Wealth Advisor: Close Warm Leads & Scale with Growth
The Well
A growing independent wealth management firm is seeking a Wealth Advisor who thrives in a closing-focused role. This position offers warm inbound lead flow and strong support from an internal team, allowing you to focus on building long-term client relationships. Ideal candidates will have client-facing experience and strong closing skills, and a preference for the CFP designation. Compensation includes a base salary plus revenue share, making it suitable for those comfortable with a ramping earnings model. #J-18808-Ljbffr The Well
- We’re hiring a Wealth Advisor on behalf of our client, a... ...wealth management firm with roughly $230M in AUM... ...wants to step into a warm-lead, closing-focused advisor role... ...Opportunity to grow with a scaling firm What you’ll do... ...Hungry, polished, growth-minded Comp Base salary...Suggested
- A leading financial services firm in Tulsa is seeking a Financial Advisor to develop relationships with high-net worth individuals and provide expert investment advice. This role includes responsibilities such as handling client inquiries, assessing financial goals, and...Suggested
- A wealth management firm in Tulsa seeks a Senior Wealth Advisor to lead client relationships and create comprehensive wealth plans aligned with client goals. Responsibilities include mentoring associates, collaborating with a wealth advisory team, and providing tailored...Suggested
$97k - $192k
...insurance Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. Exclusive training/development with... ...you. An environment and culture of mutual support and growth. Attainment of prestigious credentials and recognition. Consistent...SuggestedWork at officeLocal areaWork from homeFlexible hours- A leading financial services firm is seeking candidates for the Advisor Development Program in Tulsa, Oklahoma. This role focuses on building relationships with high-net-worth individuals, delivering tailored investment... ...to support career growth and success in a collaborative...Suggested
- ...Financial Corporation seeks a Financial Advisor in Tulsa, Oklahoma. This role involves guiding... ...developing strong client relationships. With at least a bachelor’s degree in finance... ...that values collaboration and individual growth. Apply now to embark on a rewarding...
$80k
A leading financial services firm in Tulsa, Oklahoma, is seeking an Entry-Level Financial Advisor to help families achieve their financial goals. You will receive training in marketing and customer relationship management. This position allows you to take control of your...$60k - $300k
...role involves providing sound financial advice, building client relationships, and engaging in continuous training for professional growth. Candidates should be goal-oriented and capable of adapting to diverse client needs. The position offers hybrid work, comprehensive...Flexible hours- ...Oklahoma is seeking an experienced Wealth Advisor to provide comprehensive wealth... ...worth clients. You will collaborate with the wealth management team to create... ...opportunities for professional growth while actively engaging and leading client relationships. #J-18808-Ljbffr...
$97k - $192k
.... This role involves addressing financial needs of members, demonstrating leadership in the community, and supporting local office growth. Candidates should be team-spirited and enthusiastic. The position offers benefits including a starting income of $97K to $192K+ and...Remote jobWork at officeLocal areaFlexible hours- ...consistent outcomes from pilot to scale. Trusted connections guide... ..., and long-term partnerships with our customers, teammates, and... ...met. The position partners closely with IT, Network Engineering,... ...and authentication systems Lead firewall and network security...Full timeFor contractorsWork at officeRemote work
- ...reflects its dedication to the growth and success of its employees,... ...and relationship building that leads to a culture of excellence. We... ...teller equipment Assist with branch procedures under dual control... ...including the branch opening/ closing Assist on-the-job training...Work at office
$84.63k - $112.84k
...find that opportunity here. The Role As Lead Finance Analyst, Global Partner Solutions (GPS... ...insight supporting Lumen’s partner‑led growth initiatives within the Commercial organization. This role partners closely with GPS leadership, the Accelerated Growth Team...Full timeTemporary workRemote work$60k - $300k
...own financial services practice with the support of a Fortune 250... ...and be in a career that offers growth. Job Responsibilities Provide... ...work together. Mutual support leads to greater success rather than... ...training sessions led by top advisors and industry leaders. Stability...Full timeRelocation packageFlexible hours$48k - $100k
...years of experience as a Financial Advisor with a transportable practice, a strong performance... ...your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth... ...client portfolios and driving growth Proven relationship-building and business...Shift workDay shift$50k - $85k
...A handcrafted food company is seeking a seasoned Vendor Business Opportunity Investor to help accelerate growth in handcrafted food. The role is work from home with flexible part-time or full-time schedules. Candidates must have a strong investment background, networking...Full timePart timeRemote workWork from homeFlexible hours- ...and results. You're the advisor clients trust to guide... ...navigate their options with confidence and clarity.... ...detail from application to closing, set clear expectations... ..., and 401(k) Industry-leading support Access to... ...venture opportunities for growth in the builder channel...
$97k - $192k
...help spearhead the continued growth of the region. This opportunity... ...If you have a strong desire to lead, develop others, and play a... ...Regional Director/Investment Advisor Representative Prior Experience... ...Rock, Arkansas. Time with MWA: 35 years as of July 1st....Work at officeLocal areaWork from homeFlexible hours- Overview As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial... ...analysis of potential client solutions Cultivate and lead client relationships to ensure we are meeting and...
$60k - $120k
Career Headhunter LLC is looking for an Entry-Level Financial Advisor to provide financial planning and advisory services. This full-time position, with a salary range of $60,000 - $120,000, includes a commission-based structure and potential performance bonuses. Responsibilities...Remote jobFull timeFlexible hours- ...the flexibility of working from home. The role offers numerous incentives such as mentorship, weekly pay, and advancement based on performance. No cold calling is involved, making it a unique opportunity for growth and work-life balance. #J-18808-Ljbffr AO Garcia AgencyWeekly payWork from homeFlexible hours
- ...financial services firm in Tulsa is seeking an entry-level Financial Advisor to build an independent practice utilizing Fortune 500... ...comprehensive benefits. Join a firm that prioritizes client relationships and professional growth. #J-18808-Ljbffr Wisepath Financial GroupFlexible hours
- ...exceptional customer service in alignment with our core values of Integrity, Teamwork, and... .... Develop and expand customer growth through daily prospecting and follow-up activities... ...schedule. Clear verbal communication and close vision with the ability to adjust focus....Flexible hours
$45k - $65k
...problem-solving skills, knowledge of loan processing, and strong interpersonal abilities. A competitive salary range of $45,000 - $65,000 is offered, with opportunities for growth and advancement in a supportive team environment. #J-18808-Ljbffr BOK Financial Corporation- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... .... Merrill’s Financial Advisors and Wealth Management Client... ...through a personal relationship with their advisory team... ...experience to promote portfolio growth. The Merrill Advisor...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A leading financial software provider based in Tulsa, Oklahoma, is seeking an Accounting Consultant to implement software solutions for diverse clients. The role involves working closely with financial teams to design accounting procedures and assist with revenue reconciliations...
- A leading global financial services firm is seeking an Associate Banker for its Mid-Corporate Banking team in Tulsa, Oklahoma. The ideal candidate will have 3+ years of experience in banking and demonstrate strong leadership and client relationship management skills. Responsibilities...
- ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and... ...Banker I and kickstart your career with our industry‑leading Banking Navigator program—9‑week... ...Personal Banker and help drive long‑term growth at BOK Financial. Your banking career...
$20 - $22 per hour
...unparalleled service experience. This role emphasizes professional growth, offering extensive product training and mentorship from... ...solutions. Loan Pipeline Management: Proactively sourcing and closing consumer lending products, including home equity, auto, and personal...Hourly pay- ...situations and interactions. Serve daily as lead teller performing basic and complex... ...drawers, vaults, coin machine, etc.). Open/close depository accounts and facilitate maintenance... ...process consumer loan applications, meet with loan customers, and act as a liaison...Full timeContract workWork at officeMonday to FridayFlexible hours
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