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

Client-Centric Finance Advisor

AttainFinance

Heights Finance in Oklahoma City is seeking a Financial Service Representative to be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you.

#J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-Centric Finance Advisor in Oklahoma City, OK vacancy
  • JPMorganChase in Massachusetts seeks a Relationship Banker to deliver exceptional client experiences and cultivate lasting relationships. You will engage clients in person and by phone to assess needs, tailor banking solutions, and connect them with specialists as needed... 
    Suggested
    Weekend work
    Afternoon shift

    Aumni

    Oklahoma City, OK
    3 days ago
  •  ...UOB is seeking a Senior Client Advisor for its Private Bank division in Central Region. The role involves developing and maintaining relationships with high net worth clients, providing personalized services, and identifying business opportunities through financial solutions... 
    Suggested

    UOB

    Oklahoma City, OK
    5 days ago
  •  ...sales enablement specialty function, supporting topics across Finance, Supply Chain, and Public Sector. This role joins the Finance...  ...senior leaders. You combine deep finance expertise with a client-centric mindset, simplifying complex transformation concepts and bringing... 
    Suggested
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  •  ...South Shore Bank in Wollaston, MA is seeking a Personal Banking Advisor to perform a variety of branch duties in person. You will educate clients on bank products, cross-sell services, and handle new account tasks with attention to regulatory guidelines. The role emphasizes... 
    Suggested

    Dedham Savings

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

     ...Financial Advisor OpportunityBecoming 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Oklahoma City, OK
    1 day ago
  •  ...empowering our associates to be a trusted advisor while providing them with the resources...  ...building, expanding, and retaining existing client relationships while providing an...  ...Uncover needs and refer customers to a partner centric team that works with small business, corporate... 
    Night shift

    Simmons Bank

    Oklahoma City, OK
    4 days ago
  •  ...job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand...  ...opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide... 
    Temporary work
    Work at office

    First Horizon Corp.

    Oklahoma City, OK
    1 day ago
  •  ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 19...  ...embrace time-tested financial principles and a client-first philosophy. We inspire and motivate...  ...military families on managing day-to-day finances, building lifetime assets, and protecting... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Moore, OK
    4 days ago
  •  ...lives. Help us show the world what's possible as you partner with clients to unlock hidden value and deliver innovative solutions....  ...comfortable leading process design and configuration, working with finance stakeholders, and collaborating across functional and technical... 
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  • We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide...  ...are comfortable in a model, in a dataset, and in front of a client, and you want to build depth in Enterprise Performance... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    1 day ago
  • $70.35k - $196k

     ...development process (may require interaction with global resources across multiple geographic locations)   Lead Discovery session with client for each domain specific integration   Deliver requirements and design documents to developers   Ensures timelines and quality of... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  • $69.8k - $132k

     ...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people...  ...of diverse backgrounds?If so, RSM's Accounting and Finance Consulting (AFC) practice’s National Gaming and Hospitality group... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Oklahoma City, OK
    5 days ago
  •  ...motivated to make a meaningful impact on clients and the local community. If you have a strong...  ...Mallett, Regional Director/Investment Advisor Representative Prior Experience:...  ...into financial services. Holds a BBA in Finance from the University of Central Arkansas.... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Mallett Region - Modern Woodmen of America

    Oklahoma City, OK
    23 days ago
  •  ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with...  ...love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field. Experience in financial... 

    WealthBridge Financial Group

    Edmond, OK
    18 days ago
  •  ...impossible meets the transformational and making it reality where it matters. Help us show the world what’s possible as you partner with clients to unlock hidden value and deliver innovative solutions. Empowered with innovative tools, continuous learning and a global... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  • $90k - $160k

     ...opinions and portfolio valuation. This role involves analyzing financial data, developing financial models, and presenting results to clients. The ideal candidate has 3-5 years of experience, a bachelor’s degree in a related field, and proficiency in tools like Excel,... 

    LE001 Berkeley Research Group, LLC

    Oklahoma City, OK
    1 day ago
  • $120k - $140k

     ...diligently every day to earn and keep the trust of our candidates and clients through proven results and consistent delivery. That success is...  ...systems, reporting automation, operational analytics, and finance technology optimization initiatives across the organization.... 
    Full time
    Work at office
    Remote work

    American Health Staffing Group

    Edmond, OK
    3 days ago
  • $700 - $1,000 per week

     ...Job Description Job Description Client Acquisition & Growth Associate | Business Development Opportunity Location: Oklahoma City, OK Job Type: Full-Time Compensation: Average earnings of $700–$1,000+ weekly, including performance-based compensation Training... 
    Weekly pay
    Full time
    Work at office

    Island Fresh Solutions

    Oklahoma City, OK
    19 days ago
  •  ...AO Garcia Agency is seeking a home-based client specialist to provide a flexible schedule and a measurable scoreboard. You will run video meetings, nurture warm leads, and build a personal client book; we supply the process and coaching, you supply the work ethic. This... 
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Oklahoma City, OK
    1 day ago
  •  ...and Intelligent Operations centers. Our 700,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  •  ...the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to...  ...us at Oracle CFO & Enterprise Value (CFO & EV) practice helps finance organizations reinvent themselves through Oracle Cloud ERP. We... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  •  ...the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to...  ...people, shareholders, partners and communities. Visit us at Are:A finance-minded SAP ERP Consultant who helps CFOs and controllers... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  •  ...EY is seeking a Senior in Financial Planning and Analytics to guide clients through FP&A and EPM transformations. You’ll lead complex financial projects, apply best practices, and collaborate with diverse teams to deliver impactful solutions. Ideal candidates bring strong... 

    EY

    Oklahoma City, OK
    1 day ago
  •  ...Inc. is a leading professional services advisor to middle market businesses and organizations...  ...and actionable solutions to help clients anticipate what's next and discover new ways...  ...equity business, a strategic M&A advisor, or finance operating partner within a private equity... 
    Permanent employment
    Full time
    Private practice
    Remote work
    Weekend work
    Afternoon shift

    CBIZ Advisory Services

    Oklahoma City, OK
    1 day ago
  •  ...We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S.,...  ...their life goals. Your experience will make you their trusted advisor. Confident Sales: Present clear, compelling financial solutions... 
    Extra income
    Part time
    Remote work

    Melius Consulting

    Oklahoma City, OK
    1 day ago
  •  ...Bank of America Merrill Wealth Management seeks a Wealth Advisor to serve high-net-worth clients in a Merrill branch. You will identify client needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives. You will collaborate... 

    Bank of America

    Oklahoma City, OK
    3 days ago
  •  ...financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work... 

    Bank of America

    Oklahoma City, OK
    5 days ago
  •  ...to drive transformation at scale for our clients.You Are:You have a passion for storytelling...  ..., selling and delivering SAP-based Finance Transformation projects that make a positive...  ...embedded innovation.Become a trusted expert and advisor to your clients, team, and Accenture... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  •  ...Type Formula Based Summary Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program—a 9-week... 
    Local area

    BOK Financial

    Oklahoma City, OK
    4 days ago
  • CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise. As Finance leaders move into business...  ...analytics, and the digital technology leadership to help our clients reinvent themselves. Whether we are improving processes,... 
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Centric Finance Advisor. Be the first to apply!