Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Client-Centered, Hybrid Role with Growth

$85k - $145k

Mercer Advisors

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 hybrid work schedule, candidates should possess a Bachelor's degree, at least 7 years of relevant experience, and a CFP certification. Competitive compensation includes a base salary range of $85,000 - $145,000 along with various benefits. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Client-Centered, Hybrid Role with Growth in Oklahoma City, OK vacancy
  •  ...for building and maintaining client relationships while ensuring exceptional...  ...are essential. This role includes facilitating consumer...  ...research, and ensuring compliance with all relevant regulations. The...  ...and opportunities for career growth within the bank. #J-18808-... 
    Suggested

    Simmons Bank

    Oklahoma City, OK
    4 days ago
  • $90.23k

     ...Corporate FP&A Team! This role supports financial...  .... #LI-LP2 #LI-HYBRID Job Title:...  ...ability to collaborate with global teams (...  ...as the needs of our clients. CDM Smith is an Equal...  ...leadership, career growth and development for...  ...Smith Recruitment Center Manager to receive... 
    Suggested
    Full time
    H1b
    Remote work

    CDM Smith

    Oklahoma City, OK
    4 days ago
  • BOK Financial Corporation in Oklahoma City is looking for a Bilingual Personal Banker to provide exceptional client experiences. This role involves delivering a range of retail products and services while supporting clients through various communication channels. The successful... 
    Suggested
    Start working today

    BOK Financial Corporation

    Oklahoma City, OK
    1 day ago
  •  ...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...  ...service experience, and familiarity with MS Office. A passion for helping clients achieve... 
    Suggested

    Simmons Bank

    Edmond, OK
    3 days ago
  •  ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available Why Experienced Advisors...  ...'t always fit my clients' needs? Why am I...  ...opportunities Long-term growth opportunities...  ...networks Develop centers of influence...  ...training Collaborate with experienced... 
    Suggested
    Remote work

    Wisepath Financial Group

    Oklahoma City, OK
    1 day ago
  • $60k - $120k

     ...Financial Advisor Associate Training, Licensing...  ...Remote / Hybrid Opportunities Available...  ...long-term wealth, and enjoy unlimited growth opportunities....  ...who want a career with purpose, growth,...  ...isn’t a call center role. This isn’t a transactional...  ...CRM & Client Relationship Tools... 
    Immediate start
    Remote work

    Career Headhunter LLC

    Oklahoma City, OK
    3 days ago
  •  ...Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma. This role involves building comprehensive client relationships, offering...  ...networks. Offering remote or hybrid work models, the ideal candidate...  ...support for professional growth. If you are entrepreneurial... 
    Remote work

    Career Headhunter LLC

    Edmond, OK
    1 day ago
  •  ...Oklahoma City is seeking a Wealth Advisor to help clients build financial confidence...  ...planning strategies. This role emphasizes developing long-...  ...that supports professional growth and offers exciting career...  ...Opportunities for remote or hybrid work are also available, enhancing... 
    Remote work

    Wisepath Financial Group

    Oklahoma City, OK
    20 hours ago
  •  ...Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial...  ...tailored investment advice. This role demands a robust understanding of...  ...strong working relationships with client contacts, adding value by... 
    Bank staff

    b1BANK

    Oklahoma City, OK
    3 days ago
  •  ...seeking a Financial Advisor to build their independent practice with Fortune-500-level resources. This role offers complete freedom to manage client relationships, utilize...  ...position allows for hybrid work options and provides...  ...for professional growth. #J-18808-Ljbffr... 
    Flexible hours

    Wisepath Financial Group

    Oklahoma City, OK
    3 days ago
  •  ...Analyst to join their Oracle Services practice, supporting clients with complex ERP initiatives. This role involves engaging with clients to analyze...  ...The position offers a comprehensive benefits package and opportunities for professional growth. #J-18808-Ljbffr... 

    Ernst & Young Oman

    Oklahoma City, OK
    4 days ago
  • $60k - $120k

     ...Concepts is seeking a Financial Advisor Associate in Edmond, Oklahoma. This role provides extensive training and...  ...career in financial advising. With remote and hybrid opportunities, you'll work to build...  ...relationships and assist clients in their financial decisions. Success... 
    Remote job

    Career Headhunter LLC

    Edmond, OK
    4 days ago
  •  ...Strategic Financial Concepts as a Financial Advisor Associate and enhance your career potential. This role offers remote and hybrid opportunities, professional development,...  ...others are essential. Candidates will aid clients in making informed financial decisions while... 
    Remote job

    Career Headhunter LLC

    Oklahoma City, OK
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Oklahoma City to provide comprehensive financial planning and investment solutions...  ...relationship skills, and possess necessary licenses. The role involves building lasting client relationships, fostering diversity... 

    JPMorgan Chase & Co.

    Oklahoma City, OK
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Oklahoma City to provide financial...  ...solutions to individuals and families. This role requires at least 2 years of financial...  ...include Series 7 and Series 66, with a CFP certification preferred. #J-18808... 

    JPMorgan Chase & Co.

    Oklahoma City, OK
    2 days ago
  • $63.8k - $196k

     ...the world what’s possible as you partner with clients to unlock hidden value and deliver...  ...Responsibilities As a Workday Financials Accounting Center/Prism Consultant your primary...  ...implementation. Travel may be required for this role. The amount of travel will vary from 0... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    5 days ago
  •  ...II/III in Oklahoma City. This role involves performing product development...  ...3 to 7 years of experience, with strong technical skills in...  ...and SQL. The position offers hybrid working arrangements and...  ...supportive workplace for personal growth. #J-18808-Ljbffr American Public... 

    American Public Life Insurance Company

    Oklahoma City, OK
    2 days ago
  •  ...Thrivent, located in Massachusetts, is seeking a dedicated financial advisor to help clients navigate their financial journeys. This role offers the opportunity to empower clients through purpose-based advice while building long-term relationships in the community. As... 

    Thrivent Financial

    Oklahoma City, OK
    4 days ago
  •  ...customer service while driving business growth through relationship-building and product...  ...Key responsibilities include assisting clients with transactions, managing cash drawers, and...  ...proficiency in Microsoft Office tools. This role demands flexibility for rotating... 
    Work at office

    Fuse3 Solutions

    Oklahoma City, OK
    3 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... 

    Simmons Bank

    Oklahoma City, OK
    3 days ago
  •  ...Whitney is seeking a candidate for a client relationship role based in Louisiana. The position entails...  ...and maintaining relationships with clients, conducting financial assessments...  ...relevant experience. The role offers growth opportunities in a supportive work environment... 

    Hancock Whitney

    Oklahoma City, OK
    3 days ago
  •  ...Thrivent Financial Advisor Meaningful work....  ...expert financial advice with heart. Thrivent is...  ...generosity at the center of saving and...  ...advice and connect clients to Thrivent products...  ...financial advisor role. Requirements...  ...opportunity for professional growth as you build your... 

    Thrivent Financial for Lutherans

    Oklahoma City, OK
    1 day ago
  • $60k - $75k

     ...LPL Financial is partnering with WEOKIE Credit Union to find a Financial Advisor in Oklahoma City. This position offers...  ...referral system to build a strong client base. Ideal candidates will have Series...  ...investment sales experience. This role benefits from access to LPL's... 

    LPL Financial

    Oklahoma City, OK
    3 days ago
  • $45k - $100k

     ...career as a financial advisor may be the right...  ...advisors partner with clients to help them...  ...retirement, building wealth, estate strategies...  ...earning potential and growth, and your...  ...branch processes, roles, and responsibilities...  ...People are at the center of our partnership... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Oklahoma City, OK
    3 days ago
  • $60k - $100k

     ...Financial Advisor - Oklahoma City, OK...  ...grow meaningful client relationships, build...  ...integration. This role is ideal for a growth-minded, client-focused...  ...planning with business development...  ...known as Exencial Wealth Advisors and requires...  ...sources and centers of influence to generate... 
    Work experience placement
    Summer work
    Work at office
    Local area
    Remote work
    Relocation
    Work visa
    Flexible hours

    Savant Insights

    Oklahoma City, OK
    1 day ago
  • $50k

     ...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and...  ...belonging. People are at the center of our partnership....  ...Oversee branch processes, roles, and responsibilities to...  ...earning potential and growth, and your compensation is... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Oklahoma City, OK
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern...  ...can help your clients achieve their...  ...equip you with the education,...  ...investments for growth, insurance for...  ...client-facing roles Excellent time...  ...Northwestern Mutual Wealth Management...  ...Board of Standards Center for Financial... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Oklahoma City, OK
    2 days ago
  •  ...City to evaluate loan applications and manage client relationships. This critical role requires a bachelor's degree in Finance or Business...  ...loan solutions, and ensure compliance with loan terms to support business growth. Strong communication skills and a commitment... 

    Regent Bank

    Oklahoma City, OK
    4 days ago
  • $65k - $80k

     ...connection. Responsible Growth is how we run our...  ...how we deliver for our clients, teammates, communities...  ...to an in-office culture with specific requirements for...  ...and businesses based on role-specific considerations...  ...referrals or financial center clientele Provides coaching... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Oklahoma City, OK
    3 days ago
  •  ...this by driving Responsible Growth and delivering for our clients, teammates, communities...  ...committed to an in-office culture with specific requirements for...  ...and businesses based on role-specific considerations....  ...referrals or financial center clientele Provides coaching... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Oklahoma City, OK
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Client-Centered, Hybrid Role with Growth. Be the first to apply!