Senior Financial Consultant & Wealth Strategy Lead
Charles Schwab
Charles Schwab is seeking a Financial Consultant in Tulsa, Oklahoma to provide clients with wealth management and financial planning advice. The role requires building strong relationships and a valid FINRA Series 7 license. At Schwab, you will have the opportunity to shape your future through continuous learning and a supportive culture, with a competitive benefits package including a 401(k) with company match, paid parental leave, and health insurance. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant & Wealth Strategy Lead in Tulsa, OK vacancy
- ...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 10 years of relevant experience. The ideal candidate will demonstrate strong...Senior
Mariner
Tulsa, OK4 days ago - ...Tulsa, Oklahoma is seeking an experienced Wealth Advisor to provide comprehensive wealth... ...management team to create customized financial strategies that align with client goals. The ideal... ...growth while actively engaging and leading client relationships. #J-18808-Ljbffr...Senior
Mariner
Tulsa, OK1 day ago - ...Charles Schwab Corporation seeks a Financial Consultant to provide financial guidance to clients and help them manage their investments. The role emphasizes building trustful relationships, offering wealth management advice, and growing client assets through networking...Senior
Charles Schwab
Tulsa, OK1 day ago - ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive... ...that include a coordinated financial strategy that aligns with each client’s... ...experience with fee-based consulting, tax, mutual funds, money manager...Senior
Mariner
Tulsa, OK4 days ago - ...CommunityCare HMO Inc. in Tulsa seeks a Controller to lead all accounting functions and guide financial decisions. This role involves managing month-end close processes, overseeing internal controls, and ensuring compliance with legal requirements. The ideal candidate...Senior
CommunityCare HMO Inc.
Tulsa, OK9 hours ago - ...Overview As a wealth advisor you will work directly with the wealth... ...that include a coordinated financial strategy that aligns with each client... ...solutions Cultivate and lead client relationships to ensure... ...experience with fee-based consulting, tax, mutual funds, money manager...
Mariner Wealth Advisors
Tulsa, OK6 days ago $171.6k - $392.1k
...Ernst & Young Oman is seeking a Senior Manager in SAP Finance Consulting to lead projects and improve client operations. This role requires 5-7 years of relevant experience and a Bachelor's degree. The ideal candidate will demonstrate strong project management skills...SeniorErnst & Young Oman
Tulsa, OK4 days ago- ...Ernst & Young Oman is seeking a Senior Manager in Consulting to lead advanced analytics projects in the health sector. This role requires 8-10 years of experience in designing data strategies, managing client relationships, and delivering high-quality solutions. The candidate...SeniorFlexible hours
Ernst & Young Oman
Tulsa, OK4 days ago - ...years of experience in supply chain decisions, strong analytical skills, and the ability to present insights to executives. This position supports a collaborative team environment while driving measurable results to meet client's business strategies. #J-18808-Ljbffr...
Vizient
Tulsa, OK2 days ago $135.2k - $236.6k
...Vizient in Tulsa, OK is seeking an experienced Associate Product Manager to lead product strategy and execution. This role demands a strong ability to collaborate across teams and engage stakeholders to ensure product alignment with market needs. Candidates should have...SeniorVizient
Tulsa, OK4 days ago- ...Full Job Description: School Systems Experience Lead Salary Grade: Business Grade / BG- Tulsa Public Schools’ existing salary schedules... ...core district systems by developing and coordinating training strategies, guiding consistent practices, and elevating user feedback into...
Tulsa Public Schools
Tulsa, OK2 days ago - ...CommunityCare HMO, Inc. is seeking a Stars Manager responsible for leading design and implementing strategies to achieve superior CMS Star Ratings. This role will leverage data analytics and strong leadership to optimize quality performance and member outcomes. The ideal...
CommunityCare HMO, Inc.
Tulsa, OK9 hours ago $124k - $335k
...Sector: Asset and Wealth Management Time... ...A career in our Financial Services Tax practice... ...as a strategic consultant related to business... ...the future. As a Senior Manager, you'll... ...business issues from strategy to execution. PwC... .... Initiate and lead open conversations...SeniorFull timeH1bLocal areaOverseasPwC
Tulsa, OK1 day ago- ...A leading public relations firm located in Tulsa, Oklahoma, is seeking a Social Media Director to lead and expand social media strategies. The role requires a seasoned professional with over 5 years' experience in managing social media initiatives, strong content creation...Senior
Cookerly
Tulsa, OK9 hours ago - ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial... ...clients build and protect their wealth. With licenses across the U.S., Canada... ...beyond, we offer personalized financial strategies that empower individuals to secure their...Extra incomePart timeRemote work
Melius Consulting
Tulsa, OK9 hours ago $77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type... ..., compliance, and strategy. These individuals help... ...will review and analyse financial data, prepare and file... ...experiences you need to lead and deliver value at this... ...tax solutions. As a Senior Associate you will analyze...SeniorFull timeH1bPwC
Tulsa, OK1 day ago$76k - $125.3k
...in serving the global financial services marketplace and... ...and Capital Markets, Wealth and Asset Management... ...responsibilities A senior analyst in FSO EDGE WAM... ...delivering tax compliance and consulting work for clients. The... ..., consulting, tax, strategy and transactions....SeniorSummer holidayWork at officeLocal areaFlexible hoursEY
Tulsa, OK2 days ago- ...A leading financial institution seeks an experienced Private Wealth Trust Sales Advisor to manage ultra-high net worth client relationships. This role involves developing networks, providing financial solutions, and ensuring excellent service delivery. Candidates should...
UMB Bank
Tulsa, OK9 hours ago - ...A public education institution is seeking a Senior Budget Analyst for Information Technology to manage funding transactions and advise on financial matters related to technology projects. The ideal candidate will have a Bachelor's degree in a relevant field and seven years...Senior
Fountain-Fort Carson School District 8
Tulsa, OK4 days ago - ...The Position Job Title Senior Relationship Banker Job... ...maintained by employees. Leads by example and serves as a role... ...Collaborate and Coordinate with Financial Center Manger on team... ...huddles related to retail banking strategy and execution. Responsible...SeniorWork experience placement
First United Bank
Tulsa, OK1 day ago - ...Ernst & Young Oman is looking for a Senior Technology Analyst to bridge the gap between business needs and technical solutions. This role focuses on engaging with clients, analyzing requirements, and ensuring technology solutions align with business goals. Your responsibilities...Senior
Ernst & Young Oman
Tulsa, OK1 day ago - ...Industrial Oils Unlimited, LLC is looking for a Human Resources Manager to lead all HR and Communications functions. This role involves developing strategies for talent acquisition, employee engagement, and organizational development, ensuring alignment with business...Senior
Industrial Oils Unlimited
Tulsa, OK9 hours ago - ...Organizational Solutions is seeking a seasoned Senior Continuous Improvement Manager to spearhead... ...or operations, including at least 5 years leading continuous improvement initiatives. Responsibilities include developing strategies to enhance operational performance, working...SeniorRelocation package
Optima Organizational Solutions
Tulsa, OK9 hours ago - ...resources. The ideal candidate will have 7-10 years of HR experience, preferably with a Bachelor’s in Human Resources or Business. The position offers the opportunity to shape HR strategies while managing employee relations and benefits administration. #J-18808-Ljbffr...Senior
CHART COOLER SVC CO INC
Tulsa, OK4 days ago - ...Fortis Construction, Inc. is seeking a Senior VDC Coordinator in Tulsa, Oklahoma. The successful candidate will lead and manage VDC processes and technologies on complex construction projects, ensuring effective communication among stakeholders. Applicants should have...SeniorLocal area
Fortis Construction-Oregon
Tulsa, OK4 days ago - ...Company Merit is a fast‑growing, pioneering financial services firm that invests heavily in the... ...balances tactical advice with innovative strategy. Our 250 hardworking employees are... ...comprehensive financial plans in collaboration with lead advisors. Implement investment strategies...Temporary workFlexible hours
Merit Financial Advisors LLC
Tulsa, OK1 day ago - ...tohelping clients own their financial futures. In this exciting role... ...opportunities. As a Financial Consultant at Schwab, you will be... ...clients, providing them with wealth management and financial planning... ...focused client communication strategy, and exceeding client expectations...
Charles Schwab
Tulsa, OK4 days ago - ...Metric Geo is seeking a Lead or Senior Mechanical System Design Engineer to join our fast-growing firm in Tulsa, OK. This position offers a pivotal role in mechanical system design, focusing on HVAC, plumbing, and other utilities in various industrial sectors. The ideal...Senior
Metric Geo
Tulsa, OK9 hours ago - ...Merit Financial Advisors is looking for a Service Advisor to support their advisory team in delivering financial planning and investment... ...direct client interaction, helping implement advisors' strategies, and preparing comprehensive financial plans. Ideal candidates...
Merit Financial Advisors LLC
Tulsa, OK1 day ago - ...SIXT is looking for a Senior Subrogation Claims Specialist in Tulsa, OK. This role involves managing complex claims, ensuring compliance, and driving recovery performance. Candidates should have over 3 years of relevant experience and a bachelor’s degree in a related...Senior
Sixt
Tulsa, OK1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant & Wealth Strategy Lead. Be the first to apply!
Related searches
- associate corporate finance Tulsa, OK
- financial planner Tulsa, OK
- estate planning consultant Tulsa, OK
- financial counselor Tulsa, OK
- financial advisor development program Tulsa, OK
- financial planner cfp Tulsa, OK
- financial consultant Tulsa, OK
- financial associate Tulsa, OK
- financial planning assistant Tulsa, OK
- financial advisor associate Tulsa, OK