Senior Financial Advisor & Wealth Planning Leader
Relation Insurance Services
Relation Insurance Services is seeking an experienced Financial Advisor to deliver comprehensive wealth management and investment planning. You will build trusted relationships, review plans with clients, and implement strategies across retirement, tax and estate planning. The role involves advisory sales and collaboration with internal teams to ensure a seamless client experience. The ideal candidate has 5+ years in wealth management, strong knowledge of financial products, and proficiency with #J-18808-Ljbffr Relation Insurance Services
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- Relation Insurance, Inc. is seeking a Financial Advisor in Tulsa, OK to deliver comprehensive financial planning and investment management for a high-net-worth client base. You will build trusted relationships, conduct regular plan reviews, and craft strategies across...Senior
- Relation Insurance Inc. is seeking a Financial Advisor to deliver comprehensive financial planning and investment management services to clients in a dynamic, collaborative... ...plan reviews, and growing assets under management through #J-18808-Ljbffr Relation Wealth Management, Inc.Senior
- ...Tulsa, OK is looking for an HR Manager responsible for compliance, talent acquisition, employee experience, and strategic workforce planning. This role requires strong leadership and a background in human resources. The ideal candidate will have 7-10 years of HR...Senior
- ...is a fast‑growing, pioneering financial services firm that invests... ...50 hardworking employees are leaders rooted in humility, and we are... ...leadership. Position The Service Advisor is a licensed financial... ...team in delivering financial planning and investment advice. This role...Temporary workFlexible hours
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time... ...to clients on tax planning, compliance, and strategy... ...will review and analyse financial data, prepare and file... ...tax solutions. As a Senior Associate you will analyze... ...technical business advisor Demonstrating...SeniorFull timeH1b- ...SMALL ENOUGH TO CARE. SUMMARY: The Senior Category Leader is responsible for owning the... ...execute the strategic vision and business plan for the Round Cutting Tools category and... ...business performance. ~ Strong commercial, financial, analytical, and negotiation skills....SeniorTemporary workLocal area
$120k - $160k
A reputable consulting firm seeks a Tax Senior Manager in Tulsa, OK. This role offers a hybrid work model, with three days in-office... ...managing client tax returns, mentoring staff, and strategic tax planning. The compensation range is $120,000 to $160,000 per year, plus...SeniorWork at officeRemote work$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...achieve their goals through financial planning. On your path to becoming a financial advisor... ...Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees...Full timeContract workFor contractorsWork at office- ...ongoing growth and success. WHAT WE'RE LOOKING FOR The Financial Advisor provides comprehensive financial planning and investment management services to clients. The... ...required. Minimum of 5 years of experience in wealth management or financial advisory roles. Proven...Work at officeLocal area
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...-based wealth management, including planning for retirement, education, legacy, and... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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- Thrivent Financial in Tulsa, Oklahoma is seeking financial advisors to provide expert financial advice and empower clients on their financial journey. Advisors will... ...benefits package, including medical and retirement plans. Thrivent emphasizes a culture of generosity and...Flexible hours
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$50 - $60 per hour
...use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SeniorHourly payContract workFor contractorsWork experience placementRemote work- 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...Senior
- ...Abbott is seeking a Senior Safety Coordinator in Tulsa, OK, to support project teams in ensuring compliance with environmental, safety, and health standards. The role requires strong knowledge of construction safety and a commitment to continuous professional development...Senior
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$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...Work at officeWork from homeHome officeFlexible hours- ...Responsibilities Deliver financial analysis and reporting of actual and forecasted results,... ...to explain differences between forecast, plan, and actual results Develop and maintain... ...Experience presenting to and partnering with senior leadership Advanced proficiency in...Senior
- A financial services firm is seeking a Financial Advisor to develop and grow a personal client practice with substantial support. This role includes building relationships, understanding clients' needs, and overseeing branch processes. Candidates must be self-motivated...Senior
- ...Overview The Senior Financial Analyst provides financial insights, analysis... ...to enhance the strategic planning and operational performance... ...interaction with department leaders, forecast model optimization... ...‑making. Serve as a trusted advisor to groups across the organization...Senior
- Vizient is looking for a qualified candidate to lead the non-labor spend management strategy in Tulsa, Oklahoma. This role involves managing a portfolio of complex accounts to ensure value delivery, fostering stakeholder relationships, and leading initiatives worth $5M-...Senior
- ...a great company to help find a skilled Senior Credit Analyst to join their team! This... ...dynamic credit team, providing in-depth financial analysis on complex commercial loans and... ...concentration reports to support strategic planning for upcoming business cycles Prepare...SeniorFull time
- Jobtailor in Tulsa, OK seeks an experienced Labor Relations leader to guide strategy and policy across the organization. The role focuses... ...and implementing labor relations processes and advising senior leadership. The ideal candidate has 5+ years in labor/employment...Senior
- ...diverse non-lab backgrounds who value fresh perspectives and can challenge existing processes constructively. The position offers competitive benefits including medical, dental, vision plans, and 401(k) matching. #J-18808-Ljbffr Specialty Appliances Orthodontic LaboratorySenior
- ...Senior Financial Data Analyst – Tulsa, OK Location: Tulsa, OK – W. 7th St. – Management – Central BSC The Senior Financial Data Analyst will provide support to the FP&A (Financial Planning and Analysis) department for activities related to financial analysis, internal...SeniorFor contractorsLocal area
- ...leadership role requires at least 10 years of trade compliance experience, proficiency in the ACE system, and strong leadership skills. The position offers a competitive salary and benefits, including a quarterly cash bonus plan. #J-18808-Ljbffr Precision Castparts Corp.SeniorRemote job
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