma City, Oklahoma, United States Fun Town RV Full timeJob Title: RV Industry Financial Operations SpecialistEstimated Salary: $90,000 - $120,000 per yearThis role is responsible for managing the financial operations of the Parts and Warranty business within an assigned zone. The ideal candidate will have a strong analytical mindset and excellent communication skills.Key Responsibilities:Partner with the...
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Strategic Enterprise Sales Professional
2 days ago
Oklahoma City, Oklahoma, United States SHI International Full timeAbout SHI International Corp.Since 1989, SHI International Corp. has been a leader in providing IT solutions and services to organizations worldwide. Our commitment to diversity, continuous professional growth, and leadership opportunities make us an attractive employer. We offer world-class facilities, health, wellness, and financial benefits to ensure our...
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Discharge Planning Specialist
4 weeks ago
Oklahoma City, Oklahoma, United States OU Health Full timeKey Responsibilities:As an RN Discharge Planner-Weekends, your key responsibilities will include:Carefully assessing patients' biophysical, psychosocial, environmental, discharge planning needs, and financial status.Working closely with patients, families, and healthcare teams to coordinate care and services.Ensuring that patients receive the necessary...
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Banking Operations Specialist
7 hours ago
Oklahoma City, Oklahoma, United States BOK Financial Full timeAbout UsBOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. We operate banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Our team culture is built around living the company values in everything we do and acting with honor and transparency. We are a...
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Automotive Financial Manager
4 weeks ago
Oklahoma City, Oklahoma, United States The Herb Chambers Companies Full timeThe Herb Chambers Companies is seeking a seasoned Automotive Financial Manager to oversee the financial and accounting functions of our dealership.We are looking for an experienced professional with a minimum of 3 years in dealership accounting to join our team as an Automotive Financial Manager. As a key member of our leadership team, you will be...
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Retirement Plan Document Specialist
2 days ago
Oklahoma City, Oklahoma, United States Milliman Ireland Full timeAbout UsMilliman is an independent professional services firm that delivers business solutions to financial institutions, healthcare organizations, and government agencies worldwide. Our team of professionals provides actuarial, risk management, and human capital consulting services.The OpportunityThis role is a key position in our Employee Benefits...
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Commercial Banking Specialist
20 hours ago
Oklahoma City, Oklahoma, United States BOK Financial Full timeJob SummaryWe are seeking an experienced Commercial Relationship Manager IV to join our team. In this role, you will be responsible for building and maintaining relationships with high-value clients, identifying new business opportunities, and collaborating with internal teams to execute sales strategies and customer service initiatives.Key QualificationsA...
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Business Development Specialist
18 hours ago
Oklahoma City, Oklahoma, United States BOK Financial Full timeCompany Overview">BOK Financial Corporation is a diversified financial services company that serves consumers, small businesses, and international corporations. With a rich history spanning over a century, we've grown into a leading player in the industry, operating in an eight-state footprint.We're proud of our commitment to excellence, with 4,800 team...
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Team Lead and Business Development Specialist
2 weeks ago
Oklahoma City, Oklahoma, United States Hideaway Pizza Full timeJob Title: Team Lead and Business Development SpecialistAbout Us:Hideaway Pizza is a dynamic and customer-focused company that values teamwork, innovation, and continuous improvement. We are seeking an experienced Team Lead and Business Development Specialist to join our team. In this role, you will be responsible for leading our team and driving business...