Private Banker II: High‑Net‑Worth Wealth Partner
$83.2k - $178.8kHong Kong Study Skills Research Institute
The Hong Kong Study Skills Research Institute in Oklahoma City is seeking a Private Banker II to build and maintain relationships with high-net-worth clients. This role requires extensive knowledge of financial products and services, along with strong presentation and communication skills. Compensation ranges from $83,200 to $178,800 per year, with additional benefits such as a 401(k) matching program and paid time off. #J-18808-Ljbffr Hong Kong Study Skills Research Institute
$83.2k - $178.8k
Private Banker II - Oklahoma City, OK The Private Banker II will source and maintain relationships with high‑net-worth clientele, primarily delivering private banking credit and deposit solutions. This role partners with wealth management, retail, commercial banking and...High net worthWork at officeLocal areaFlexible hours- Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available... ..., Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We celebrate each...High net worth
- ...Personal Banker II Oklahoma City, OK, US, 73102 Req ID: 78032 Location: Oklahoma City... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and... ...normally acquired through completion of high school diploma or equivalent and a minimum...SuggestedLocal area
- ...Associate Vice President and Wealth Advisor About the Company Premier investment... ...Investment Management Type Privately Held About the Role The Company is... ...delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients....High net worth
- ...provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, understand their needs, and provide tailored investment advice. Candidates should hold relevant licenses and have...High net worthWork at office
- BOK Financial Corporation is seeking a Senior Private Wealth Banker in Oklahoma City. The role involves making and servicing a variety of... ...complex loans and providing a range of financial services to high net worth clients. The ideal candidate should have a Bachelor's in...High net worth
- ...create something amazing. Picture this: a fresh space, a fun, high-drive team, and the freedom to make a real impact from the very... ...Tuition Reimbursement - Nationwide Pet Insurance Personal Banker II JOB SUMMARY: The Personal Banker II is responsible for...Local areaFlexible hours
$125k - $150k
Brown Advisory Incorporated in Massachusetts seeks a qualified candidate to manage client service for high net worth families and family offices. Responsibilities include maintaining client accounts, effective communication with clients, and managing meetings. Ideal candidates...High net worth- Overview It’s more than a career, it’s a calling. OK-SSM Health Bone & Joint Hospital at St. Anthony. Worker Type Regular Job Summary Assists in performing a variety of nursing care services for patients. Responsibilities Receives patient care assignment from the RN in...Hourly payFlexible hoursShift workNight shift
- ...scenarios Excellent verbal and written communication skills with the ability to build confidence with borrowers and real estate agents Highly organized with the ability to manage multiple loan files and deadlines simultaneously Strong problem‑solving skills and ability to...Contract workWork at officeRemote workFlexible hours1 day per week
- Fairygodboss is seeking a Private Client Investment Associate in Oklahoma City to support Private Client Advisors within Wealth Management. You will manage client service, operational... ...facilitate investment solutions for our high-value clients. Successful candidates...
- JPMorganChase is seeking a Private Client Investment Associate in Oklahoma City to provide exceptional client service and operational support within Wealth Management. The role involves supporting Advisors with operational requests, maintaining client relationships, and...
- ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced advisors don't leave because they stop believing in the profession. They leave because they outgrow the limitations around them...Remote work
- ...services practice based in Westborough, MA. They provide comprehensive wealth management services that cover all aspects of clients’ financial... ...Advisor and Client Service Associate to support the delivery of high-quality financial advice and an exceptional client experience...
- ...on how they wish to bank. Relationship Banker As a Relationship Banker (RB), you... ...services, digital capabilities, and business partner resources Ensure that individual goals... ...and financial advisors Maintain a high level of client satisfaction by engaging...Night shift
$61.88k - $92.56k
...TD in North Andover, Massachusetts is seeking a Financial Advisor Associate to work closely with clients in managing their wealth. The role involves analyzing financial situations, providing personalized advice, and building strong client relationships. The ideal candidate...- ...investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... .... We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We...
- Join Merrill Wealth Management as a Financial Solutions Advisor in the centralized segment... ...relationships with affluent and high‑net‑worth clients by identifying needs and reviewing... ...with core banking and investment partners to connect clients to all Merrill and Bank...High net worthTraineeshipShift workDay shift
- Job Overview As a Relationship Banker (RB) you will build, expand, and retain client relationships... ..., digital capabilities, and business partner resources. Achieve individual goals... ...mortgage, and financial advisors). Maintain a high level of client satisfaction by engaging...
- Simmons Bank in Oklahoma City seeks a Relationship Banker to build and retain client relationships while delivering exceptional service... ...provide solutions through bank products. The ideal candidate has a high school diploma and two years of customer-facing experience....
- Bank of America seeks a Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This role offers the chance to establish your credentials while helping clients achieve their financial aspirations through personalized advisory services. As a...Traineeship
$85k - $145k
Mercer-Advisors is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. This role allows advisors to focus on clients, leveraging a dedicated Sales team to meet financial goals using a comprehensive set of solutions. With a...$50 - $60 per hour
A technology company specializing in AI is seeking a Wealth Manager to join their remote team. This role focuses on evaluating AI Assistant outputs related to finance, requiring expert financial reasoning and formal training in a finance-related discipline. Benefits include...Remote jobHourly payFlexible hours$85k - $145k
Mercer Advisors is seeking a Wealth Advisor based in Oklahoma City to deepen client relationships and grow their practice. This role requires at least 7-10 years of experience and a CFP designation. Successful candidates will have superior communication skills and an understanding...$85k - $145k
Wealth Advisor (Oklahoma City) Oklahoma Why Work at Mercer Advisors? For more than 40 years... ...more. Key Responsibilities and Duties Partners with affluent clients to identify their... ...medical plans offerings including two High Deductible Health Plans and a Traditional...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- OU Medicine is seeking a Financial Counselor II to provide guidance and support to patients in Oklahoma City. This hybrid role involves reviewing insurance coverage, estimating financial responsibilities, and assisting with payment arrangements. The ideal candidate will...
- Career Headhunter LLC is seeking a Wealth Advisor in Oklahoma City. The role involves developing long-term client relationships and providing comprehensive financial planning services. Advisors are offered uncapped earning potential, leadership development opportunities...
- A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The...
- ...of America seeks a Financial Solutions Advisor to join Merrill Wealth Management in Oklahoma City. You will develop essential skills... ...providing holistic financial advice, and collaborating with banking partners. A Bachelor’s degree and strong communication abilities are...Traineeship
- Career Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma. This role involves building comprehensive client relationships, offering advanced financial planning services, and developing referral networks. Offering remote or hybrid work models, the ideal...Remote work
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