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

Wealth Planning Advisor

Bank of America ATM

Bank of America is seeking a Financial Advisor to work with Wealth Management clients in Oklahoma City. This role focuses on providing comprehensive financial planning solutions by identifying investment opportunities and managing client relationships. Candidates should have a solid understanding of financial planning practices and hold necessary qualifications like Series licenses and designations related to wealth management. The position requires in-office attendance with flexibility considerations, emphasizing customer service and effective communication skills. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Planning Advisor in Oklahoma City, OK vacancy
  • A financial services institution in Massachusetts is seeking a Financial Planner to provide comprehensive financial planning advice. The role involves developing financial plans, ensuring compliance with regulations, and helping to acquire new business through client interaction... 
    Suggested

    Mutual Bancorp and its Subsidiaries

    Oklahoma City, OK
    2 days ago
  • Bank of America is seeking a Financial Advisor in Edmond, Oklahoma, responsible for providing comprehensive financial advice and customized...  .... The role involves triaging client leads, building financial plans, and recommending suitable products. Candidates should have at... 
    Suggested

    Bank of America

    Edmond, OK
    1 day ago
  • $65k - $80k

    A leading financial institution is seeking a financial advisor to provide customized solutions to clients in Massachusetts. The role involves developing financial plans, recommending investment strategies, and building strong client relationships. Candidates must hold Series... 
    Suggested

    Bank of America

    Oklahoma City, OK
    4 days ago
  • $80.9k - $103.95k

     ...candidates in the Central, Midwest & Eastern US Regions who are able to travel to the Dublin, Ohio office quarterly. The Global Tax Planning Senior Analyst is a key professional role within the Finance organization, specifically within the Tax Planning & Controversy... 
    Suggested
    Temporary work
    Work at office
    Local area
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Cardinal Health

    Oklahoma City, OK
    10 hours ago
  • $129.5k - $186.1k

    About the role This Sales Marketing Business Advisor role directly supports UKG's Marketing team as part of the GTM Strategy & Planning team. Act as the pipeline strategist and attribution governance owner, serving as a trusted growth advisor to Sales Marketing leadership... 
    Suggested
    Local area
    Remote work

    UKG (Ultimate Kronos Group)

    Oklahoma City, OK
    4 days ago
  • Overview True Adventure Travel is a leading travel company that specializes in creating unique and unforgettable travel experiences for our clients. We are a fully remote company, with a team of passionate and experienced travel agents located all around the world. ...
    Remote work
    Flexible hours

    True Adventure Travel

    Oklahoma City, OK
    2 days ago
  • $43.89k - $102.08k

     ...something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Provides Plan Sponsors with benefit plan consulting services. Ensures all plan contracts and certificates are completed accurately and in a timely... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area

    CVS Health

    Oklahoma City, OK
    10 hours ago
  • A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The... 

    Empower

    Oklahoma City, OK
    4 days ago
  • $85k - $145k

    Job Summary The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice...  ...pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday

    Mercer Advisors

    Oklahoma City, OK
    3 days ago
  •  ...financial services company in Oklahoma City is seeking a Financial Advisor to build their independent practice with Fortune-500-level...  ...complete freedom to manage client relationships, utilize advanced planning tools, and pursue uncapped earnings without quotas. Ideal... 
    Flexible hours

    Wisepath Financial Group

    Oklahoma City, OK
    3 days ago
  • A financial services company in Oklahoma City is seeking a Private Wealth Banker to act as a trusted advisor. Responsibilities include managing complex loans, delivering financial solutions, and developing client relationships. Candidates should have a Bachelor's degree... 

    BOK Financial

    Oklahoma City, OK
    1 day ago
  • A regional financial institution in Massachusetts is seeking a Wealth Management Officer to direct the administration of fiduciary accounts...  ...their financial dealings with the Bank and advising on estate planning and tax issues. The ideal candidate holds a Bachelor's Degree... 

    The Cape Cod Five Cents Savings Bank

    Oklahoma City, OK
    1 day ago
  • A leading financial institution is seeking a Financial Advisor to join its Merrill Advisor Development Program. You will engage with high-net-worth clients, identifying their needs and delivering tailored financial solutions. This role includes training and mentorship to... 
    Full time

    Bank of America

    Oklahoma City, OK
    4 days ago
  • $85k - $145k

    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... 

    Mercer-Advisors

    Oklahoma City, OK
    2 days ago
  • A prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, understand their needs, and provide tailored investment advice. Candidates should hold... 
    Work at office

    Bank of America

    Oklahoma City, OK
    10 hours ago
  • $129.5k - $186.1k

    About the role The Global Partner & Ecosystems (GP&E) Business Advisor is a critical, high-impact role responsible for bringing clarity,...  ...employees may be eligible to participate in a performance‑based bonus plan and to receive restricted stock unit awards as part of total... 
    Immediate start

    UKG (Ultimate Kronos Group)

    Oklahoma City, OK
    4 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management...  .... This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow their... 

    Confidential

    Oklahoma City, OK
    4 days ago
  • $72.2k - $101.98k

     ...customers achieve financial freedom. Empower Yourself. The Wealth Advisor is an essential member of a dedicated client practice team servicing...  ...relationship management and delivering thoughtful, strategic planning conversations. The role will coordinate ongoing financial... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower

    Oklahoma City, OK
    4 days ago
  •  ...financial institution in Massachusetts is seeking a Financial Advisor Associate to manage client relationships and provide investment...  ...to communicate effectively with clients while developing their wealth management objectives. This role requires a Bachelor’s degree and... 

    TD

    Oklahoma City, OK
    4 days ago
  • Focus Financial Partners seeks an Associate Wealth Advisor in Massachusetts to collaborate on personalized wealth strategies. This role requires...  ...services. Responsibilities include developing financial plans, leading client communications, and mastering investment strategies... 

    Focus Financial Partners

    Oklahoma City, OK
    2 days ago
  • $85k - $95k

    Job Overview Focus Partners Wealth is seeking an Associate Wealth Advisor. The Associate Wealth Advisor role provides an exciting opportunity to collaborate with a planning-centric team dedicated to creating personalized wealth advice based on each client’s goals and aspirations... 
    Work at office
    Remote work

    Focus Financial Partners

    Oklahoma City, OK
    2 days ago
  •  ...recruitment agency is seeking a full-time, remote Business Development Advisor for a client in the financial services industry. The ideal...  ...and achieving sales goals. Benefits include a remote work environment, medical and dental plans, 401k, and PTO. #J-18808-Ljbffr... 
    Full time
    Remote work

    LHH

    Oklahoma City, OK
    3 days ago
  •  ...including scenario design, flow mapping), prototyping, testing, training, defining support procedures Formulate overall project planning, budgeting, forecasting and reporting strategies. Develop statements of work and/or client proposals Develop and manage... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    4 days ago
  • Omnicell, Inc. is seeking a Senior Financial Analyst in Oklahoma City to support client-level financial planning and analysis. Responsibilities include overseeing site-level financials, collaborating to develop strategic business plans, and delivering insights to leadership... 

    Omnicell, Inc.

    Oklahoma City, OK
    1 day ago
  • $90.78k

    We are seeking a seasoned Security Governance/Risk professional to support and strengthen enterprise security governance for Federal and DoD customers. This role is responsible for performing complex risk analyses, establishing and advising on Information Assurance and...
    Work at office

    MAXIMUS

    Oklahoma City, OK
    5 days ago
  • $40 per hour

    A cybersecurity and AI solutions company is seeking experienced professionals to evaluate AI-generated cybersecurity content and solve technical problems. This role is fully remote, allowing you to work from anywhere in specific countries. Candidates should have over 2...
    Hourly pay
    Remote work

    DataAnnotation

    Oklahoma City, OK
    3 days ago
  •  ...financial professional to join their FP&A team in Oklahoma City. The role involves leading financial close cycles, supporting annual planning, and acting as the finance connection for various functions. Ideal candidates will have 2-4 years of relevant experience,... 

    Coinbase

    Oklahoma City, OK
    10 hours ago
  •  ...is looking for a Senior Financial Analyst to join our Strategic Finance team in Oklahoma City. This role is crucial for financial planning, forecasting, and strategic decision support. The ideal candidate should have a strong foundation in finance, excellent analytical... 

    Page Mechanical Group, Inc.

    Oklahoma City, OK
    1 day ago
  • $40 per hour

    We are looking for experienced cybersecurity professionals to join our team to help train AI models. In this role, you will evaluate AI-generated security content, solve technical cybersecurity problems, and provide feedback to improve how AI systems reason about real-...
    Hourly pay
    Full time
    Part time
    Remote work

    DataAnnotation

    Oklahoma City, OK
    10 hours ago
  • $40 per hour

    A cybersecurity firm is seeking experienced professionals to evaluate AI-generated security content and provide feedback to improve AI systems. This role, available as a full-time or part-time remote position, requires at least 2 years of hands-on experience in cybersecurity...
    Hourly pay
    Full time
    Part time
    Remote work
    Flexible hours

    DataAnnotation

    Oklahoma City, OK
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Planning Advisor. Be the first to apply!