Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.
Benefits
• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support
- ...Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. Opens new accounts,...SuggestedTemporary workShift work
First United Bank
Sapulpa, OK19 hours ago - ...relationships through networking and community involvement. Participate in the referral program and follow up on leads. Maintain expertise in financial markets and use research tools. Ensure compliance with all regulatory and company policies. Manage client records and branch...SuggestedWork at office
Central Bancompany
Tulsa, OK2 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Tulsa, OK3 days ago- ...Oklahoma State University-Tulsa is seeking a Financial Aid Counselor I to provide counseling to students and parents regarding financial aid options and eligibility. The role includes certifying eligibility for loan, scholarship, and test fee waiver programs. The position...Suggested
Oklahoma State University-Tulsa
Tulsa, OK1 day ago - Customer Service Representative Under the direction of the Business Office Manager, the Customer Service Representative is responsible for providing customer service to patients over the phone or in person bringing all issues to a timely resolution. This position will...SuggestedFull timeWork at officeShift work
Oklahoma State University Medical Center
Tulsa, OK3 days ago - ...ongoing growth and success. WHAT WE'RE LOOKING FOR The Financial Advisor provides comprehensive financial planning and... ...excellence. Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing...Work at officeLocal area
Relation Insurance Inc
Tulsa, OK2 days ago $97k - $192k
...Opportunity for advancement Training & development Vision insurance The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hoursMallett Region - Modern Woodmen of America
Tulsa, OK5 days ago- ...established in 2019 in Tulsa, OK, with a focus on providing personalized and comprehensive wealth management services. Unlike traditional financial planning firms that prioritize volume, BWM emphasizes value by ensuring that no advisor serves more than 100 clients. This...Full time
Burkholder Wealth Management
Tulsa, OK5 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Tulsa, OK5 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Glenpool, OK2 days ago- ...Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging client leads, referring to business partners based on client needs and asset thresholds...
Bank of America
Tulsa, OK19 hours ago $97k - $192k
...insurance Opportunity for advancement Training & development Vision insurance The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hoursMallett Region - Modern Woodmen of America
Tulsa, OK5 days ago- ...Employees - Please click HERE ( to login and apply. Full Time Days Monday - Friday 0800 - 1630 Job Summary: The Patient Financial Counselor ensures timely financial counseling of all patients creating a positive impression and maintaining good customer...Full timeWork experience placementMonday to Friday
Saint Francis Health System
Tulsa, OK4 days ago $19.23 - $20.67 per hour
...please include a resume, cover letter and contact information for three professional references. About this Position Provide financial aid counseling for students and parents. Certify eligibility for specific loan, scholarship, and test fee waiver programs. Participate...Hourly payMonday to FridayAfternoon shiftThe OSU/A&M System
Tulsa, OK10 days ago$1,000 - $2,000 per month
...A leading financial services organization is seeking qualified candidates for a part-time remote position. This role involves connecting with clients, providing personalized benefits solutions, and explaining insurance products. You're expected to work about 20 hours a...Part timeRemote workAO Garcia Agency
Broken Arrow, OK5 days ago- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Details Job Location: Sapulpa Main Bank - Sapulpa, OK 74066 Position Type: Full Time Travel Percentage: Up to 50% Job Title: Float Teller Department: Main Bank Job Summary Must demonstrate competence, confidence, confidentiality and courtesy. Must be able to count ...Full timeFlexible hours
American Heritage Bank
Sapulpa, OK1 day ago - Teller IThis position is responsible for providing exceptional service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank.Major duties and responsibilities include explaining...Night shift
First United Bank
Sapulpa, OK4 days ago $60k - $300k
...Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. Our representatives have a genuine care for people and a responsibility...Full timeRelocation packageFlexible hoursOpes One
Tulsa, OK1 day ago- Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Community...Work at officeLocal area
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Tulsa, OK3 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Tulsa, OK5 days ago- ...Northwestern Mutual is offering an internship for College Financial Representatives in Glenpool, Oklahoma. Interns will learn to build a financial planning practice by prospecting potential clients, executing business strategies, and preparing financial plans. The program...Full timeInternshipFlexible hours
Northwestern Mutual
Glenpool, OK4 days ago $80k
...following traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Entry‑Level Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....New York Life Insurance Company
Tulsa, OK2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Glenpool, OK4 days ago$104k - $156k
#WeAreONEOK - Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARYThe Security Analyst III serves as a senior technical contributor within the Enterprise...Full timeWork at officeLocal area- ...Interest: University Recruiting; Finance Pay Transparency Salary Range: 70000 Application Deadline: 10/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...Rotational programWork experience placementWork at office
BOK Financial
Tulsa, OK26 days ago - Bank of America in Tulsa, OK is seeking a results-driven Personal Banking Associate to uncover personal banking needs and connect clients with the right specialists. You will balance working service requests with in-person or inbound call activities and follow up with ...
Bank of America
Tulsa, OK1 day ago - ...BankerAt Mabrey Bank, you'll do more than process transactions — you'll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you'll gain hands-on experience across personal banking, customer service, and teller operations,...Full timeMonday to Friday
Mabrey Bank
Bixby, OK3 days ago $20 - $24.95 per hour
...suite of benefits, including a full range of health and life, financial, and wellness benefits. Position is located at 155 E 150th... ...assigned.)• Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the...Hourly payMonday to FridayNight shiftArvest Bank
Glenpool, OK4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
