Current jobs related to Vice President of Financial Advisory Services - Oklahoma City, Oklahoma - CFA Institute

  • Vice President of Operations

    4 weeks ago

    Oklahoma City, Oklahoma, United States Shreem Real Estate Management Full time

    Job Title: Vice President of OperationsShreem Capital is seeking an experienced Vice President of Operations to join their team.Job Summary:The Corporate Vice President of Operations is responsible for assisting the executive team in working directly with the hotel operational teams for an assigned group of hotels within the Shreem Capital portfolio.Key...

  • Vice President of Pharmacy Services

    3 days ago

    Oklahoma City, Oklahoma, United States OU Health Full time

    Job Title: Vice President of Pharmacy ServicesOU Health is seeking a highly skilled and experienced Vice President of Pharmacy Services to lead our pharmacy operations and strategy. As a key member of our leadership team, you will be responsible for developing and executing strategies that align with our mission, vision, and values.Key...

  • Vice President of Pharmacy

    2 weeks ago

    Oklahoma City, Oklahoma, United States OU Health Full time

    Job Title: Vice President of PharmacyOU Health is seeking a highly experienced and skilled Vice President of Pharmacy to lead our pharmacy operations and strategy. As a key member of our leadership team, you will be responsible for developing and executing pharmacy services strategies that align with our organization's mission, vision, and values.Key...

  • Regional Vice President

    2 weeks ago

    Oklahoma City, Oklahoma, United States Sunrise Health Management Full time

    Job Title: Regional Vice President - Long Term Care AdministratorSunrise Health Management is seeking a licensed Long Term Care Administrator to serve as our Oklahoma-based Regional Vice President. In this role, you will oversee the daily operations of up to 6 properties, ensuring compliance with State and Federal regulations.Key Responsibilities:Lead the...

  • Regional Vice President, Commercial Lines Leader

    2 weeks ago

    Oklahoma City, Oklahoma, United States Hanover Insurance Company Full time

    Regional Vice President, Commercial LinesAt Hanover Insurance Company, we are committed to delivering on our promises and being there when it matters most. We live our values every day, demonstrating our CARE values, ESG initiatives, and IDE journey.Job SummaryWe are seeking a Regional Vice President, Commercial Lines to join our growing team in our New...

  • Regional Vice President Commercial Lines

    4 weeks ago

    Oklahoma City, Oklahoma, United States Hanover Insurance Company Full time

    Regional Vice President, Commercial LinesAt Hanover Insurance Company, we are seeking a highly skilled and experienced Regional Vice President to lead our Commercial Lines team in Somerset County, New Jersey. As a key member of our leadership team, you will be responsible for driving profitable growth in the assigned territory, executing business plans, and...

  • Vice President of Fixed Operations Leadership

    3 weeks ago

    Oklahoma City, Oklahoma, United States Norm Reeves Subaru Rockwall Full time

    Lead the Fixed Operations Department at Norm Reeves Subaru RockwallWe are seeking a seasoned Automotive General Manager to oversee the fixed operations departments at our Subaru dealership in Rockwall, Texas. As the Vice President of Fixed Operations, you will be responsible for leading a diverse team of service, parts, and collision center professionals to...

  • Vice President of Human Resources

    3 weeks ago

    Oklahoma City, Oklahoma, United States HOPE MEDIA GROUP Full time

    Job SummaryHope Media Group is seeking a highly skilled and experienced Vice President of Human Resources to lead our HR function and drive business results. As a key member of our leadership team, you will be responsible for developing and implementing strategic HR initiatives that align with our organization's goals and objectives.Key...

  • Vice President of Human Resources- Energy

    4 weeks ago

    Oklahoma City, Oklahoma, United States IDEX Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President of Human Resources to join our team at IDEX Energy. As a key member of our leadership team, you will be responsible for developing and implementing human resources strategies that drive business growth and success.Key ResponsibilitiesDevelop and execute HR strategies aligned with...

  • Risk Advisory Services Intern

    4 weeks ago

    Oklahoma City, Oklahoma, United States CBIZ Full time

    Join Our Team as a Risk Advisory Business Process InternCBIZ, a leading provider of financial and employee business services, is seeking a highly motivated and detail-oriented Risk Advisory Business Process Intern to join our team. As a Risk Advisory Business Process Intern, you will work closely with project managers and team members to provide professional...

  • Vice President of Human Resources

    4 weeks ago

    Oklahoma City, Oklahoma, United States IDEX Full time

    Job SummaryWe are seeking a highly skilled and experienced Vice President of Human Resources to join our team at IDEX Energy. As a key member of our leadership team, you will be responsible for developing and implementing human resources strategies that align with our business objectives.Key ResponsibilitiesDevelop and execute HR strategies to drive business...

  • Financial Professional

    2 weeks ago

    Oklahoma City, Oklahoma, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Oklahoma City area. As a Financial Professional, you will work with plan sponsor relationships in the education market, providing expertise in 403(b)/457 enrollment, retirement, and investment strategies.Key...

  • Financial Professional

    2 weeks ago

    Oklahoma City, Oklahoma, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Oklahoma City area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors in the education market.Key Responsibilities:Enroll participants in 403(b) and 457 plans,...

  • Risk Advisory Intern

    1 week ago

    Oklahoma City, Oklahoma, United States CBIZ Full time

    Job SummaryCBIZ Risk Advisory Services is seeking a highly motivated and detail-oriented Risk Advisory Business Process Intern to join our team. As a Risk Advisory Business Process Intern, you will work closely with project managers and team members to provide professional services to our clients.Key ResponsibilitiesParticipate in a variety of Internal Audit...

  • Financial Solutions Advisor

    3 days ago

    Oklahoma City, Oklahoma, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...

  • Financial Services Specialist

    4 weeks ago

    Oklahoma City, Oklahoma, United States Bluecrest Financial Alliances Full time

    Unlock Your PotentialAre you ready to take your career to the next level? Do you want to make a meaningful impact in the lives of individuals, businesses, and families? As a Financial Services Professional with Bluecrest Financial Alliances, you will have the opportunity to do just that.About the RoleWe are seeking a highly motivated and dedicated individual...

  • Financial Center Client Service Representative

    2 weeks ago

    Oklahoma City, Oklahoma, United States Bank of America Full time

    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. Our goal is to create a workplace where our teammates can grow and thrive, and where we can deliver exceptional service to our clients.We are seeking a highly motivated and customer-focused Client Service...

  • Financial Services Professional

    1 week ago

    Oklahoma City, Oklahoma, United States Bluecrest Financial Alliances Full time

    Unlock Your Potential as a Financial Services ProfessionalAre you ready to take control of your career and make a meaningful impact on people's lives? As a Financial Services Professional at Bluecrest Financial Alliances, you'll have the opportunity to work directly with individuals, businesspeople, and families to help them navigate their financial...

  • Taxpayer Advisory Specialist

    4 weeks ago

    Oklahoma City, Oklahoma, United States U.S. Department of the Treasury Full time

    About the JobThis is an exciting opportunity to join the U.S. Department of the Treasury as a Taxpayer Advisory Specialist. In this role, you will be responsible for assisting and advising taxpayers in meeting their Federal Tax obligations.Key ResponsibilitiesConduct interviews with taxpayers to determine their tax situation and provide advice on probable...

  • Financial Center Client Service Representative

    1 week ago

    Oklahoma City, Oklahoma, United States Bank of America Full time

    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 clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates...

Vice President of Financial Advisory Services

2 months ago

Oklahoma City, Oklahoma, United States CFA Institute Full time

Position Type:
Regular

Your Opportunity
At CFA Institute, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry collaboratively.
The CFA Institute's advisory team is central to our commitment to assisting clients in achieving their financial aspirations.

In this dynamic role, you will provide clients with financial insights while establishing enduring relationships grounded in trust, respect, and shared objectives.

You will also have the opportunity to navigate your own professional path within our supportive and inclusive culture, along with a diverse array of career opportunities.

As a Financial Consultant at CFA Institute, you will manage a portfolio of existing clients, offering them wealth management and financial planning guidance.

Over time, you will expand your practice comprehensively through client asset consolidation, networking, and obtaining client referrals.

If you possess a securities license, thrive in a collaborative environment, and share our dedication to client service, this position is ideal for you.


What You Have Required Qualifications:
A valid and active FINRA Series 7 license is mandatory.

Acquiring or obtaining a FINRA Series 66 (63/65) license and Life & Health Insurance will be necessary during your tenure.


Preferred Qualifications:


Proven ability to cultivate strong relationships, foster trust, and enhance client engagement through a strategic communication approach that exceeds client expectations.

Successful candidates will also learn to leverage our team of CFA specialists, adhere to CFA advice guidelines, utilize market knowledge, and inspire action to assist clients in achieving their financial goals.

Willingness to manage wealth on behalf of clients, including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.

Ability to adapt and implement strategies as market and business conditions evolve.

Passion for community involvement to engage clients in discussions about market trends, sound investment principles, and optimal wealth and long-term investment strategies tailored to their unique situations.

Commitment to delivering an exceptional investor experience while advancing your own professional growth in Wealth Management.

What's in it for You:
At CFA Institute, we are dedicated to empowering our employees' personal and professional success.

Our flexible work arrangements, supportive culture, and focus on your development provide you with the resources needed to make a meaningful impact in the finance sector.

We offer a competitive benefits package that addresses your holistic needs - both now and in the future:
Base salary
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

In accordance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing.

You will be required to register and undergo the necessary SAFE Act background check and registration process.

#J-18808-Ljbffr