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. 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. 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 #J-18808-Ljbffr
$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business...SuggestedLocal area- ...precision and adhering to the policies and regulatory standards as they relate to the role.We Offer:An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation.An opportunity to make a difference in the lives of others,...SuggestedTemporary workShift work
$70k - $80k
...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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
- ...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...SuggestedWork at officeLocal area
- ...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...Work at office
- Customer Service RepresentativeUnder 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 represent...Work at officeShift work
- ...A financial services agency is looking for passionate individuals to assume a vital role in securing families' financial well-being. In this position, you'll conduct virtual consultations, assess client needs, and cultivate lasting client relationships, while enjoying...Weekly payWork from home
- ...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...
$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 hours$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...Full timeContract workFor contractorsWork at office- ...Job Description Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: Tulsa OK Position Overview: 56 year old Professional Security Company seeking a Financial...Fixed term contract
$45k - $100k
...anticipated to remain open for 30 days, from 25-Jun-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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
- ...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
- 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
$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 office- ## Financial Representative - Tulsa, OKApplylocations: Tulsa, OKtime type: Full timeposted on: Posted Todayjob requisition id: 2128054## ## Job Description:**Financial Representative**We believe that as a Financial Representative, you make a key impact on the branch atmosphere...Full time
- Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive...Full time
- ...company that values your contributions and supports your growth, we would like to meet you. Responsibilities: Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors Completes financial...Permanent employmentTemporary workWork at officeFlexible hours
- ...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
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Corient Services LLC is seeking a motivated Wealth Planning Associate to support financial planning and client service delivery in a fast-paced environment. You will assist in preparing plans, reports and analyses, and help coordinate client meetings under Wealth Advisors...
$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...Remote jobPart time$52k - $55.68k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...section to take your first step to being a part of First United. SUMMARY This position is responsible for analysis and monitoring the financial condition and credit worthiness of individuals and businesses applying for credit by using historical financial analysis and cash...Work experience placementWork at office
$104k - $156k
#WeAreONEOK - Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARYJob Profile SummaryThis role serves as a senior offensive security analyst focused...Full timeWork experience placement- ...managed services, SageNet boasts a long-term customer base that includes some of the nation’s largest retail, restaurant, c-store, and financial brands. Headquartered in Tulsa, SageNet has regional offices in Atlanta, Toronto, and Washington, D.C. WHAT YOU’LL DO The...Full timeFor contractorsWork at officeRemote work
- ...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
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