Licensed Financial Solutions Advisor: Client Growth
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I (FSA I) in Oklahoma City. As an FSA I, you will obtain necessary licenses and receive comprehensive training to build and manage client relationships. This role involves delivering banking and investment solutions in a supportive financial center environment. Key responsibilities include obtaining licenses, providing financial advice, and collaborating with clients to achieve their financial goals. Interested candidates must possess strong communication skills and be adaptable to new technologies. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor: Client Growth in Oklahoma City, OK vacancy
- Bank of America is hiring a Financial Solutions Advisor Stage I in Oklahoma City. The successful candidate will obtain Securities Industry licenses and develop client relationships by providing comprehensive financial advice. This role features extensive training and support...Suggested
- ...Manufacturing Co is offering a position as an Advisor Development Program Financial Solutions Advisor Stage I. This role involves obtaining key Securities Industry licenses and mastering foundational advisory skills, including client relationship management and financial...SuggestedTraineeshipWork at office
$65k - $80k
...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...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
Oklahoma City, OK4 days ago- Simmons Bank in Oklahoma City seeks a Relationship Banker to build and retain client relationships while delivering exceptional service. You will assess financial needs and provide solutions through bank products. The ideal candidate has a high school diploma and two years...Suggested
- Simmons Bank in Edmond, Oklahoma, seeks a Relationship Banker to create and manage client relationships while offering exceptional customer service and financial solutions. In this role, you will assess client needs and market Simmons' banking products effectively. The...Suggested
- ...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common purpose... ...do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders... ...your Securities Industry licenses, where you receive dedicated and...Work at officeImmediate startMonday to FridayShift workDay shift
- ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...and effective. Financial Solutions Advisor As a Financial... ...your Securities Industry licenses, where you receive... ...potential for financial growth. A strong referral base...TraineeshipWork at officeShift workDay shift
- Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning... ...adding value by anticipating solutions and partnering with clients... ...65 (Investment Advisor) licenses, or the ability to obtain these...Bank staff
- Bank of America is hiring a Financial Solutions Advisor Stage I in Oklahoma City. This role focuses on acquiring essential industry licenses and developing extensive client relationships. Successful candidates will undertake comprehensive training, gain industry-specific...Full timeWork at office
$60k - $75k
LPL Financial is partnering with WEOKIE Credit Union to find a Financial Advisor in Oklahoma City. This position offers... ...to build a strong client base. Ideal candidates... ...Series 7 and 66 licenses and a minimum of three... ...create client-focused solutions in a supportive...$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch... ...-term wealth, and enjoy unlimited growth opportunities. Financial advising... ...Financial Planning Technology CRM & Client Relationship Tools Marketing &...Immediate startRemote workCareer Headhunter LLC
Edmond, OK3 days ago- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...by completing required licenses and trainings. This...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$85k - $145k
Mercer-Advisors is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. This role allows... ...leveraging a dedicated Sales team to meet financial goals using a comprehensive set of solutions. With a hybrid work schedule, candidates...- ...Manufacturing Co is seeking a dedicated Financial Advisor in Oklahoma City. This role involves guiding clients to achieve their financial... ...willing to attain, relevant licenses. Experience in the financial... ...to deliver comprehensive solutions. Strong interpersonal skills and...
- Job Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for... ...from acquiring, building and managing client relationships to considering a client’...Work at officeImmediate startMonday to FridayShift workDay shift
- Dormont Manufacturing Co is seeking a Financial Solutions Advisor in Oklahoma City, OK. This role offers training for obtaining necessary securities licenses and developing client relationships with diverse investment needs. As an advisor, you will provide comprehensive...Traineeship
- ...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is a leading provider... ...Financial Advisors and Wealth Management Client Associates help clients pursue the... ...your Securities Industry licenses, where you receive dedicated study...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- Job Description As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins... ...your Securities Industry licenses, where you receive dedicated study... ...acquiring, building and managing client relationships to considering a client...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...first 25 applicants Financial Advisor – Build an Independent... ...technology while owning your client relationships.... ...fuel faster growth. What You’ll Do Acquire... ...& Monitor – Deliver solutions from our open‑architecture... ...wide. What You’ll Need Licenses: Series 7 or 6, plus...Work at officeRemote workFlexible hours
Wisepath Financial Group
Oklahoma City, OK2 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs... ...including investments for growth, insurance for...Work at officeUnavailable
Oklahoma City, OK4 days ago$50k
...business model. One financial advisor and one branch office... ...focused on building client relationships. It's our... ...to deliver tailored solutions to meet your clients'... ...maintain registrations and licenses in good standing. A... ...potential and growth, and your compensation...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Oklahoma City, OK2 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award‑winning training... ...Services · Retirement Solutions · Business Needs... ...including investments for growth, insurance for...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Oklahoma City, OK3 days ago- ...Job Overview As a Financial Services Professional with... ...financial guidance to clients, lead workshops, develop... ...long‑term business growth. Responsibilities Lead... ...mutual funds, and other solutions designed to strengthen... ...Member FINRA/SIPC, a Licensed Insurance Agency. Equal...Full time
New York Life
Oklahoma City, OK2 days ago - ...Banker (RB) responsible for building, expanding, and retaining client relationships while providing an exceptional client experience.... ...position offers comprehensive training and requires registration with the National Mortgage Licensing System. #J-18808-Ljbffr Simmons Bank
- ...Relationship Banker (RB) responsible for building and maintaining client relationships while ensuring exceptional service. Candidates... ...regulations. The position offers comprehensive training and opportunities for career growth within the bank. #J-18808-Ljbffr Simmons Bank
$72.28k - $108.16k
...opportunities to all colleagues. Growth opportunities and... ...: TD Wealth The Financial Advisor (FA) role is a three-... ...management solutions. A FA will need to leverage... ...complex needs of TD Wealth clients by reviewing... ...obtain all within the Licensing and Registration Schedule...Work at officeLocal areaFlexible hours- A financial solutions company is looking for a motivated Customer Representative to join their remote sales team. This entry-level position... ...flexibility to design your own schedule. You will engage with clients, analyze their needs, and present tailored financial...Remote work
TrueVantage Solutions
Oklahoma City, OK3 days ago - ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...executing highly customized solutions to meet client needs... ...preferences Balancing investment growth, referral activities,... ...(63 & 65 in lieu of 66) licenses. Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Dormont Manufacturing Company
Oklahoma City, OK2 days ago - Bank of America seeks a Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma... ...establish your credentials while helping clients achieve their financial aspirations... ...training, obtaining necessary licenses, and developing essential financial advising...Traineeship
$61.88k - $105k
Associate, Financial Advisor Location: Peabody, MA, United States... ...sales, revenue, and client engagement goals as... ...and insurance solutions. Manage and grow an assigned... ...Field Advisors, and Licensed Bank Employees (LBEs)... ...branch investment growth. Provide coaching, education...Full timeContract workWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor: Client Growth. Be the first to apply!
Related searches
- senior financial advisor Oklahoma City, OK
- project finance associate Oklahoma City, OK
- financial planner Oklahoma City, OK
- senior wealth advisor Oklahoma City, OK
- financial planning associate Oklahoma City, OK
- financial advisor associate Oklahoma City, OK
- jde finance consultant Oklahoma City, OK
- financial advisor development program Oklahoma City, OK
- associate leveraged finance Oklahoma City, OK
- finance associate Oklahoma City, OK