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 2 days 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$102.85k - $127.05k
Boeing is seeking a Senior Procurement Agent to join their team in Oklahoma City. The role involves sourcing new suppliers, negotiating... ...skills, and proficiency in contract drafting. This position is 100% onsite, and relocation assistance is not provided. The position offers...SeniorContract workRelocation packageDay shift- Merrill Wealth Management Overview Merrill Wealth Management is a... ...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...SuggestedWork at officeWork from homeShift workDay shift
- A leading aerospace company is seeking an Experienced Electrical Power Design and Analysis Engineer to work onsite in Oklahoma City. The role involves analyzing electrical power loading for various systems and providing expertise for design modifications. Candidates should...Senior
- Curtiss-Wright Corporation is seeking a Senior Hardware Engineer for an onsite role in the United States (Ashburn, VA; Boston, MA; Salem, NH). You will design, develop and deliver 3U/6U VPX SBCs, FPGA and I/O cards for high‑speed data processing in DoD environments. Responsibilities...Senior
- LHH is seeking a Senior Internal Auditor for their financial services client in Oklahoma City. This onsite position involves planning audits, leading staff, and ensuring compliance with internal controls. The ideal candidate has a Bachelor's in Accounting or Finance and...Senior
$81.5k - $187.5k
...Packard Enterprise is seeking a skilled technology professional who will provide support and solutions to our clients, primarily working onsite. With over 5 years of experience in the field and a passion for technology, you'll contribute to customer satisfaction and support...Senior$79.3k
...clinician or in a clinical setting. This role can be hybrid or remote. If you live with 50 miles of an office you are required to be onsite 3 days a week (T,W,Th). Outside of 50 miles will be remote. ESSENTIAL RESPONSIBILITIES Serve as a marketing resource for the...SeniorFor contractorsWork at officeLocal areaRemote work3 days per weekHighmark Health
Oklahoma City, OK4 days ago- Hewlett Packard Enterprise is seeking a Senior Technology Consultant to provide technology guidance to external customers and internal teams. This role is designed as an onsite position with primary work from an HPE partner/customer office, serving as a trusted advisor...SeniorWork at office
- ...troubleshooting hardware issues. Candidates should have a Bachelor's degree in Electrical or Hardware Engineering and 4-8 years of related experience. Strong analytical skills are required. This is an onsite position with no telework available. #J-18808-Ljbffr Leidos IncSeniorRemote work
- ...experienced Structural Analysis Engineer Lead and Senior to join the Air Vehicle Engineering team. The role is 100% onsite in Oklahoma City, Oklahoma. The position... ...responsibilities include leading analysis, certification planning, mentoring junior analysts, and coordination...Senior
- Career Headhunter LLC is seeking a Wealth Advisor in Oklahoma City. The role involves developing long-term client relationships and providing comprehensive financial planning services. Advisors are offered uncapped earning potential, leadership development opportunities...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
- Fuse3 Solutions is looking for a Senior Land Professional in Oklahoma City, OK. The role involves managing land and title functions for... ...documentation, and ensuring compliance with company objectives. This full-time role requires onsite work. #J-18808-Ljbffr Fuse3 SolutionsSeniorFull timeWork at office
- 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- Nabholz Corporation in Oklahoma City is seeking a Senior Superintendent responsible for overseeing onsite production of construction projects. The role emphasizes... ...include health coverage, retirement savings plan, and paid vacation. #J-18808-Ljbffr Nabholz CorporationSenior
- 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
- ...Agency is seeking an experienced professional for a role in project management in Oklahoma City, OK. Responsibilities include managing onsite activities, monitoring project schedules, and ensuring effective project controls. The ideal candidate will have 5-10 years of...SeniorWork at office
$140k - $150k
Inceed in Oklahoma City is seeking a Senior GIS Analyst to join a partner organization in a direct-hire role. You will bring deep GIS expertise... ...Esri data analysis to support high-impact geospatial projects onsite. The ideal candidate has 7+ years in GIS and FME, strong Esri...Senior- Career Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma. This role involves building comprehensive client relationships, offering advanced financial planning services, and developing referral networks. Offering remote or hybrid work models, the ideal...SeniorRemote work
$76.1k - $136.9k
...prospects. You will manage the end-to-end experience—from planning and content alignment to onsite execution—ensuring each briefing is impactful, seamless, and aligned to business objectives. As a Senior Event Specialist, you will be responsible for: Designing and...SeniorWork experience placementAkamai
Oklahoma City, OK4 days ago- F2Onsite is seeking an Onsite Network/Firewall Engineer in Oklahoma City, OK for a project from June 2026 to December 2026. The ideal candidate should possess a Bachelor's degree in computer science or a related field, plus a minimum of five years in IT and three years...Senior
$83.07k - $100.66k
## Senior Specialist, Planner-BuyerDevens - MA - USFind out how well you match with this job**Working... ...be primarily responsible for material planning and ordering requirements for the... ...essential roles require 100% of shifts onsite at your assigned facility. Site-by-design...SeniorHourly payFull timeTemporary workPart timeFor contractorsSummer workLive inWork at officeLocal areaRemote workFlexible hoursShift work- ...A leading global professional services firm seeks a Senior in Indirect Tax to manage compliance processes, advise clients on tax strategies, and contribute to operational efficiency. The ideal candidate will have a minimum of 3 years in sales and use tax, a Bachelor's...SeniorFlexible hours
Ernst & Young Oman
Oklahoma City, OK4 days ago $124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to... ...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,...SeniorFull timeH1bLocal areaOverseasPwC
Oklahoma City, OK3 days ago$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1bPwC
Oklahoma City, OK21 hours ago- ...: 78214 Location: Oklahoma City -OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application... ...best. You've come to the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and...SeniorLocal area
BOK Financial
Oklahoma City, OK1 day ago - Northrop Grumman is seeking a Systems Engineer for an onsite position in Oklahoma City, OK. The successful candidate will develop and execute program requirements across the full lifecycle, ensuring the achievement of design, production, integration, and test objectives...SeniorFull timeRemote work
$107.9k - $195.05k
Leidos is seeking a skilled Hardware Engineer in Oklahoma City to support critical FAA systems. This role involves designing, developing, and maintaining hardware systems while ensuring performance, reliability, and compliance. Candidates must have strong knowledge of hardware...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
- senior planner Oklahoma City, OK
- facilities planner Oklahoma City, OK
- travel planner Oklahoma City, OK
- planning specialist Oklahoma City, OK
- meeting planner Oklahoma City, OK
- medical equipment planner Oklahoma City, OK
- lead planner Oklahoma City, OK
- vacation planner Oklahoma City, OK
- medical planner Oklahoma City, OK