Senior Wealth Planning Specialist - Onsite
CAPTRUST
CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist in Oklahoma City. This role involves direct collaboration with wealth management teams to provide tailored financial planning solutions and support execution within the centralized financial planning model. Minimum qualifications include a bachelor's degree and 8+ years of industry experience with proficiency in eMoney software. The position supports business development, advanced planning, and training of the wealth team, and expectations include minimal travel. #J-18808-Ljbffr CAPTRUST
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planning Specialist - Onsite in Oklahoma City, OK vacancy
$90k - $130k
CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist who will work directly with our wealth management teams to provide client and prospective... ..., this is not a remote or work from home position. #LI-Onsite How do we build a world class organization one brick at...SeniorWork at officeLocal area- Simmons Bank seeks a Private Wealth professional to administer and optimize client accounts, coordinating with portfolio managers to ensure appropriate asset allocations and review frequency for major relationships. You will work with clients, their advisors, and professionals...Senior
- ...customer focus to the business. This position ensures that Private Wealth accounts will be administered appropriately. Also, works... ...Specialized Training Courses related to investments, financial planning, estate administration, or another trust-related field is helpful...Senior
- Simmons First National Corporation in Oklahoma City is seeking an experienced wealth management professional to administer Private Wealth accounts and collaborate with clients, their advisors, and portfolio managers. The role emphasizes managing major client relationships...Senior
- Jobtailor in the United States is seeking a seasoned senior banking professional focused on commercial banking and ESOPs to lead new client... .... You will collaborate with Relationship Managers, Credit, and Wealth Management to deliver client-centric banking solutions and...Senior
- RWA Wealth Partners is seeking a Private Wealth Senior Tax Associate to lead preparation and timely filing of complex individual and fiduciary returns in Newton, MA. You will analyze information to determine the lowest lawful tax burden and maintain client confidentiality...Senior
- A well-established organization in Oklahoma City seeks a Staff or Senior Income Tax Accountant to support its income tax compliance function. This onsite role involves preparing federal and state tax returns, developing tax documentation, and collaborating with teams on...Senior
$100k
A renewable energy firm is looking for a Senior Accountant to enhance the financial health of its operations. Responsibilities include... ...systems like SAP and knowledge of US GAAP is preferred. This role is onsite in Suffolk County, MA, with a starting salary of $100,000/year....Senior- BOK Financial is seeking a Senior Private Wealth Banker to manage a portfolio of high-net-worth clients in Oklahoma City. This role involves complex loan management, delivering various financial services, and ensuring compliance with regulations. The ideal candidate will...Senior
- ...exciting opportunity for an Experienced or Senior Supply Base Management Specialist to join our B-52 Radar Modernization... ...Oklahoma City, Oklahoma. This 100% onsite, first-shift role requires the... ...to develop and implement supply base plans that support program objectives. #J...SeniorDay shift
- BOK Financial Corporation is seeking a Senior Private Wealth Banker in Oklahoma City. The role involves making and servicing a variety of complex loans and providing a range of financial services to high net worth clients. The ideal candidate should have a Bachelor's in...Senior
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build trusted relationships and deliver tailored investment solutions, coordinating with...
- ...Merrill Wealth Management is a leading provider of comprehensive... ...wealth management, including planning for retirement, education, legacy... ...you may be required to work onsite in accordance with the... ...relationships with internal specialists to ensure alignment of client...Work at officeWork from homeShift workDay shift
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryA career... ...and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping...SeniorFull timeH1bLocal areaOverseas- ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/10/2026 Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people...Senior
BOK Financial
Oklahoma City, OK4 days ago $77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems...SeniorFull timeH1b$86.8k - $165.2k
...Air Depot Blvd ~ SUSTAINMENT CTR, Dock 18 Position Role Type:Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements:... ....Qualifications We Prefer: Experience with enterprise resource planning systems such as SAP Operational experience in an MRO engine facilityWorking...SeniorTemporary workWork experience placementWork at officeRemote workFlexible hoursDay shift- Vanasse Hangen Brustlin, Inc. seeks a Development Permitting Specialist in the Environmental Planning Team (Boston/Watertown, MA). Hybrid work, with responsibilities across MEPA/NEPA processes, regulatory submissions, and client-facing coordination to advance project entitlements...Senior
- Deckers Brands is seeking a Sr. Merchandise Planner for Teva DTC. This role focuses on driving financial plans, open-to-buy management, and cross‑functional collaboration to optimize sales, profitability, and inventory turns. You’ll partner with Merchants and Planning Operations...SeniorRemote job
- Stantec is seeking an Environmental Planner/Siting Specialist to help deliver electrical transmission line routing and substation siting... .... The role emphasizes strong technical writing, environmental planning, and collaborative work with teams across disciplines. Travel...Senior
- ...growing claims management firm in Oklahoma City is seeking a Senior Subrogation Claims Specialist to manage high-value claims and total loss cases. The... ...hybrid work flexibility with competitive benefits including medical, dental, and retirement plans. #J-18808-Ljbffr...Senior
LHH
Oklahoma City, OK2 days ago - ...Oklahoma City Chamber Of Commerce seeks a Sr. Director of Event Visitor Services & Central Planning to lead visitor services and centralized planning for Team OKC's Olympic responsibilities. You will coordinate with LA28 and venue partners to ensure readiness and a seamless...Senior
Oklahoma City Chamber Of Commerce
Oklahoma City, OK8 hours ago - Overview Join to apply for the Senior Treasury Analyst-Onsite OKC role at TieTalent . We are seeking a local candidate for this role and would love... ...banks). Collaborate with the Director of BI/Treasury on planning exercises and execute debt paydown and interest reduction...SeniorTemporary workWork at officeLocal areaWorldwide
- Nixon Peabody LLP seeks a Media Relations Senior Specialist to lead integrated PR strategies elevating the firm’s reputation across litigation, transactional work, pro bono, and firmwide initiatives. The role partners with Marketing, Communications, Business Development...Senior
- ...collaborate with Research, Product, Architecture, and Strategy teams to convert early insights into clear recommendations guiding long-term investments. The role is senior and requires 10+ years in technology strategy, with strong communication skills #J-18808-Ljbffr AVEVASenior
- Orion180 in the United States seeks a Senior CAT Risk & Portfolio Analyst to lead catastrophe analytics and portfolio strategies, collaborating with Underwriting, Product, Finance, and Tech teams. You will leverage AIR, RMS, KR and internal tools to monitor risk, support...Senior
- Harvard University in Cambridge, MA is seeking a Principal Contracts Analyst to manage, review, and negotiate complex legal contracts in support of the Faculty of Arts and Sciences and its departments. You will collaborate with General Counsel, Risk Management, and procurement...Senior
$158k - $236k
...retention—while orchestrating the right mix of product, services, and partner resources. You will lead structured discovery and success‑planning engagements that create measurable playbooks and milestones early in the lifecycle. Overarching Objective For The Role Accelerate...SeniorRemote workZendesk
Oklahoma City, OK1 day ago- Sanofi is seeking a senior HEOR lead to design and execute health economics research spanning economic modeling, database analyses, observational... ...Rare Disease indications and integrates findings into broader planning documents. You will collaborate with cross-functional teams to...Senior
- Jobtailor seeks an experienced Compliance Specialist to monitor investment guidelines and implement restrictions in leading systems like BlackRock Aladdin and Bloomberg AIM. The role collaborates with CIO, investment managers, and Legal to ensure adherence to state insurance...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planning Specialist - Onsite. Be the first to apply!
Related searches
- retail planner Oklahoma City, OK
- distribution planner Oklahoma City, OK
- business continuity planner Oklahoma City, OK
- capacity planner Oklahoma City, OK
- senior planner Oklahoma City, OK
- airport planner Oklahoma City, OK
- planning specialist Oklahoma City, OK
- case planner Oklahoma City, OK
- lead planner Oklahoma City, OK
- medical planner Oklahoma City, OK