Financial Services & Insurance Advisor — Client Impact & Growth
Daniel Parker - State Farm Agent
Daniel Parker - State Farm Agent in Tulsa, Oklahoma, is seeking a Financial Services and Insurance Professional. The role involves consulting clients on financial products, assisting in portfolio management, and conducting financial reviews. Candidates should possess an active Life & Health license, strong communication skills, and previous experience in financial services or insurance. The position emphasizes building lasting client relationships while ensuring compliance with regulations. #J-18808-Ljbffr Daniel Parker - State Farm Agent
- A leading global financial services firm is seeking an Associate Banker for its Mid-Corporate Banking... ...and demonstrate strong leadership and client relationship management skills.... ...innovation and teamwork. Join us to make an impact in the financial industry. #J-18808-Ljbffr...Suggested
- A trusted financial services company is seeking a part-time Financial Consultant who can guide clients towards financial independence through expert... ...to acquire a state life insurance license. Enjoy a... ...while making a meaningful impact on clients’ financial security...SuggestedPart timeRemote workFlexible hours
$60k - $300k
A financial services company in Tulsa is seeking dedicated individuals to run their own financial practice... ...sound financial advice, building client relationships, and engaging in continuous training for professional growth. Candidates should be goal-oriented and capable...SuggestedFlexible hours$80k
A leading financial services firm in Tulsa, Oklahoma, is seeking... ...-Level Financial Advisor to help families achieve... ...values long-term client success. The compensation... ...opportunity to make a significant impact in the community. #J-18808-Ljbffr New York Life Insurance CompanySuggested- BOK Financial Corporation seeks a Financial Advisor in Tulsa, Oklahoma. This role involves guiding clients towards their financial goals through holistic... ...ensure compliance and optimal service. Join a supportive team... ...and individual growth. Apply now to embark on a...Suggested
- A leading financial services firm is seeking dynamic individuals to become financial advisors. You will build client relationships and create tailored financial plans while receiving exceptional... .... Join us to make a meaningful impact on clients' financial futures. #J-18808...
$97k - $192k
...parties ~ Dental insurance ~ Flexible... ...actively seeking a Financial Representative to... ...spearhead the continued growth of the region.... ...a meaningful impact on clients and the local community... .../Investment Advisor Representative... ...transitioning into financial services. Holds a BBA in...Work at officeLocal areaWork from homeFlexible hours$50k
...Join a financial services firm where your contributions... ...With over 9 million clients and 20,000 financial advisors across the U.S.... ...partner for positive impact to improve the... ...earning potential and growth, and your... ...success State insurance licenses preferred...Work at officeWork from homeHome officeFlexible hours- Mark Welty - State Farm Agent is seeking a Life Insurance Position - State Farm Agent Team Member to promote and sell life... ...products. This role requires strong sales and customer service skills to assist clients effectively. Ideal candidates will have knowledge of life...Flexible hours
$76k - $125.3k
...and you'll see that growth reflected in your... ..., you'll make an impact on some of the most... ...a wide range of clients and colleagues. This... ...focusing on service delivery for our clients... ...into a trusted advisor role to client. You... ...significant tax or financial planning experience...Work experience placementSummer holidayLocal areaFlexible hours- ...real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us... ...best-in-class service. Start your path to becoming... ...and help drive long-term growth at BOK Financial. Your... ...partnership you can make an impact on the success of the...
- A financial services agency is looking for passionate individuals to assume a vital role in securing... ...conduct virtual consultations, assess client needs, and cultivate lasting client... ...involved, making it a unique opportunity for growth and work-life balance. #J-18808-Ljbffr...Weekly payWork from homeFlexible hours
$48k - $60k
LPL Financial is seeking a Financial Advisor to join Oklahoma Central Credit Union in Tulsa, OK. The role involves servicing existing clients and building new relationships through the credit union’... ...and 66 licenses, along with an insurance license and at least three...- ...growing independent wealth management firm is seeking a Wealth Advisor who thrives in a closing-focused role. This position offers warm... ...an internal team, allowing you to focus on building long-term client relationships. Ideal candidates will have client-facing experience...
$60k - $120k
Career Headhunter LLC is looking for an Entry-Level Financial Advisor to provide financial planning and advisory services. This full-time position, with a salary range of... ...performance bonuses. Responsibilities include client prospecting, financial analysis, and education...Remote jobFull timeFlexible hours$97k - $192k
...on performance Company parties Dental insurance Flexible schedule Health insurance... ...training/development with experienced financial services professionals supporting you. An environment... ...and culture of mutual support and growth. Attainment of prestigious credentials...Work at officeLocal areaWork from homeFlexible hours- ...purpose to help make financial lives better... ...connection. Responsible Growth is how we run our... ...deliver for our clients, teammates, communities... ...how we make an impact in the communities... ...internal service providers based on... ...). Obtained your insurance licenses. Skills...Temporary workWork at officeMonday to FridayShift workDay shift
- ...career.Make an impact providing expert financial advice with heart... ...kind of financial services firm, one that... ...advice, investments, insurance, banking and... ...s comprehensive advisor onboarding... ...advice and connect clients to Thrivent products... ...professional growth as you build your...Local area
$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals through... ...& Advisory Services Trust Services Retirement... ...plansincluding investments for growth, insurance for protection, and... ...you have a bigger impact on your clients and...Full timeContract workFor contractorsWork at office$48k - $100k
...years of experience as a Financial Advisor with a transportable... ...for yourself and your clients, let’s connect.... ...investment products and services for individuals, companies... ...portfolios and driving growth Proven relationship-... ...growth and community impact. #J-18808-Ljbffr Bank...Shift workDay shift- ...into a Commercial Insurance branch office and... ...build and maintain impactful relationships. In... ...processes and superior service delivery. Primary... ...C, Multinational, Financial Lines, Cyber,... ...opportunities for growth and production enhancement... ...diverse group of clients. The company is...Full timeTemporary workWork at officeLocal area
- A global insurance leader is seeking a New Business Underwriter in Oklahoma to focus on multiline accounts and new revenue generation. The... ...-selling, and building agent relationships to drive profitable growth. The role demands a minimum of 2 years of commercial lines...Full time
- BOK Financial Corporation Group includes BOKF, NA; BOK... ...Financial has been helping clients achieve their... ...From traditional banking services to specialized offerings... ...to excellence, growth, and investing in the... ...and making a meaningful impact for our clients and communities...Local areaWorldwide
- BOK Financial in Tulsa is looking for a Personal Banker who is passionate about providing exceptional client experiences. This role includes completing a training program to equip you... ...and at least 1 year of sales or customer service experience. Strong communication,...
$97k - $192k
Mallett Region - Modern Woodmen of America is hiring a Financial Representative in Tulsa, Oklahoma. This role involves addressing financial... ...leadership in the community, and supporting local office growth. Candidates should be team-spirited and enthusiastic. The position...Remote jobWork at officeLocal areaFlexible hours- ...A leading insurance consultancy in Tulsa, Oklahoma, seeks consultative advisors focused on client service. The role involves virtual meetings with individuals and families who have... ...compensation structure and pathways for growth and advancement. Comprehensive training...Remote work
- ...calls to potential and existing clients, answering inquiries and assisting... ...clients in selecting life insurance products tailored to their needs... ...of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication...Full timeRemote work
- ...and trade execution. Recommend investment plans aligned with client goals. Conduct periodic client reviews and adjust portfolios as... ...referral program and follow up on leads. Maintain expertise in financial markets and use research tools. Ensure compliance with all...Work at office
- ...Investments in Tulsa, Oklahoma is looking for a Financial Representative who will be the face of the branch, inspiring client dedication and engagement. Responsibilities... ...support. The ideal candidate will have customer service or financial experience, superb interpersonal...
- Soteria Reinsurance Ltd. is looking for a Financial Representative in Tulsa, Oklahoma. You will play a key role in engaging clients, identifying their needs, and supporting the... ...success. Ideal candidates should have customer service or financial services experience, with...
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