Financial Advisor
Wisepath Financial Group
Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside. Holistic Planning Platform – Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool. Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision. Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth. What You’ll Do Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners. Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture. Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide. What You’ll Need Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain). Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel. Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model. Education: Bachelor’s degree or equivalent professional experience. What We Provide Compensation & Benefits W-2 status with 7.5 % FICA 401(k) with 6 % company match Medical, dental, vision, life & disability insurance National recognition programs and chairman’s trips Practice-Building Tools End-to-end transition support and marketing concierge CRM, financial planning, and portfolio management tech stack In-house product specialists and advanced planning team Freedom & Flexibility No product quotas or commission caps Remote, hybrid, or office options to suit your lifestyle Clear paths to leadership and equity participation for top performers Apply Today Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values? Strategic Financial Concepts – where your success is our strategy. #J-18808-Ljbffr Wisepath Financial Group
- ...relationships through networking and community involvement. Participate in the referral program and follow up on leads. Maintain expertise in financial markets and use research tools. Ensure compliance with all regulatory and company policies. Manage client records and branch...SuggestedWork at office
Central Bancompany
Tulsa, OK2 days ago - ...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...SuggestedFull time
Thrivent Financial
Tulsa, OK4 days ago $50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Tulsa, OK1 day ago- A leading financial services firm is seeking dynamic individuals to become financial advisors. You will build client relationships and create tailored financial plans while receiving exceptional training and support. This entrepreneurial role offers the potential for uncapped...Suggested
$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 new relationships through the credit union’s referral system. Candidates must have Series 7 and 66 licenses, along...Suggested- ...A financial services organization based in Owasso, Oklahoma, is seeking a candidate to deliver personalized investment solutions to help clients achieve their financial goals. Responsibilities include providing financial service information to members, networking within...
Modern Woodmen
Owasso, OK2 days ago - ...Entry-Level Financial Advisor – Remote / Hybrid Launch Your Career with Fortune-500-Level Support Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses. Big-Firm Resources – National brand, marketing engine, proprietary planning tech,...Base plus commissionRemote work
Wisepath Financial Group
Owasso, OK3 days ago $80k
...traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Entry‑Level Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....New York Life Insurance Company
Tulsa, OK2 days ago- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
National Black MBA Association
Tulsa, OK2 days ago - A financial services firm is seeking a Financial Advisor to develop and grow a personal client practice with substantial support. This role includes building relationships, understanding clients' needs, and overseeing branch processes. Candidates must be self-motivated...
- A financial advisory firm is hiring an Entry-Level Financial Advisor for a remote or hybrid role. This position offers extensive training and mentorship, enabling new hires to build their advisory practice while enjoying uncapped earnings through a combination of base...Remote job
$60k - $300k
A financial services company in Tulsa is seeking dedicated individuals to run their own financial practice. This role involves providing sound financial advice, building client relationships, and engaging in continuous training for professional growth. Candidates should...Flexible hours- Company Merit is a fast‑growing, pioneering financial services firm that invests heavily in the growth and development of team members.... ...servant leadership and total team leadership. Position The Service Advisor is a licensed financial professional responsible for supporting...Temporary workFlexible hours
- ...Full Time. Education Level: 4 Year Degree. Travel Percentage: Negligible. Job Shift: Day. Job Category: Banking. The Financial Crimes Partner Advisor is responsible for the oversight and expert guidance of our Banking-as-a-Service (BaaS) partners to ensure compliance...Full timeWork experience placementWork at officeShift work
- ...Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long‑lasting positive...
Fidelity Investments
Tulsa, OK3 days ago - ...Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Community...Work at officeLocal area
Modern Woodmen
Owasso, OK3 days ago - ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Modern Woodmen
Tulsa, OK7 days ago - Bank of America in Tulsa is seeking a qualified financial advisor to provide tailored financial solutions to clients. The role involves assessing client needs, introducing investment products, maintaining compliance with regulations, and building financial goals for clients...Full time
- Stratford Davis seeks a Remote Inbound Representative to help clients plan their financial futures by providing tailored solutions. You will work independently, utilizing a flexible schedule while receiving mentorship and training. Your responsibilities include generating...Remote jobFlexible hours
$60k - $300k
...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... .... You will be able to attend training sessions led by top advisors and industry leaders. · Stability - You are backed by an almost...Full timeRelocation packageFlexible hours- ...Overview As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy...
Mariner Wealth Advisors
Tulsa, OK9 days ago $70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- A medical center in Oklahoma seeks a Financial Counselor to provide excellent customer service to patients. This entry-level role requires a High School Diploma or GED, along with 1-3 years of relevant experience. Responsibilities include addressing patient inquiries over...
- ...Region - Modern Woodmen of America is seeking a proactive agent dedicated to assisting individuals and families in securing their financial futures. This role emphasizes building significant relationships within the community while providing tailored financial guidance....Remote job
- A financial services firm in Tulsa is seeking an entry-level Financial Advisor to build an independent practice utilizing Fortune 500 resources. You’ll leverage your client relationships to drive uncapped earnings through a commission structure. The ideal candidate will...Flexible hours
- ...Pay Transparency Salary Range: Not Available Application Deadline: 06/27/2026 By BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management,...
BOK Financial
Tulsa, OK19 hours ago - ...relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and...Work experience placementFlexible hoursRotating shift
First Fidelity Bank
Tulsa, OK3 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Tulsa, OK3 days ago- ...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... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Charles Schwab is seeking a Financial Consultant in Tulsa, Oklahoma to provide clients with wealth management and financial planning advice. The role requires building strong relationships and a valid FINRA Series 7 license. At Schwab, you will have the opportunity to shape...
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