Wealth Advisor
Stride Bank Na
Job DetailsJob Location: OKC-Gaillardia - Oklahoma City, OK 73142Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NegligibleJob Shift: DayJob Category: Banking PRINCIPAL DUTIES AND RESPONSIBILITIES Partners with clients to identify, understand, and refine their financial goals; educates them on available financial services and investment opportunities. Analyzes clients’ financial status and develops recommendations that help them work towards well-defined financial objectives. Ensures client satisfaction and retention by developing and implementing appropriate financial solutions, building meaningful and long-lasting relationships. Acts as a fiduciary, placing clients’ interests and outcomes first. Conducts regular reviews with clients to update their financial plans as needed. Develops a professional network to drive business; proactively seeks new client opportunities. Leverages knowledge of the Bank’s internal systems for financial planning and cash flow analysis to drive business objectives. Ensures compliance with all relevant regulations and standards. Keeps current with financial markets, industry trends, and relevant regulatory updates, to advise internal teams and leadership when needed. Non-Essential Functions: Performs other duties as assigned. QualificationsEDUCATION AND/OR EXPERIENCE Bachelor’s degree in Finance, Economics, Business Administration, or a related field, required. 5+ years’ experience in client-facing financial services role, required. CFA, CFP, CPA, or JD, preferred. KNOWLEDGE, SKILLS, AND ABILITIES Strong knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management. Strong understanding of wealth management concepts, investment opportunities, and financial markets. Prior success selling financial services. Excellent networking, relationship management, and client service skills. Excellent verbal, written, and interpersonal communication skills. Ability to communicate complex financial solutions to clients. Ability to work independently and in a team environment. #J-18808-Ljbffr Stride Bank Na
$60k - $80k
Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life....SuggestedLocal areaModern Woodmen
Oklahoma City, OK1 day ago$50k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns....SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Oklahoma City, OK4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Oklahoma City, OK2 days ago- Overview Snap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing. Our licensed financial services professionals maintain control over...SuggestedPermanent employmentFull timeWork experience placement
Modern Woodmen
Oklahoma City, OK2 days ago - # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining...SuggestedFull timeWork at office
$100k - $250k
...been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our... ...Position Overview We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent...Work at officeLocal area- Your Experience Matters At Oakwood Springs, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. In your role, you’ll support those that are in our...Temporary workWork at officeFlexible hoursShift workWeekend workAfternoon shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...‑dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office- Job Description This role is also commonly known as a Financial Planner or Wealth Advisor. About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage...
- ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...Work at officeLocal areaWork from homeHome officeFlexible hours
- ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make...
- TaraVista Behavioral Health Center is a vibrant, growing inpatient psychiatric hospital serving children, adolescents and adults from communities throughout New England. Located in Devens, Massachusetts, TaraVista is an industry leader in behavioral health, offering an ...Work at officeFlexible hours
- Job Description Job Description POSITION SUMMARY: Counsels students regarding the financial aid process and payment programs. Responsible for financial aid awarding. Performs various functions to ensure accuracy and compliance with federal, state and institutional...
MID-AMERICA CHRISTIAN UNIVERSITY INC
Oklahoma City, OK4 days ago $90k - $160k
Position Overview The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms and other over‑performing or transitioning entities. We operate across industries such as retail, consumer products, financial...Work experience placementCurrently hiringLE001 Berkeley Research Group, LLC
Oklahoma City, OK2 days ago- ...services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we... ...their life goals. Your experience will make you their trusted advisor.Confident Sales: Present clear, compelling financial solutions...Extra incomePart timeRemote work
Melius Consulting
Oklahoma City, OK3 days ago - Northwestern Mutual is seeking College Financial Representatives for its internship program in Massachusetts. This role provides an opportunity to build an integrated financial planning practice while receiving guidance and support from a Fortune 500 company. Interns will...Full timeInternship
Northwestern Mutual
Oklahoma City, OK3 days ago $97.3k - $121.7k
CMT is looking for a collaborative, customer-committed, and creative financial analyst who wants to join us in making roads safer by making drivers better! Operating within the Corporate Finance function and reporting to the Senior Manager of FP&A, the FP&A analyst is ...Temporary workWork experience placementSummer workWork from homeWorldwideFlexible hoursCambridge Mobile Telematics
Oklahoma City, OK18 hours ago$85k
ABOUT LGC CLINICAL DIAGNOSTICS LGC Clinical Diagnostics is a leading and trusted global manufacturer of Quality Management Tools (QMT) and reagent components. We partner with In VitroDiagnostics (IVD) and biopharmaceutical developers, clinical research organizations (CROs...Temporary workH1bH2bWork at officeLGC Group
Oklahoma City, OK3 days ago$46.99k - $122.4k
We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Oklahoma City, OK4 days ago$46.99k - $122.4k
CVS Health Financial Analyst We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...Full timeWork experience placementOak St. Health
Oklahoma City, OK4 days ago- Westwin Elements is dedicated to advancing critical minerals manufacturing in the United States. Our mission is to strengthen domestic supply chains and enhance national security by developing essential refining and processing infrastructure. About the role The FP&A Analyst...
Westwin Elements, Inc
Oklahoma City, OK3 days ago $75k - $90k
About Westwin Elements Inc Westwin Elements is dedicated to advancing critical minerals manufacturing in the United States. Our mission is to strengthen domestic supply chains and enhance national security by developing essential refining and processing infrastructure...Work at officeRemote workMonday to FridayShift workWestwin Elements
Oklahoma City, OK1 day ago- The Senior Analyst, Financial Planning & Analysis (FP&A) supports the Director of FP&A in month-end close activities, financial and operational reporting, and analysis. This role is primarily responsible for capital expenditure (CapEx) reporting and analysis and supports...Work at office
Dobson Fiber
Oklahoma City, OK3 days ago $1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Advisor WEOKIE Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at WEOKIE Credit Union in Oklahoma City, OK would allow you to join WEOKIE...Local area
$89.17k - $142.68k
...Job Description Blue Cross NC is seeking a Senior Financial Advisor to lead and coordinate financial work efforts that provide divisional leadership with analytical insights, financial discipline, and business outputs that support our financial strategy. This role builds...Full timeWork at officeLocal areaRemote workFlexible hours2 days per week- ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/10/2026 Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people...
BOK Financial
Oklahoma City, OK3 days ago $1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity...Full timeInternshipLocal areaFlexible hours- ...the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding...Night shift
Simmons Bank
Oklahoma City, OK2 days ago - Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United...Temporary workShift work
First United Bank
Oklahoma City, OK18 hours ago
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