Private Client Investment Associate — Grow Client Wealth
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Oklahoma City is hiring a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. Key responsibilities include facilitating account operations and building client relationships while engaging in risk management. A valid Series 7 license is mandatory, along with obtaining additional licenses within 60 days. The role also includes a competitive salary and comprehensive benefits package. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...enthusiasm for helping our clients, taking care of our... ...inclusion. Using a broad investment product and thought... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide... ...nonprofits and cities grow, delivering solutions...Suggested
$85k - $145k
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...Suggested$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...Suggested- Fairygodboss is seeking a Private Client Investment Associate in Oklahoma City to support Private Client Advisors within Wealth Management. You will manage client service, operational marketing, and administrative tasks to facilitate investment solutions for our high-value...Suggested
$25 - $44 per hour
Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $26.5 per hour
A leading financial institution is seeking an Investment Assistant II to support Wealth Advisors by acting as a client liaison and managing appointments. This role requires a High School Diploma or GED, strong communication skills, and experience in financial services,...Hourly pay- Fuse3 Solutions is seeking a Personal Banking Associate in Oklahoma City to provide front-line support in a high-volume financial institution... ...recommendations. Key responsibilities include assisting clients with transactions, managing cash drawers, and cultivating client...Work at office
- Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest... ...come to the right place to grow your career. The Senior... ...Deposit Services, Brokerage, Investment management, Trust and... ...services to high net worth clients and businesses. Team Culture...
- ...Our client is a fast-growing independent financial services practice based in... ...They provide comprehensive wealth management services that cover... ...financial planning, investment management, estate planning... ...Advisor and Client Service Associate to support the delivery of...
$25 - $44 per hour
Bank of America is hiring for a client service support role at Merrill Wealth Management. This position focuses on providing excellent client service while working closely with multiple Financial Advisors to address client needs. The ideal candidate will be client-centric...Hourly pay$85k - $145k
Wealth Advisor (Oklahoma City) Oklahoma Why Work at Mercer Advisors... ...financial planning, investment management, business management... ...legally bound to act in our clients' best interests always. Mercer... ...base of clients and organically growing their practice through referrals...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$72.2k - $101.98k
...environment, and our associates dedicate thousands of... ...Chart your own path and grow your career while helping... ...Yourself. The Wealth Advisor is an essential... ...member of a dedicated client practice team servicing... ...alongside your advisory team Investment management: recommend,...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Client Services Associate A highly respected single family office is seeking a polished and detail-oriented Client Services Associate to support... ...2–5 years of experience in a family office, private wealth, or executive support environment Strong communication, organizational...Work at office
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment... ...Type Privately Held About the Role... ...ambitious and want to grow their careers within a sophisticated, client-first advisory platform...
- An established industry player is seeking a Relationship Banker I to foster customer relationships and provide personalized service. This role emphasizes the importance of building trust and understanding customer needs while adhering to regulatory standards. Join a team...
- ...role focuses on providing exceptional customer care, assisting clients with banking transactions, loan applications, and advising on financial... ...skills, a customer-centric attitude, and a willingness to grow in a career-track position. Responsibilities include developing...
- ...Financial Corporation is seeking a Senior Investment Manager in Oklahoma City to manage... ...investment portfolios and develop strategies for clients. The ideal candidate will have a... ...management, risk management, and trading. Our wealth management team has a commitment to...
- ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced... ...grids? Why am I limited by solutions that don't always fit my clients' needs? Why am I spending more time navigating bureaucracy than...Remote work
$61.88k - $92.56k
...TD in North Andover, Massachusetts is seeking a Financial Advisor Associate to work closely with clients in managing their wealth. The role involves analyzing financial situations, providing personalized advice, and building strong client relationships. The ideal candidate...- Career Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma. This role involves building comprehensive client relationships, offering advanced financial planning services, and developing referral networks. Offering remote or hybrid work models, the ideal...Remote work
- Bank of America seeks a Financial Solutions Advisor to join Merrill Wealth Management in Oklahoma City. You will develop essential skills for building and managing client relations while guiding clients towards their financial goals. Your responsibilities include nurturing...Traineeship
- 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...
- Career Headhunter LLC is seeking a Wealth Advisor in Oklahoma City. The role involves developing long-term client relationships and providing comprehensive financial planning services. Advisors are offered uncapped earning potential, leadership development opportunities...
- ...Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This... ...your credentials while helping clients achieve their financial aspirations through... ...skills. This includes providing valuable investment advice and nurturing client relationships...Traineeship
$93k - $120k
...experience through managing the client relationship utilizing the... ...credit structure fundamentals * Grow existing relationships through... ...management, and cross sell into Wealth Management and Personal... ...program. In addition, eligible associates may take advantage of pre-tax...Temporary workWork at officeLocal areaFlexible hours- ...Candidates should possess exceptional customer service skills and the ability to lead teams effectively. Join a supportive environment where work-life balance is valued. Apply today to take the next step towards a fulfilling career in client service leadership. #J-18808-LjbffrRemote workWork from home
- TwinThread is seeking a Private Banker in Oklahoma City, OK, responsible for advising families on wealth management. The role demands strong sales skills, industry experience, and a focus on delivering exceptional client service. Qualified candidates should possess a Bachelor...
- ...Senior Investment Manager Location: Oklahoma City - OKC... ...Risk Management; Trading; Wealth Management Pay... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Financial has been helping clients achieve their financial... ...built to help people grow into their potential—at...Local areaWorldwide
- Koitecc Solutions is hiring a Relationship Banker in Massachusetts to enhance client relationships and deliver exceptional service. You'll engage with clients to understand their financial needs and tailor banking solutions, using innovative technology to simplify their...
- BOK Financial in Edmond, Oklahoma, seeks a Bilingual Personal Banker to deliver exceptional service and foster long-term client relationships. In this role, you will assess clients' financial needs and provide guidance on bank products. The position includes a comprehensive...
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