Financial Solutions Advisor: Licensing Path & Client Growth
Dormont Manufacturing Co
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Tulsa, Oklahoma. This entry-level role provides foundational training in securities and financial advisory services. Ideal candidates will have a high school diploma and an aptitude for acquiring regulatory licenses. Responsibilities include managing client relationships and completing required training programs. We offer a structured academy experience to help you excel in your career. #J-18808-Ljbffr Dormont Manufacturing Co
- Jobtailor in Tulsa seeks a driven professional to obtain required securities licenses and build strong client relationships. You will provide financial advice and solutions, delivering banking and investment services from a central financial center. The role emphasizes...Suggested
- ...Financial Solutions Advisor Registration Candidate - Tulsa Market Tulsa... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...backgrounds and career paths - whether shaped by military... ...Securities Industry licenses, where you receive...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$50k - $70k
...Financial Advisor – Build an Independent Practice with... ...owning your client relationships. Uncapped... ...fuel faster growth. What You’ll Do Acquire... ...– Deliver solutions from our open‑architecture... ...What You’ll Need Licenses: Series 7 or 6,... ...lifestyle Clear paths to leadership and...SuggestedFull timeWork at officeRemote workFlexible hours$61k - $119k
...Education Becoming a financial advisor at Northwestern... ...can help your clients achieve their goals... .... On your path to becoming a financial... ...building and obtaining licenses. Our award‑... ...Services Retirement Solutions Business Needs... ...investments for growth, insurance for protection...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
Becoming a financial advisor at Northwestern Mutual... ...you can help your clients achieve their goals... .... On your path to becoming a financial... ...and obtaining licenses. Our award-winning... ...Services Retirement Solutions Business Needs... ...investments for growth, insurance for protection...SuggestedFor contractorsWork at office- Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams. Acquire, build and manage client relationships. Provide advice and solutions to help clients manage their financial needs. Work in a financial center to deliver banking and investment...Work at office
- Job Description Financial Solutions Advisor Stage I (FSA I) at Bank of America is an entry‑level advisor... ...foundational training in securities, client relationship management, and... ...Essentials (SIE), Series 7 and Series 66 licenses within specified timelines, SAFE Act...ApprenticeshipMonday to FridayShift workDay shift
$60k - $300k
A financial services company in Tulsa is seeking dedicated individuals... ...financial advice, building client relationships, and engaging in... ...training for professional growth. Candidates should be goal-oriented... ...take charge of their careers. #J-18808-Ljbffr TEEMA Solutions GroupFlexible hours$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...registrations and licenses in good standing.... ...earning potential and growth, and your... ...seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hours$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’... ...Candidates must have Series 7 and 66 licenses, along with an insurance...- ...purpose to help make financial lives better through the... .... Responsible Growth is how we run our company... ...how we deliver for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...experience to promote portfolio growth. Engages in Developing a... ...highly customized solutions to meet client needs... ...(63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...fast‑growing, pioneering financial services firm that invests heavily in the growth and development of team members... ...an array of services, clients can receive tailored solutions that promote growth and... .... Position The Service Advisor is a licensed financial professional responsible...Temporary workFlexible hours
- ...excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we... ...join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Financial Advisor provides comprehensive financial planning and...Work at officeLocal area
- BOK Financial Corporation in Tulsa, OK is seeking a Personal Banker to deliver exceptional client experiences, open retail products, and promote banking services. You will... .... Your career with us begins with a path to long‑term growth. #J-18808-Ljbffr BOK Financial...Permanent employment
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...Advisors and Wealth Management Client Associates help clients... ...referrals Deliver customized solutions and the full resources of... ...client portfolios and driving growth Proven relationship building...Work at officeShift workDay shift
- ...WealthBridge Financial Group is seeking a results-oriented... ...you will engage with clients to understand their... ...to offer comprehensive solutions, including investment... ...client relationships. Licenses or certifications in... ...resources ~ Career growth opportunities and ongoing...
- ...seeking ambitious individuals to become financial advisors, starting as financial representatives focused on client-building and obtaining licenses. Training prepares you to own a... ...education funding, investments, retirement solutions, and more. You’ll work toward obtaining...
- ...impact providing expert financial advice with heart.... ...your state insurance licenses (life, health & variable... ...Thrivent’s comprehensive advisor onboarding program.... ...achievable advice and connect clients to Thrivent products... ...for professional growth as you build your business...Local area
- A leading technology firm based in Tulsa is seeking a Technical Consultant to work with clients in customizing software solutions. Candidates will utilize SQL, C#, and XML skills to address unique client needs through development and support. Excellent communication abilities...
- ...real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us... ...service. Start your path to becoming a Personal... ...and help drive long‑term growth at BOK Financial. Your... ...include providing answers or solutions on account activity,...
- Legendary Allen Agency is seeking growth-minded professionals for a remote position offering flexible part-time or full-time hours. You will identify client needs, tailor protection and asset-building solutions, and build long-term client relationships while generating...Remote jobFull timePart timeFlexible hours
$80k
A leading financial services firm in Tulsa, Oklahoma, is seeking an Entry-Level Financial Advisor to help families achieve their financial goals. You will receive training in... ...Fortune 100 company that values long-term client success. The compensation plan offers $80,0...- ...fast growing, pioneering financial services firm that invests heavily in the growth and development of team members... ...an array of services, clients can receive tailored solutions that promote growth and... ...position: The Service Advisor is a licensed financial professional...Full timeTemporary workPart timeFlexible hours
- ...Company Overview BOK Financial Corporation Group includes... ...has been helping clients achieve their financial... ...provide comprehensive solutions for individuals and institutions... ...to excellence, growth, and investing in the... ...coverage. Required Licenses: Series 65. Team Culture...Worldwide
- Mabrey Bank in Tulsa, Oklahoma is seeking a Relationship Banker to provide exceptional service and build customer relationships. This full-time role entails assisting customers with transactions and inquiries while fostering a supportive banking environment. The ideal candidate...Full time
- ...Investment Advisor Provide investment advice, portfolio analysis... ...plans aligned with client goals. Conduct periodic client... ...leads. Maintain expertise in financial markets and use research tools... ...Series 7, Series 63 & 65 or 66 Licenses required. Life and Health...Work at office
- Become Our Flooring Solutions Advisor and Customer Journey Expert FloorCoating.Pro, Tulsa’s premier... ...Solutions Advisor to guide our clients through every step of their flooring experience... ..., high-quality results Valid driver’s license with a clean driving record Experience...Immediate start
- 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...
- ...Entry-Level Financial Advisor – Remote / Hybrid Launch Your Career with Fortune... ...planning tech, and licensing sponsorship. Mentorship & Training... ...senior advisors. Support Clients – Address questions, surface... ...introduce insurance and investment solutions. Joint Work & Learning –...Base plus commissionRemote work
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