Associate Financial Advisor

Burkholder Wealth Management

Company Description Burkholder Wealth Management (BWM) was 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 approach allows for a more customized and in-depth planning experience for clients with complex financial needs. Role Description This is a full-time on-site role for an Associate Financial Advisor at Burkholder Wealth Management. The Associate Financial Advisor will be responsible for financial planning, retirement planning, investment management, financial advisory services, and supporting the lead advisor in various client-related tasks on a day-to-day basis. Qualifications Financial Planning and Finance skills Retirement Planning expertise Knowledge of Investments and Financial Advisory services Strong analytical and problem-solving skills Excellent communication and client relationship management abilities Detail-oriented with a high level of accuracy in financial analysis Professional certification (e.g., CFP, CFA) is a plus Bachelor's degree in Finance, Business, Economics, or related field #J-18808-Ljbffr Burkholder Wealth Management

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Vacancy posted 4 days ago

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