Wealth Advisor

Stride Bank, N.A.

Oklahoma City, OK

Wealth Advisor

OKC-Gaillardia - Oklahoma City, OK 73142

Overview

Position Type: Full Time Job Shift: Day Education Level: 4 Year Degree Travel Percentage: Negligible Category: Banking

Description

The Wealth Advisor is responsible for fostering new and existing client relationships by providing high-level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust financial plans that meet clients' financial goals.

Principal Duties And Responsibilities

Partners with clients to identify, understand, and refine their financial goals; educates them on available financial services and investment opportunities.
Analyzes clients' financial status and develops recommendations that help them work towards well-defined financial objectives.
Ensures client satisfaction and retention by developing and implementing appropriate financial solutions, building meaningful and long-lasting relationships.
Acts as a fiduciary, placing clients' interests and outcomes first.
Conducts regular reviews with clients to update their financial plans as needed.
Develops a professional network to drive business; proactively seeks new client opportunities.
Leverages knowledge of the Bank's internal systems for financial planning and cash flow analysis to drive business objectives.
Ensures compliance with all relevant regulations and standards.
Keeps current with financial markets, industry trends, and relevant regulatory updates, to advise internal teams and leadership when needed.

Non-Essential Functions: Performs other duties as assigned.

Qualifications

Education And/Or Experience

Bachelor's degree in Finance, Economics, Business Administration, or a related field, required.
5+ years' experience in client-facing financial services role, required.
CFA, CFP, CPA, or JD, preferred.

Knowledge, Skills, And Abilities

Strong knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management.
Strong understanding of wealth management concepts, investment opportunities, and financial markets.
Prior success selling financial services.
Excellent networking, relationship management, and client service skills.
Excellent verbal, written, and interpersonal communication skills.
Ability to communicate complex financial solutions to clients.
Ability to work independently and in a team environment.

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Wealth Advisor in Oklahoma City, OK vacancy

Wealth Advisor Development Program
A prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, understand their needs, and provide tailored investment advice. Candidates should hold...
Suggested
Work at office
Bank of America
Oklahoma City, OK
1 day ago
Financial Advisor
$45k - $100k
...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,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...
Suggested
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
2 days ago
Financial Consultant
...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...
Suggested
WealthBridge Financial Group
Midwest, OK
2 days ago
US Experienced Financial Advisor
$50k
...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 on our clients rather than shareholder returns....
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
5 days ago
Financial Advisor
$100k - $250k
...Financial Advisor OpportunityWisepath Recruiting (a specialized recruiting division of Wisepath Group) is exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized...
Suggested
Work at office
Local area
Wisepath Financial Group
Edmond, OK
5 days ago
Financial Representative Seeking Growth
$97k - $192k
Benefits 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Starting income ranging from $97,000 to $192,000+, commensurate with experience...
Work at office
Local area
Work from home
Flexible hours
Mallett Region - Modern Woodmen of America
Oklahoma City, OK
1 day ago
Financial representative
$60k - $80k
Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life....
Local area
Modern Woodmen
Oklahoma City, OK
12 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Oklahoma City, OK
5 days ago
Financial Representative - Seeking Growth
$97k - $192k
...and kids Check out the varying backgrounds of some of our local leaders: Gregory D. Mallett, Regional Director/Investment Advisor Representative Prior Experience: Before Modern Woodmen, Gregory was a Journeyman Electrician in Little Rock, Arkansas. Time...
Work at office
Local area
Work from home
Flexible hours
Mallett Region - Modern Woodmen of America
Oklahoma City, OK
a month ago
Financial Advisor
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
3 days ago
Financial Advisor
...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We Offer We have a specialized...
Hourly pay
Minimum wage
Full time
Temporary work
For contractors
Traineeship
Internship
Work at office
Local area
Home office
First Command Financial Services
Oklahoma City, OK
2 days ago
Accounting and Finance Consulting Senior Associate (Gaming and Hospitality)
$69.8k - $132k
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture...
Full time
Work experience placement
Internship
Local area
Flexible hours
RSM International
Oklahoma City, OK
12 hours ago
Workday Certified Financials Adaptive Consultant
$59.1k - $196k
We are…We are a global collective of innovators applying the New every day to improve the way the world works and lives. New doesn’t mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
12 hours ago
Financial Counselor
Job Description Your experience matters. At Oakwood Springs, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. In your role, you'll support...
Temporary work
Work at office
Flexible hours
Shift work
Weekend work
Afternoon shift
Lifepoint Health
Oklahoma City, OK
3 days ago
Financial Advisor
# Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining...
Full time
Work at office
Martha's Vineyard Bank
Oklahoma City, OK
12 hours ago
Financial Counselor II
Financial Counselor II - Responsibilities The Financial Counselor II provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications....
Jobtailor
Oklahoma City, OK
2 days ago
Financial Advisor
Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We Offer We have a...
Hourly pay
Minimum wage
Full time
Temporary work
For contractors
Traineeship
Internship
Work at office
Local area
Home office
First Command Financial Services, Inc.
Oklahoma City, OK
12 hours ago
Financial Advisor
$60k - $75k
...individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners) . This is a top-tier position for... ...7/66 or equivalent licensure. 2-5 years of prior experience in wealth or financial planning, advising, or life and annuity sales is...
Full time
Local area
Monday to Friday
Flexible hours
Afternoon shift
Retirement Income Blueprints
Oklahoma City, OK
1 day ago
Financial Advisor
Overview Snap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing. Our licensed financial services professionals maintain control over...
Permanent employment
Full time
Work experience placement
Modern Woodmen of America
Oklahoma City, OK
1 day ago
Financial Advisor
$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
UNAVAILABLE
Oklahoma City, OK
2 days ago
Financial Counselor
Your Experience Matters At Oakwood Springs, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. In your role, you'll support those that are in our...
Temporary work
Work at office
Flexible hours
Shift work
Weekend work
Afternoon shift
Lifepoint Health®
Oklahoma City, OK
2 days ago
Consultant - Corporate Finance - Turnaround & Restructuring
$90k - $160k
Position Overview The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms and other over‑performing or transitioning entities. We operate across industries such as retail, consumer products, financial...
Work experience placement
Currently hiring
LE001 Berkeley Research Group, LLC
Oklahoma City, OK
1 day ago
Oracle Finance Consultant - Utilities
We Are:Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
1 day ago
FP&A Analyst III
FP&A Analyst III Location: Oklahoma City, OK, US, 73120 Req ID: 473724 Welcome to Love's! Our finance team is seeking an experienced FP&A Analyst to perform financial analysis to measure the profitability of existing or prospective business activities and make recommendations...
Contract work
Work at office
Flexible hours
Love's
Oklahoma City, OK
3 days ago
Analyst, FP&A
$43.89k - $102.08k
Position Summary The Volume team is a key part of the Finance organization, responsible for developing non-specialty volume forecasts that inform planning, performance management, and strategic decision-making. In this role, you will support the creation and refinement...
Hourly pay
Full time
Temporary work
Work experience placement
Local area
CVS Health
Oklahoma City, OK
4 days ago
Associate Financial Advisor
$50k - $100k
...About Strategic People Advisors Strategic People Advisors ( is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica...
Local area
Strategic People Advisors
Oklahoma City, OK
a month ago
Senior Financial Analyst FP&A
SUMMARY The Senior Analyst, Financial Planning & Analysis (FP&A) supports the Director of FP&A in month-end close activities, financial and operational reporting, and analysis. This role is primarily responsible for capital expenditure (CapEx) reporting and analysis...
Work at office
Dobson Fiber
Oklahoma City, OK
2 days ago
Senior FP&A Analyst: Acquisition & Growth Analytics
A major travel service provider in Oklahoma City is seeking an experienced FP&A Analyst. In this role, you'll perform financial analysis, collaborate with cross-functional teams, and develop PowerBI dashboards. Applicants should have a Bachelor's in Finance and 4-6 years...
Love's Travel Stops
Oklahoma City, OK
16 hours ago
Corporate Finance Associate
The Corporate Finance Associate role will join a well-established growing firm gaining exposure to a range of buy‑side and sell‑side transactions, working alongside an experienced leadership team. This role is an excellent opportunity for those looking to make a first ...
Michael Page Finance
Oklahoma City, OK
12 hours ago
Remote Part-Time Financial Consultant with Impact
A financial services company is seeking a part-time Financial Consultant to work remotely and help clients achieve financial independence. You will need to leverage your financial knowledge by educating clients, presenting financial solutions, and guiding them towards their...
Part time
Remote work
Melius Consulting
Oklahoma City, OK
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!