Financial Solutions Advisor: Investment & Planning
Bank of America ATM
Bank of America is looking for a Financial Advisor in Broken Arrow, Oklahoma. In this role, you will provide clients with comprehensive financial advice and solutions, helping them achieve their financial goals. Responsibilities include working on financial plans, client outreach, and compliance with regulatory requirements. Ideal candidates have Series 7 & 66 licenses and at least one year of experience in investments and financial services. Expect a work schedule of Monday-Friday, with opportunities for career growth and development. #J-18808-Ljbffr Bank of America
- ...by a common purpose to help make financial lives better through the power of... ...comprehensive advice and customized solutions to clients to help them achieve their... ...clients to review financial and investment goals, building a financial plan, and recommending brokerage...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$70k - $80k
...by a common purpose to help make financial lives better through the power of... ...comprehensive advice and customized solutions to clients to help them achieve their... ...clients to review financial and investment goals, building a financial plan, and recommending brokerage...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey begins... ...deliver Bank of America's core banking, investment solutions and approach to client care....SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Tulsa -TUL Areas of Interest: Financial Advisor Pay Transparency Salary... ...TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA... ...through holistic financial planning and financial advice. In addition... ..., ask questions, and find solutions. Everyone pulls together,...SuggestedTemporary workWork at officeImmediate start
- Job Description As a Financial Solutions Advisor Stage I (FSA I) , the role begins with obtaining Securities Industry licenses, receiving dedicated... ...center, delivering Bank of America’s core banking, investment solutions and client care. This position is subject to SAFE...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$48k - $100k
...+ years of experience as a Financial Advisor with a transportable practice... ...wealth management and investment products and services for individuals... ...globally, specializing in planning for retirement, education,... ...Provide customized solutions utilizing the full resources...Shift workDay shift- ...comprehensive wealth management and investment products and services for... ...management, including planning for retirement, education,... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...executing highly customized solutions to meet client needs...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$90k - $250k
FINANCIAL ADVISOR - WEALTH MANAGEMENT ADVISOR Remote / Hybrid, United States | Full-Time |... ...comprehensive wealth management, retirement planning, investment advisory, portfolio management, and... .... Implement insurance planning solutions including life and disability...Full timeRemote workFlexible hours$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... ...client prospecting, financial analysis, and education on investment options. Candidates should have strong communication...Remote jobFull timeFlexible hours- A leading financial advisory firm in the United States is seeking an Entry-Level Financial Advisor for a hybrid or remote role. In this position, you'll generate and qualify... ...needs with various insurance and investment solutions. Candidates should have a Bachelor's degree...Remote job
$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. We’re... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part...Hourly payContract workWork experience placementRemote workFlexible hours- Career Headhunter LLC is seeking an Entry-Level Financial Advisor to join its team. This position involves providing financial planning and insurance advisory services, along with prospecting and client acquisition. Candidates should possess strong communication skills...Remote job
- Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources... ...clips your upside. Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and... ...& Monitor - Deliver solutions from our open-architecture platform...Work at officeRemote workFlexible hours
$50k - $70k
...should lead to real opportunity LPL Financial partners with banks to offer a... ...OK would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial.... ...look to Central Bank for financial solutions. This position will offer: The...Local area- ...in Broken Arrow, Oklahoma is seeking a Branch Representative to embody the Credit Union’s core values while offering tailored financial solutions. You will analyze member needs, process transactions, and represent the credit union at community events. The ideal candidate...
$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... ...with an insurance license and at least three years of investment sales experience. This position offers a salary range...- BOK Financial Corporation seeks a Financial Advisor in Tulsa, Oklahoma. This role involves guiding clients towards their financial goals through holistic financial planning and developing strong client relationships. With at least a bachelor’s degree in finance and related...
$50k - $70k
LPL Financial is seeking a Financial Advisor associated with Central Bank in Tulsa, OK. This role allows you to service an existing book of business... ...the bank's referral system, with access to a variety of investment products. Required qualifications include Series 7 and...- ...unit operations, this role leads complex financial, regulatory, and strategic analysis in... ...asset optimization, and long-range business planning. The position partners closely with FERC... ...models, scenario analyses, and investment cases to support strategic decision-making...Full time
- BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK... ...NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates... ...than a century. We provide comprehensive solutions for individuals and institutions worldwide...Local areaWorldwide
$50 - $60 per hour
...expertise to help shapehow AI understands financial principles and decision-making. We’re growing... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time...Hourly payFull timeContract workPart timeWork experience placementRemote work$50k - $85k
...partnerships. Strengthen brand visibility through market-informed planning. Qualifications/Skills MUST be a U.S. citizen. High school diploma or equivalent. 5+ years in investment, business consulting, or financial planning. Background in entrepreneurship, food retail, or...For contractorsLocal areaWork from homeHome officeFlexible hours- Fidelity Investments Inc. is looking for a Financial Representative in Tulsa, Oklahoma. This role emphasizes relationship-building with clients through exceptional service, integrity, and dedication. Candidates should possess strong customer service experience and have...
$99k - $232k
...client requirements, implementing software solutions, and offering training and support for... ..., you will enable clients to optimize financial processes, improve financial reporting,... ...client accounts, focusing on strategic planning and mentoring junior staff. You are accountable...Full timeH1b$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours$60k - $300k
A financial services company in Tulsa is seeking dedicated individuals to run their own financial practice. This role involves providing... ...to $300,000, making it a lucrative opportunity for those ready to take charge of their careers. #J-18808-Ljbffr TEEMA Solutions GroupFlexible hours- ...'ll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you'll gain hands-on experience... ..., all while being part of a supportive, family-owned bank that invests in your growth. This is a full-time position. Usual days and...Full timeMonday to Friday
- ...you can too, so bring your energy to ours. As a Financial Analyst (I/II/III), you will support financial planning, forecasting, and management reporting through... ...partners Identifies, researches and recommends solutions, including process improvement initiatives Coordinates...Work at officeWork from homeFlexible hours1 day per week
- ...gross margin, and providing financial guidance to production and cross... ...decisions, such as capital investments or mergers and acquisitions.... ...are organized, reliable, and solution focused. Most importantly, you... ...: Benefits 401(k) savings plan with employer contributions...Full timeTemporary workFlexible hours
$97k - $192k
...The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... ...our local leaders: Gregory D. Mallett, Regional Director/Investment Advisor Representative Prior Experience: Before Modern Woodmen,...Work at officeLocal areaWork from homeFlexible hours
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