Senior Wealth Advisor & Team Lead for HNW Clients
Mariner
A leading wealth management firm is seeking a Senior Wealth Advisor in Tulsa, OK, to lead a team and develop comprehensive wealth plans. Candidates must possess a Bachelor’s degree and at least 10 years of relevant experience. The ideal candidate will demonstrate strong leadership, superb interpersonal skills, and a commitment to client cultivation. A clean U4 and certifications such as Series 65, CFP, or CFA are required. Join a firm that values progressive professional growth and community engagement. #J-18808-Ljbffr Mariner
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Team Lead for HNW Clients in Tulsa, OK vacancy
- ...Oklahoma is seeking an experienced Wealth Advisor to provide comprehensive... ...management advice to high net worth clients. You will collaborate with the wealth management team to create customized financial... ...while actively engaging and leading client relationships. #J-1880...SeniorHigh net worth
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...SeniorHigh net worth
Mariner
Tulsa, OK3 days ago $120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to join their Private Client Services team. This role includes reviewing complex individual tax returns, providing income tax planning for high-net-worth individuals, and ensuring compliance for partnerships...SeniorHigh net worthRemote jobHourly paySeasonal work- First United Bank in Tulsa is seeking a Senior Relationship Banker who will handle customer service, sales, and relationship management. The ideal candidate must have at least 3 years of banking experience and excellent customer service skills. The position involves mentoring...Senior
$76k - $125.3k
...part of a growing global team, acting as a key point... ...for a wide range of clients and colleagues. This is... ...develop into a trusted advisor role to client. You will... ...understanding of estate and wealth planning Experience... ...to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- A leading financial services firm is seeking candidates for the Advisor Development Program in Tulsa, Oklahoma. This role focuses on building relationships with high-... ...collaborating with experienced Financial Advisor Teams. Successful candidates will possess Series 7 and...High net worth
$90 - $120 per hour
EY is looking for a Seasonal Tax Manager for Private Client Services to manage complex tax planning and compliance projects remotely within the United States. Candidates should have a valid US CPA license or an active state bar membership, a Bachelor's degree in a relevant...High net worthRemote jobHourly paySeasonal work- JPMorgan Chase & Co. is seeking a Private Client Advisor in Tulsa, Oklahoma. The candidate will offer comprehensive financial planning and advice, supporting clients at all wealth levels. Responsibilities include building client relationships, demonstrating integrity, and...
$101k - $112k
...Partnership Taxation Senior Associate Tulsa, Oklahoma, United... ...Backfill) The Role Join our client's Partnership Business team as a Tax Senior Associate, where you will lead the compliance for complex... ...: Highly preferred. HNW Experience: Proven track record...SeniorHigh net worthFull timeWork at officeLocal area3 days per weekFox Point Recruitment
Tulsa, OK18 hours ago- A leading financial services firm in Tulsa is seeking a Financial Advisor to develop relationships with high-net worth individuals and provide expert investment advice... ...includes responsibilities such as handling client inquiries, assessing financial goals, and managing...High net worth
- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated... ...strategy that aligns with each client’s goals and values. Our focus... ...solutions Cultivate and lead client relationships to ensure...High net worth
Mariner
Tulsa, OK1 day ago - A leading financial institution seeks an experienced Private Wealth Trust Sales Advisor to manage ultra-high net worth client relationships. This role involves developing networks, providing financial solutions, and ensuring excellent service delivery. Candidates should...High net worth
- ...seeks an experienced tax professional to prepare and review complex individual tax returns. This role involves advising high-net-worth clients while collaborating with specialists to provide comprehensive tax planning solutions. Ideal candidates will have a Bachelor's...SeniorHigh net worthFlexible hours
- A leading financial services firm is looking for a Senior Home Lending Advisor in Tulsa, Oklahoma. This role involves serving as the chief point of contact for customers throughout the loan process and requires extensive knowledge of home lending products and regulations...Senior
- ...Partnership Taxation Senior Associate Location: Tulsa, OK 74136 Work Model: Hybrid... ...closely with the Partnership Business team to deliver high-quality tax solutions, identify... ...opportunities, and maintain strong client relationships across a diverse client base...SeniorHigh net worthFull timeWork at officeLocal areaRelocation
Veracity
Tulsa, OK1 day ago - ...A leading accounting firm seeks an Audit Senior with 3 to 5 years of public accounting experience. The role involves working on audit-related projects while... .... The successful candidate will have a commitment to client relations, strong analytical skills, and effective...SeniorRemote workFlexible hours
Stanfield + O’Dell
Tulsa, OK3 days ago - ..., and trade execution. Recommend investment plans aligned with client goals. Conduct periodic client reviews and adjust portfolios as... ...involvement. Participate in the referral program and follow up on leads. Maintain expertise in financial markets and use research tools...Work at office
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...and colleagues in a growing global team. The opportunity You’ll join the team... ...thorough understanding of estate and wealth planning Experience researching tax...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours$129.6k - $194.3k
...your mark as the HR Leader, Private Client Services at MMA. Marsh McLennan... ...global resources of the world’s leading professional services firm, Marsh (... ...People Officer and MMA PCS Leadership Team, the HR Leader will serve as the senior people strategist for MMA PCS...Minimum wageLocal areaRemote workNight shiftMarsh LLC
Tulsa, OK1 day ago- Ernst & Young Oman is seeking a Senior Technology Analyst to join our Oracle Services practice... ...collaborating with cross-functional teams. The position requires strong analytical... ...ERP experience, and the ability to manage client relationships effectively. You'll also support...Senior
- ..., Inc. is looking for a Commercial Lines Senior Account Manager in Tulsa, Oklahoma. This... ...as the primary point of contact for large clients. Key responsibilities include client retention... ...issues, and coordinating with internal teams. The ideal candidate will have at least 5...Senior
- ...Services is seeking an experienced professional in Tulsa, Oklahoma to manage and coordinate service activities for commercial lines clients with a focus on client relationship management and retention. Responsibilities include educating clients on insurance policies,...Senior
- Private Wealth Banker job at BOK Financial. Tulsa, OK. Req ID: 7664... ...Based Summary Acting as a trusted advisor, finding and recommending the... ...to help our high-net-worth clients grow, preserve, and protect their... ...worth clients and businesses. Team Culture We understand everyone...High net worth
- WSB and Associates is looking for a Senior Project Manager for its Tulsa, OK location... ...relationships with municipal clients. The ideal candidate will have extensive... ...relevant regulations. As part of a dynamic team, you will also lead business development activities and pursue...Senior
$55k - $151.47k
...providing advice and guidance to clients on tax planning, compliance,... ...anticipate the needs of your teams and clients, and to deliver quality... ..., and experiences you need to lead and deliver value at this... ..., and year-end planning. As a Senior Associate you analyze complex...SeniorHigh net worthFull timeH1bPwC
Tulsa, OK3 days ago$91k - $321.5k
...advice and guidance to clients on tax planning, compliance... ...Growing as a strategic advisor, you leverage your... ...diverse, and inclusive teams, and your commitment to... ...experiences you need to lead and deliver value at this... ...owners of PwC. As a Senior Manager you are expected...SeniorHigh net worthFull timeH1bRemote workPwC
Tulsa, OK18 hours ago- A leading construction firm in Tulsa is seeking a Project Executive to manage all aspects of construction projects while ensuring client satisfaction and financial performance. This role requires a proven track record in project management with a minimum of 15 years of...Senior
- A dedicated nonprofit organization in Tulsa is seeking a Client Support Advocate to enhance responses to elder abuse. The advocate will provide case management, outreach, and support primarily for clients aged 50 and over, focusing on the LGBTQ+ community. Essential tasks...Senior
$48k - $60k
LPL Financial is seeking a Financial Advisor to join Oklahoma Central Credit Union in Tulsa, OK. The role involves servicing existing clients and building new relationships through the credit union’s referral system. Candidates must have Series 7 and 66 licenses, along...- ...in Tulsa, Oklahoma is looking for a skilled Water Resources Practice Lead to manage civil engineering projects focused on stormwater management. The candidate will lead a diverse team, maintain client relations, and ensure design quality and compliance with regulations....Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Team Lead for HNW Clients. Be the first to apply!
Related searches
- finance associate Tulsa, OK
- financial advisor Tulsa, OK
- estate planning consultant Tulsa, OK
- financial planning assistant Tulsa, OK
- associate corporate finance Tulsa, OK
- entry level financial advisor Tulsa, OK
- financial planning administrator Tulsa, OK
- financial planning associate Tulsa, OK
- jde finance consultant Tulsa, OK
- financial planner Tulsa, OK