Financial Advisor

Employment Type: Full-time, Direct Hire Experience Level: Mid to Senior Level About This Opportunity We are a privately held, $1B+ AUM multi-family office and registered investment advisor growing at 37% this year. We're building our portfolio strategy and planning capabilities to serve ultra-high-net-worth families and business owners, and we're looking for someone who can think strategically, communicate clearly, and hold their own in complex advisory situations. This is a growth hire, not a backfill. You'll work directly with our senior leadership team on real, sophisticated client work: business sales, asset allocations, estate planning, charitable strategies, and complex financial scenarios that require both analytical depth and the ability to translate complexity into clarity. What You'll Do Serve as an internal strategic partner for ultra-high-net-worth clients ($5M+ households) Develop and present performance reporting with comprehensive qualitative and quantitative analysis Collaborate on portfolio positioning, tactical recommendations, and client goal alignment Participate in and lead client meetings, explaining sophisticated financial concepts with confidence and clarity Support senior advisors with detailed analysis and strategic recommendations Financial Planning & Technical Analysis Build integrated financial strategies, tax-aware planning ideas, and investment scenarios Support senior advisors with in-depth estate planning, charitable strategy, and multigenerational wealth planning analysis Help design proposals for new and prospective clients Conduct bespoke research and strategic analysis on complex situations Relationship Management Maintain consistency in client communication and follow-up Coordinate across client relations, investment management, and operations teams Support leadership with research and strategic initiatives Build and manage relationship pipelines across partner firms and professional networks What We're Looking For Must-Have Experience & Skills Bachelor's degree in finance, economics, or related field Active Series 65 license Minimum 7 years of progressive experience in financial advising, portfolio strategy, or wealth planning Exceptional ability to communicate complex financial concepts clearly—to clients, colleagues, and external professionals Fully on-site availability in Oklahoma City, Monday through Friday, 8 a.m. to 5 p.m. CFA, CFP, or WMCP designation Family office or multi-family office experience (materially shortens ramp) Experience managing ultra-high-net-worth relationships ($5M+ AUM) Advanced Excel (VLOOKUPs, pivots, macros), Orion, Redtail, Morningstar, PowerPoint, Bloomberg RIA, family office, or wealth management industry background Not Required (and Honestly, Not Sought) A book of business or existing client relationships. This is not a production role. Bonus: Based on participation in firm bonus pool Three-Year Trajectory: Approximately $300,000 total compensation Medical: Firm covers 75% of employee-only premium 401(k): Dollar-for-dollar match to 3%, plus 50% match from 3% - 6% PTO: Starts at 2 weeks, capped at 6 weeks (one week carryover) HSA: $2,500 annual employer contribution Equity: Future opportunity to purchase equity with distributions attached Relocation: Available if needed Requirements On-site presence in Oklahoma City is non-negotiable. This work requires in-person collaboration with clients and the team. This is a confidential, private search. All inquiries are handled discreetly. Qualified candidates will be contacted for an interview. #J-18808-Ljbffr