Financial Advisor
$60k - $75kRetirement 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
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Northwestern Mutual in Oklahoma City is offering a unique opportunity for aspiring financial advisors to build a successful practice while helping clients achieve their financial goals. This role emphasizes relationship-building and personalized financial planning, providing...- Thrivent Financial is seeking financial advisors in Oklahoma City to provide expert advice while helping clients build and protect their financial well-being. The role emphasizes building long-term relationships and provides unlimited earning potential through commissions...Flexible hours
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- Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets, investment strategies, personal finance...Bank staff
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$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 Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Bank of America is hiring a Financial Solutions Advisor Stage I in Oklahoma City. This role focuses on acquiring essential industry licenses and developing extensive client relationships. Successful candidates will undertake comprehensive training, gain industry-specific...Full timeWork at office
$24 - $27 per hour
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Northwestern Mutual is seeking a financial advisor in Oklahoma City, OK. This unique opportunity allows you to help clients achieve their financial goals through personalized planning. Responsibilities include client acquisition, developing financial plans, and providing...$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Massachusetts to help clients achieve their financial goals through personalized planning. Responsibilities include building client relationships, managing financial plans, and maintaining client satisfaction. Ideal...- 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...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping over 2 million clients navigate financial challenges... ...to work both on-site and from home. As a Financial Advisor, you will collaborate with clients to assess financial goals, develop...Full time
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- Bank of America is seeking a Financial Solutions Advisor Stage I based in Edmond, Oklahoma. This role involves obtaining necessary securities licenses and developing client relationships to provide financial advice. The position emphasizes structured training and career...
$60k - $75k
LPL Financial is partnering with WEOKIE Credit Union to find a Financial Advisor in Oklahoma City. This position offers an opportunity to leverage the credit union's referral system to build a strong client base. Ideal candidates will have Series 7 and 66 licenses and...$65k - $80k
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Massachusetts. As a key player, you will help clients achieve their financial goals through personalized plans and strong relationship building. With unmatched training and licensing support, this role offers a performance...- A leading financial services firm is seeking a motivated Financial Advisor in Oklahoma City. This role focuses on building long-term client partnerships to achieve financial goals. The firm provides comprehensive training and support, while also offering the potential...Flexible hours
- ...Financial Solutions Advisor Registration Candidate - Oklahoma City Market Oklahoma City, Oklahoma;Oklahoma City, Oklahoma; Oklahoma City, Oklahoma; Yukon, Oklahoma; Oklahoma City, Oklahoma; Oklahoma City, Oklahoma; Edmond, Oklahoma; Norman, Oklahoma To proceed with...Work at officeImmediate startMonday to FridayShift workDay shift
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