Wealth Advisor | Hybrid, Growth-Focused & Client-Centered
$85k - $145kMercer Advisors
Mercer Advisors is seeking a Wealth Advisor based in Oklahoma City to deepen client relationships and grow their practice. This role requires at least 7-10 years of experience and a CFP designation. Successful candidates will have superior communication skills and an understanding of financial planning. Mercer Advisors offers a competitive salary range of $85,000 - $145,000, along with comprehensive benefits including health insurance, paid leave, and a 401(k) plan. #J-18808-Ljbffr Mercer Advisors
$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... ...set of solutions. With a hybrid work schedule, candidates should...Suggested- ...Wealth Advisor Build the Practice You've Always... ...Wanted Remote / Hybrid Available You've... ...'t always fit my clients' needs? Why am I... ...opportunities Long-term growth opportunities... ...growth Our focus is helping advisors... ...Develop centers of influence Create...SuggestedRemote work
- ...ideal candidate will deliver exceptional customer service while driving business growth through relationship-building and product recommendations. Key responsibilities include assisting clients with transactions, managing cash drawers, and cultivating client relationships...SuggestedWork at office
- ...Relationship Banker (RB) responsible for building and maintaining client relationships while ensuring exceptional service. Candidates... ...regulations. The position offers comprehensive training and opportunities for career growth within the bank. #J-18808-Ljbffr Simmons BankSuggested
$60k - $120k
...Financial Advisor Associate Training... ...Provided Remote / Hybrid Opportunities... ...long-term wealth, and enjoy unlimited growth opportunities.... ...This isn't a call center role. This isn... ...Technology CRM & Client Relationship Tools... ...Relationship-Focused Self-Motivated...SuggestedImmediate startRemote work$85k - $145k
Wealth Advisor (Oklahoma City) Oklahoma Why Work at Mercer... ...legally bound to act in our clients' best interests always... ...: The Wealth Advisor focuses on deepening... ...entrepreneurial spirit and growth-mindset, with a... ...Working Conditions: Hybrid schedule with a combination...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$63.8k - $196k
...world what’s possible as you partner with clients to unlock hidden value and deliver... ...Responsibilities As a Workday Financials Accounting Center/Prism Consultant your primary... ...flexibility to navigate uncertainty. You’re focused on the future with a desire to develop inclusive...Work experience placementLive inWork at officeLocal area- ...Headhunter LLC is seeking a Wealth Advisor located in Edmond,... ...building comprehensive client relationships, offering... ...networks. Offering remote or hybrid work models, the ideal... ...for professional growth. If you are entrepreneurial, relationship-focused, and committed to client...Remote work
- ...is seeking a Financial Advisor to build their independent... ...freedom to manage client relationships, utilize... ...financial licenses, a client-focused mindset, and a strong... ...position allows for hybrid work options and provides... ...support for professional growth. #J-18808-Ljbffr...Flexible hours
$90.23k
...duties as required. #LI-LP2 #LI-HYBRID Job Title: Senior... ...as diverse as the needs of our clients. CDM Smith is an Equal Opportunity... ...personal leadership, career growth and development for every... ...from the CDM Smith Recruitment Center Manager to receive payment for...Full timeH1bRemote work- BOK Financial Corporation in Oklahoma City is looking for a Bilingual Personal Banker to provide exceptional client experiences. This role involves delivering a range of retail products and services while supporting clients through various communication channels. The successful...Start working today
- Simmons Bank in Edmond, Oklahoma is looking for a Relationship Banker (RB) responsible for building, expanding, and retaining client relationships while providing an exceptional client experience. The role includes managing consumer loan requests, ensuring individual goals...
- Simmons Bank in Edmond, Oklahoma, seeks a Relationship Banker to create and manage client relationships while offering exceptional customer service and financial solutions. In this role, you will assess client needs and market Simmons' banking products effectively. The...
- BOK Financial in Edmond, Oklahoma, is seeking a Personal Banker. In this role, you will deliver exceptional client experience while providing a variety of banking services. You'll participate in a 9-week Banking Navigator training program that equips you with necessary...
- Simmons Bank in Oklahoma City seeks a Relationship Banker to build and retain client relationships while delivering exceptional service. You will assess financial needs and provide solutions through bank products. The ideal candidate has a high school diploma and two years...
- ...applicants Financial Advisor – Build an... ...Resources Flexible / Hybrid Why Advisors Choose... ...while owning your client relationships. Uncapped... ...fuel faster growth. What You’ll Do Acquire... ...; craft tailored wealth, protection, and... ...Entrepreneurial, client‑focused, and comfortable...Work at officeRemote workFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their... ...financial representative focused on client-building... ...investments for growth, insurance for... ...Northwestern Mutual Wealth Management Company... ...Board of Standards Center for Financial Planning...Full timeContract workFor contractorsWork at office$45k - $100k
...career as a financial advisor may be the right... ...partner with clients to help them achieve... ...retirement, building wealth, estate strategies... ...load so you can focus on your clients A... ...earning potential and growth, and your... ...People are at the center of our partnership...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... ...-owned, placing the focus on our clients rather than... ...belonging. People are at the center of our partnership. Edward... ...earning potential and growth, and your compensation is...Work at officeWork from homeHome officeFlexible hours$60k - $75k
...WEOKIE Credit Union to find a Financial Advisor in Oklahoma City. This position offers an... ...union's referral system to build a strong client base. Ideal candidates will have Series 7... ...resources, allowing you to create client-focused solutions in a supportive environment. The...$65k - $80k
...every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders... ...through referrals or financial center clientele Provides coaching and... ...Branding Customer and Client Focus Oral Communications Issue...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...securing financial solutions. You will engage with clients, promote financial products, and collaborate... ...time hours and a supportive environment for growth. The ideal candidate will have strong communication skills, a customer-focused mindset, and the ability to work effectively...Full time
- .... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...through referrals or financial center clientele Provides coaching and feedback... ...Branding Customer and Client Focus Oral Communications Issue Management...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$97k - $192k
...help spearhead the continued growth of the region. This opportunity... ...make a meaningful impact on clients and the local community. If... ...Regional Director/Investment Advisor Representative Prior... ...years. Outside of Work: Focuses on family, church, and tennis...Work at officeLocal areaWork from homeFlexible hours- .... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...market and the specific Financial Center location will be based on business... ...with a strong work ethic and intense focus on results, acting in the best...Work at officeFlexible hoursShift workWeekend workDay shift
- ...seeking a VP, Relationship Manager to manage corporate client portfolios in Central Louisiana. Responsibilities... ...in a relevant field. The position offers a hybrid work environment and opportunities for professional growth. Join UOB and make a difference in the banking industry...
- ...Strategic Financial Concepts as a Financial Advisor Associate and enhance your career potential. This role offers remote and hybrid opportunities, professional development,... ...others are essential. Candidates will aid clients in making informed financial decisions while...Remote job
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Oklahoma City to provide financial planning and investment solutions to individuals and families. This role requires at least 2 years of financial advisory experience and a strong ability to cultivate client relationships...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Oklahoma City to provide comprehensive financial planning and investment solutions to clients. The ideal candidate will have a minimum of 2 years of experience in financial advising, demonstrate strong client...
$60k - $120k
...Financial Concepts is seeking a Financial Advisor Associate in Edmond, Oklahoma. This role provides... ...in financial advising. With remote and hybrid opportunities, you'll work to build meaningful relationships and assist clients in their financial decisions. Success is...Remote job
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