Private Client Advisor: Relationship & Wealth Planning
JPMorgan Chase
JPMorgan Chase in Tulsa, Oklahoma is seeking a Financial Advisor to provide personalized investment solutions and holistic financial coaching to clients. The role emphasizes client acquisition and developing relationships, focusing on understanding clients' needs and delivering value through financial services. Qualified candidates should have at least 2 years of experience in a Financial Advisor role, hold a valid Series 7 and Series 66 licenses, and demonstrate a commitment to goals-based planning. A competitive rewards package is offered. #J-18808-Ljbffr JPMorgan Chase
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Tulsa, Oklahoma. The... ...will offer comprehensive financial planning and advice, supporting clients at all wealth levels. Responsibilities include building client relationships, demonstrating integrity, and embracing...Private client
- ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and...Private client
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping... ...of our employees, building relationships, and delivering... ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and...Private client
- ...personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be... ...At least 2 years in a Financial Advisor role or equivalent financial... ...ability and commitment to goals‑based planning and advice. A valid and active...Private client
$120 - $150 per hour
...Seasonal Tax Senior Manager – Private Client Services Location: Anywhere... ...tax returns, income tax planning for high‑net‑worth individuals... ...understanding of estate and wealth planning Experience researching... ...to develop meaningful relationships, and an ambition to deliver...Private clientHourly paySeasonal workRemote workFlexible hours- ...Job Description The senior wealth advisor position at Mariner will lead... ...create comprehensive wealth plans that include a coordinated financial... ...that aligns with each client’s goals and values. The... ...Responsibilities Responsible for client relationship cultivation and retention,...
- ...Overview As a wealth advisor you will work directly with the wealth management... ...create comprehensive wealth plans that include a coordinated... ...that aligns with each client’s goals and values. Our focus... ...solutions Cultivate and lead client relationships to ensure we are meeting and...
$90 - $120 per hour
...Country Seasonal Tax Manager - Private Client Services Private Client... ...most technically demanding tax planning and compliance projects... ...understanding of estate and wealth planning Experience researching... ...to develop meaningful relationships, and the ambition to deliver...Private clientHourly paySeasonal workRemote workFlexible hours$76k - $125.3k
...technically demanding tax planning and compliance... ...a wide range of clients and colleagues.... ...develop into a trusted advisor role to client.... ...hedge fund and Private equity K-1s Researching... ...long‑term relationships with our clients,... ...understanding of estate and wealth planning...Private clientWork experience placementSummer holidayLocal areaFlexible hours$90 - $120 per hour
...Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS)... ...company clients, handling complex tax planning and compliance projects. Opportunity... ...tax. Understanding of estate and wealth planning. Research and develop effective...Private clientHourly paySeasonal workRemote work$120 - $150 per hour
...Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to join their Private Client Services team. This role includes reviewing complex individual tax returns, providing income tax planning for high-net-worth individuals, and ensuring compliance for partnerships...Private clientHourly paySeasonal workRemote work- ...Tulsa, Oklahoma is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. You will collaborate with the wealth... ...professional growth while actively engaging and leading client relationships. #J-18808-Ljbffr Mariner
$90 - $120 per hour
EY is looking for a Seasonal Tax Manager for Private Client Services to manage complex tax planning and compliance projects remotely within the United States. Candidates should have a valid US CPA license or an active state bar membership, a Bachelor's degree in a relevant...Private clientRemote jobHourly paySeasonal work- ...Associate Private Wealth Strategist Req ID: 78021 Location... ...BOKF Performance Plan (D02) Summary Our private... ..., forging meaningful relationships built on trust. Our... ...at understanding clients' needs and crafting bespoke... ...work closely with advisors and investment...Local area
$103.6k - $189.7k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...facets of hedge fund, private equity fund and... ...tax minimization planning, on-call advice, and... ...tax and client relationship matters to senior... ...status as a trusted advisor to maintain and further...Summer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Services EY EDGE Wealth and Asset Management... ...of hedge fund, private equity fund and mutual... ...tax minimization planning, on‑call advice,... ...consulting work for clients. The objective is... ...and existing client relationships Provide compliance... ...as a trusted advisor to maintain and further...Summer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...facets of hedge fund, private equity fund and... ...tax minimization planning, on-call advice, and... ...existing client relationships Provide compliance... ...as a trusted advisor to maintain and further...Summer holidayWork at officeLocal areaFlexible hours- Private Wealth Banker job at BOK Financial. Tulsa, OK. Req ID: 7664... ...Summary Acting as a trusted advisor, finding and recommending... ...help our high-net-worth clients grow, preserve, and protect... ...will develop and implement a relationship management plan for potential customer...
$129.6k - $194.3k
...can make your mark as the HR Leader, Private Client Services at MMA. Marsh McLennan Agency... ..., performance management, career planning and pathing, learning and development,... ...effectively build and maintain positive working relationships with management and peers...Private clientMinimum wageLocal areaRemote workNight shift$76k - $125.3k
...Services EY EDGE Wealth and Asset Management... ...of hedge fund, private equity fund and mutual... ...tax minimization planning, on‑call advice,... ...consulting work for clients. The objective is... ...and existing client relationships Provide... ...status as a trusted advisor to maintain and further...Summer holidayWork at officeLocal areaFlexible hours- ...financial services firm in Tulsa is seeking a Financial Advisor to develop relationships with high-net worth individuals and provide expert investment... .... This role includes responsibilities such as handling client inquiries, assessing financial goals, and managing client...
- ...A leading wealth management firm is seeking a Senior Wealth Advisor in Tulsa, OK, to lead a team and develop comprehensive wealth plans. Candidates must possess a Bachelor’s degree and at least... ...interpersonal skills, and a commitment to client cultivation. A clean U4 and...
- 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 recommendations, and collaborating with experienced...
- ...Merrill Advisor Development Program- Financial Advisor... ...: Merrill Wealth Management is a leading... ...management, including planning for retirement, education... ...and Wealth Management Client Associates help clients... ...envision through a personal relationship with their advisory...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$55k - $151.47k
...on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...optimise their tax positions. In private tax at PwC, you will focus on... ...privately-owned businesses. Focused on relationships, you are building meaningful client...Full timeH1b$91k - $321.5k
...providing advice and guidance to clients on tax planning, compliance, and strategy.... ...their tax positions. In private tax at PwC, you will focus... ...Growing as a strategic advisor, you leverage your influence... ...others Developing relationships within PwC and sharing planning...Full timeH1bRemote work- ...Focus Partners Wealth seeks a motivated and qualified individual... ...laws as required. Analyze client information and offer recommendations... ...with tax managers, advisors, and their clients in a timely... ...business management team for tax planning, tax research, and ongoing...Full timeWork at officeLocal area
- ...Our distinguished client is a prestigious, full-... ...candidate is a trusted advisor with a portable book of... ...related to: Estate Planning Trust Administration... ...counsel on estate and wealth planning for high-net-worth... ...full-service or boutique private client practice Demonstrated...Private clientPrivate practice
- ...communication skills and organizational skills required Solid planning and organizational skills Strong communication skills and... ...Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization...Full timeWork at office
$73.5k - $212.28k
...providing advice and guidance to clients on tax planning, compliance, and strategy.... ...tax positions. In private tax at PwC, you will focus... ...Partner Tax Preparation Advisors team you are expected to provide... ...meaningful client relationships Contribute to the firm'...Full timeH1bWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor: Relationship & Wealth Planning. Be the first to apply!
- social service representative Tulsa, OK
- customer order specialist Tulsa, OK
- client service officer Tulsa, OK
- work from home customer service associate Tulsa, OK
- remote customer service agent Tulsa, OK
- customer service expert Tulsa, OK
- customer sales representative Tulsa, OK
- airport customer service agent Tulsa, OK
- remote customer service advisor Tulsa, OK
- customer service associate remote Tulsa, OK


