Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$60k - $75k

Retirement Income Blueprints

We seek exceptional individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners) . This is a top-tier position for motivated FAs with outstanding sales skills and a drive for success. We seek sales-oriented individuals who thrive on working with High-Quality Prospects (HQP) and delivering exceptional financial services. Here are some of the benefits of this position: Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation. No Prospecting Required Daily exposure to High-Quality Prospects (HQP), resulting in a consistent flow of potential clients. Flexible schedule with the ability to take time off, including part of Fridays, to maintain work-life balance. Competitive compensation package based on performance. Compensation: W2 Base + Commission role. Base ranges from $60,000 to $75,000 depending on prior experience, commissions are 20% uncapped. Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele. It is estimated that an Advisor, once trained, will be working approximately 45 hours per week. Job Type: Full-time W-2 position. Active State Life and Health License or willingness to pass exam prior to start date. Must hold an active Series 65 or 7/66 or equivalent licensure. 2-5 years of prior experience in wealth or financial planning, advising, or life and annuity sales is preferred. Strong ability to identify and engage with high-quality prospects (HQP) with investable assets ranging from $500k to $5M. Exceptional communication and interpersonal skills to build rapport with clients and establish long-term relationships. Ability to work flexible hours, including 2 - 4 evenings per month, to accommodate client availability. Willingness to continuously learn about financial products and industry trends to provide up-to-date advice to clients. Health Insurance - 100% coverage of employee-only premiums 401(k) with a dollar-per-dollar match up to 3%, 50% match up to 4% Three weeks of PTO annually All leads are provided, and seminars are filled for you! Hands-on, comprehensive training and development Profit Sharing Flexible work-life balance All overhead costs covered by RIB Family-oriented environment Meet with HQPs, understand their financial needs and retirement goals, and convert them into High-Quality Clients (HQC). Lead educational seminars with potential clients to introduce our services, aiming to inform and invite them for personalized advisement meetings. Employ your public speaking prowess to educate clients about the most suitable options. Serve HQCs by providing personalized financial solutions and maintaining strong client relationships. Dedicate 80% + of working time to sales activities, delivering classes/seminars, client meetings, and relationship building. Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team. Oversee client issues and guide the team to ensure exceptional client service. Teach a college course designed to attract and engage HQPs. EEO Statement Retirement Income Blueprints is committed to the principles of equal employment. The Company is committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of age (over 40), race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status, sexual orientation, gender identity, or any other status protected by federal, state, or local laws. Retirement Income Blueprints is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment. #J-18808-Ljbffr Retirement Income Blueprints

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Oklahoma City, OK vacancy
  • # 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... 
    Suggested
    Full time
    Work at office

    Martha's Vineyard Bank

    Oklahoma City, OK
    2 days ago
  • Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices... 
    Suggested
    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
    2 days ago
  •  ...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 what they make, and how they spend their time. You will work hard. You will earn and... 
    Suggested
    Permanent employment
    Full time
    Work experience placement

    Modern Woodmen of America

    Oklahoma City, OK
    3 days ago
  • $100k - $250k

     ...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning...  ...assistance. We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent... 
    Suggested
    Work at office
    Local area

    Wisepath Group

    Edmond, OK
    3 days ago
  •  ...Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. As a Thrivent Financial advisor, you’ll:... 
    Suggested

    6AM City, LLC

    Oklahoma City, OK
    11 hours ago
  • $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
    4 days ago
  • $20.54 - $29.42 per hour

     ...a Customer Service position focused on assisting a diverse student population. In this role, you will guide students through the financial aid process, providing counsel on funding options. The position offers an onboarding training program and growth opportunities through... 
    Remote job
    Hourly pay
    Work at office

    Herzing University

    Oklahoma City, OK
    2 days ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship... 
    Full time
    Part time

    SkyKey Financial

    Oklahoma City, OK
    3 days ago
  • $1,000 - $2,000 per month

    AO Garcia Agency is seeking qualified candidates for a part-time remote position in financial services. The role allows you to work from anywhere, leveraging your communication skills to engage with clients and present insurance products effectively. With the opportunity... 
    Remote job
    Part time
    Flexible hours

    AO Garcia Agency

    Edmond, OK
    1 day ago
  • $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 Financial... 
    Local area

    Strategic People Advisors

    Oklahoma City, OK
    1 day ago
  •  ...Harvard University’s Office for External Education is seeking a Financial Associate I to support the Continuing Education portfolio. You will handle GL maintenance, AP/AR processes, and management reporting, partnering with internal teams to ensure timely and accurate... 
    Work at office
    Remote work

    Harvard University

    Oklahoma City, OK
    1 day ago
  •  ...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.... 

    WealthBridge Financial Group

    Midwest, OK
    4 days ago
  • $97k - $192k

     ...Overview The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Mallett Region - Modern Woodmen of America

    Oklahoma City, OK
    1 day ago
  • $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
    1 day ago
  •  ...We believe that our collective efforts will shape a healthier future for the communities we serve. How you'll contribute A Financial Counselor maintains and processes all assigned patient accounts and counsels patients regarding the admitting and discharging... 
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    LifePoint Health

    Oklahoma City, OK
    1 day ago
  •  ...We believe that our collective efforts will shape a healthier future for the communities we serve. How you'll contribute A Financial Counselor maintains and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes... 
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Lifepoint Health

    Oklahoma City, OK
    11 hours ago
  • 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
    4 days ago
  •  ...paced ever changing environment. Ability to remain calm and professional in high pressure/stressful situations regarding patient financial and medical conversations. Ability to work with minimal supervision and make independent decisions. Reliable transportation as may... 
    Work experience placement
    Work at office
    Local area
    Immediate start

    Ochsner Health

    Oklahoma City, OK
    2 days ago
  •  ...coverage Tuition reimbursement, loan assistance, and 401(k) matching Employee assistance program including mental, physical, and financial wellness Professional development and growth opportunities Minimum Qualifications Qualifications and requirements High School Diploma... 
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Lifepoint Health®

    Oklahoma City, OK
    4 days ago
  •  ...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. Being... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Oklahoma City, OK
    more than 2 months ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Oklahoma City, OK
    4 days ago
  • $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
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and...  ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Oklahoma City, OK
    4 days ago
  •  ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced...  ...long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. Why... 
    Remote work

    Career Headhunter LLC

    Edmond, OK
    4 days ago
  • $43.89k - $102.08k

     ...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area

    CVS Health

    Oklahoma City, OK
    1 day ago
  •  ...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 on allocating capital. Applicants should be comfortable collaborating... 
    Contract work
    Work at office
    Flexible hours

    Love's Travel Stops

    Oklahoma City, OK
    2 days ago
  •  ...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
    3 days ago
  •  ...affords personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,... 
    Local area
    Shift work

    Verint Systems

    Oklahoma City, OK
    5 days ago
  •  ...supporting in planning for potential outcomes and solutions Preparation of Funding packs, information memorandums and business plans Financial modelling for sell‑side and buy‑side transactions Participating in networking and supporting with business development Profile The... 

    Michael Page Finance

    Oklahoma City, OK
    2 days ago
  •  ...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
    4 days ago

Do you want to receive more vacancies?

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