Wealth Advisor: Retirement & Investment Strategy

Wealthbridge-Financial-Group

WealthBridge Financial Group in Oklahoma City is seeking a Financial Consultant to help clients understand their financial goals and provide tailored advice across investments, retirement planning, and wealth management. You will analyze client needs, develop action plans, and collaborate with a network of experts to deliver comprehensive solutions and long-term relationships. A bachelor’s degree in finance or related field is required; licensing in financial planning is a plus and strong #J-18808-Ljbffr Wealthbridge-Financial-Group

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Wealth Advisor: Retirement & Investment Strategy in Oklahoma City, OK vacancy

Wealth Advisor - Wealth Management / Personal Strategy- Boston region
$72.2k - $101.98k
...freedom. Empower Yourself. The Wealth Advisor is an essential member of a... ...servicing Empower Personal Strategy clients who reside in the... ...alongside your advisory team Investment management: recommend,... ...vision and life insurance Retirement savings - 401(k) plan with generous...
Retirement
16 hours
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
Work visa
Flexible hours
Empower
Oklahoma City, OK
5 days ago
Financial Consultant
...objectives and provide them with tailored advice and strategies that align with their goals. You will leverage... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant...
Retirement
WealthBridge Financial Group
Moore, OK
4 days ago
Financial Advisor
...meeting with clients to review financial and investment goals, building a financial plan, and... ...Recommends banking and investments strategies that align with client financial goals... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained...
Retirement
Temporary work
Work at office
Immediate start
Monday to Friday
Flexible hours
Shift work
Day shift
Bank of America
Oklahoma City, OK
4 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...building, and development strategies you need to be... ...· Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs... ...and Northwestern Mutual Wealth Management Company® (...
Retirement
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Oklahoma City, OK
3 days ago
US Experienced Financial Advisor
$50k
...clients and 20,000 financial advisors across the U.S. and Canada,... .... and Canada than any other investment firm, serving over eight million... ...-face and virtual sourcing strategies (e.g., residential, business... ...Edward Jones offers a 401k retirement plan, and tax-advantaged...
Retirement
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
5 days ago
Financial Advisor
$45k - $100k
...million clients and 20,000 financial advisors across the U.S. and Canada, we're... ...their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a... ...U.S. and Canada than any other investment firm, serving over eight million...
Retirement
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
11 hours ago
Financial Advisor
...Description FrontPoint Wealth Management, LLC... ...Representatives of Cambridge Investment Research, Inc., a... ...Cambridge Investment Research Advisors, Inc., a Registered... ...financial and retirement plans. Day-to-day responsibilities... ...investment strategies, monitoring client portfolios...
Retirement
Full time
FrontPoint Wealth Management, LLC
Edmond, OK
1 day ago
Financial Advisor
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building, and development strategies you need to be successful in building... ...• Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis...
Retirement
Work at office
UNAVAILABLE
Oklahoma City, OK
4 days ago
Financial Advisor (Multiple Levels)- - North Andover, Massachusetts
$72.28k - $108.16k
.... Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year... ...guidance & selling investment management solutions. A... ...Bank's Customer Service Strategy Considers the impact of... ...being benefits, savings and retirement programs, paid time off...
Retirement
Work at office
Local area
Work from home
Flexible hours
TD Bank Group (TD)
Oklahoma City, OK
3 days ago
Senior Analyst, FP&A
$46.99k - $122.4k
...opportunities, and revenue enhancement strategies. Develops complex financial models to support strategic decision-making, investment analysis, and business planning. Implements... ..., and vision coverage, paid time off, retirement savings options, wellness programs, and...
Retirement
Full time
Work experience placement
Oak St. Health
Oklahoma City, OK
3 days ago
Financial Representative Seeking Growth
$97k - $192k
...our local leaders: Gregory D. Mallett, Regional Director/Investment Advisor Representative Prior Experience: Before Modern Woodmen, Gregory... ...growing your income and character. Strong benefits and retirement package. Dental, health, and vision insurance Flexible...
Retirement
Work at office
Local area
Work from home
Flexible hours
Mallett Region - Modern Woodmen of America
Oklahoma City, OK
1 day ago
Private Client Banker - Bryant and 2nd Branch - Edmond, OK
...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...
Retirement
Immediate start
Afternoon shift
Fairygodboss
Edmond, OK
11 hours ago
Relationship Banker
$25.75 - $30.9 per hour
...needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. Works to develop... ...development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. Assists customers in...
Retirement
Shift work
Cape Cod Five
Oklahoma City, OK
4 days ago
Relationship Banker
$20 - $22.36 per hour
...transactions, inquiries, problem resolution, account opening, retirement products including CD’s and IRA’s and assistance with loan applications... ...needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Treasury Management, etc.)...
Retirement
Shift work
The Cape Cod Five Cents Savings Bank
Oklahoma City, OK
1 day ago
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish Preferred
...Merrill Wealth Management is a leading provider... ...wealth management and investment products and services... ...including planning for retirement, education, legacy, and... ...Merrill’s Financial Advisors and Wealth Management... ...to-do’s and long-term strategies for clients. Desired...
Retirement
Traineeship
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America Corporation
Oklahoma City, OK
5 days ago
Merrill Advisor Development Program - Financial Advisor: Oklahoma Market
...Merrill Wealth Management is a leading provider... ...wealth management and investment products and services... ...including planning for retirement, education, legacy, and... ...Merrill’s Financial Advisors and Wealth Management... ...planning and investment strategies for a client Completing...
Retirement
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America Corporation
Oklahoma City, OK
a month ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
...Category Client Advisory Business Unit Asset & Wealth Management Posting Date 2025-09-29, 10:2... ...wealth. You will use your knowledge of investments, financial planning, credit and banking... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition...
Retirement
Full time
Temporary work
Work experience placement
Local area
Shift work
TwinThread LLC
Oklahoma City, OK
6 days ago
Investment Analyst
$80k - $150k
...Management offers comprehensive investment management capabilities that... ...creating the communication strategy for the book of business,... ...EPM acts as an independent advisor to ensure the integrity of the... ...of our benefits include retirement plan, health and wellbeing,...
Retirement
Remote work
Flexible hours
1 day per week
Wellington Management
Oklahoma City, OK
4 days ago
Equity Research Analyst, Small and SMID Cap Growth
$120k - $225k
...Wellington Management offers comprehensive investment management capabilities that span... ...9 billion in small and SMID cap growth strategies. This Analyst will have a focus on alpha... ...professionally. Examples of our benefits include retirement plan, health and wellbeing, dental,...
Retirement
Remote work
Flexible hours
1 day per week
Wellington Management
Oklahoma City, OK
3 days ago
Investment Content Analyst
$80k - $150k
...Management offers comprehensive investment management capabilities that... ...-asset investment content strategy in close partnership with Investment... ...for institutional and wealth audiences globally—an important... ...of our benefits include retirement plan, health and wellbeing, dental...
Retirement
Remote work
Flexible hours
1 day per week
Wellington Management
Oklahoma City, OK
4 days ago
Wealth Advisor
...The Wealth Advisor is responsible for fostering new and existing client relationships by providing high‑level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust...
Stride Bank, N.A.
Oklahoma City, OK
4 days ago
Financial Advisor
...thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying... ...and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages...
Temporary work
Work at office
Immediate start
Monday to Friday
Flexible hours
Shift work
Day shift
Bank of America
Edmond, OK
11 hours ago
Wealth Advisor Development Program
...prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will... ...worth individuals, understand their needs, and provide tailored investment advice. Candidates should hold relevant licenses and have...
Work at office
Bank of America
Oklahoma City, OK
11 hours ago
Senior FP&A Analyst
$97.3k - $121.7k
...overarching company level goals, with a focus on influencing business strategy and operational decision making. CMT is looking for a... ...experience, preferably with experience in fast‑growing startups and/or investment banking Strong analytical skill and ability to work with large...
Temporary work
Work experience placement
Summer work
Work from home
Worldwide
Flexible hours
Cambridge Mobile Telematics
Oklahoma City, OK
5 days ago
Senior FP&A Analyst
...transportation specialists dedicated to ensuring that transportation investments can deliver the best possible results. By providing innovative... ...and opportunities, and help shape the company’s financial strategy. The Senior Analyst will be responsible for the following:...
Cambridge Systematics, Inc.
Oklahoma City, OK
1 day ago
Financial Advisor
$100k - $250k
...recruit for a premier, established wealth management practice aligned... ...prioritizes protection-first strategies, strategic cash-flow, and tax... ..., active Financial Advisor looking to transition their practice... ...custom asset-protection, retirement income, and estate-planning solutions...
Retirement
Work at office
Local area
Wisepath Group
Edmond, OK
11 hours ago
Financial Advisor
$60k - $75k
...our firm as Financial Advisors (FA) (Financial Planners... ...exceptional marketing strategies and consistent lead... ...of prior experience in wealth or financial planning,... ...prospects (HQP) with investable assets ranging from $5... ...their financial needs and retirement goals, and convert...
Retirement
Full time
Local area
Monday to Friday
Flexible hours
Afternoon shift
Retirement Income Blueprints
Oklahoma City, OK
5 days ago
Senior FP&A Analyst: Strategy & Forecasting Leader
...functional teams. The role focuses on developing robust financial models, analyzing results, and delivering insights to shape the company\'s financial strategy. Strong Excel skills and communications are essential for success. #J-18808-Ljbffr Cambridge Systematics, Inc.
Cambridge Systematics, Inc.
Oklahoma City, OK
1 day ago
Senior Investment Manager
...Areas of Interest: Investment Management Pay Transparency... ...BOK Financial Private Wealth, Inc. BOKF, NA... ...deliver personalized strategies backed by deep expertise... ...Consults with Wealth Advisors and/or Trust Officers... ...accounts (i.e. trust, retirement, agency, institutional...
Retirement
Worldwide
BOK Financial
Oklahoma City, OK
3 days ago
Oracle Finance Consultant - Utilities
...and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations... ...categories, books, depreciation methods, capitalization, transfers, retirements, and integration with Projects and GL.Translate CFO priorities...
Retirement
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Retirement & Investment Strategy. Be the first to apply!