Wealth Management Service Advisor: Plan & Support Clients

Merit Financial Advisors LLC

Merit Financial Advisors in Tulsa, Oklahoma is seeking a Service Advisor to support the advisory team with financial planning and investment advice. The role involves direct client interaction to implement strategies, prepare financial plans, and provide ongoing support. Key qualifications include a Bachelor’s degree in Finance or a related field and strong communication skills. This position offers competitive salary and benefits, emphasizing growth and development within the company. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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