Financial Advisor Jobs in Oklahoma City, Oklahoma

51 jobs

First Command Financial Services is committed to helping military families get their financial lives squared away and pursue their goals and dreams through coaching and guidance from trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven individuals to join our Financial Advisor team. As a First Command Financial Advisor you will learn how to: De...

The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Team’s practice. The primary focus of the TFA Business Development role is to define the team’s client acquisition plan, execute on the plan through client acquisition activities, and track towards the FA Team’s client acquisition...

The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Team’s business. The primary focus of the TFA Relationship Management role will be to own and manage client relationships as determined by the team and in accordance with the client service model. The TFA Relationship Manager will...

Take your career to the next level at a top 10 U.S. CPA and advisory firm. At BKD, we offer the resources you need to go as far as your talent will take you. Build your skills focusing on specific industries and service areas while delivering unmatched client service to high-profile companies and organizations. Take a closer look at BKD, a stable, growing firm that offers you competitive compensat...

Overview: About Us Futurity First is a nationwide independent distributor of Life insurance, annuities, senior health insurance, LTC, DI and investment products focused on the needs of the pre-retiree and retiree market. Through its two companies, Futurity First Career and Dressander/BHC, Futurity is one of the largest multi-carrier distributors of fixed indexed annuities in the country and its ...

Help Connect Faith and Finances as a Thrivent Financial advisor What if your next career could change lives? What if you could succeed by helping others succeed? What if you could help Christians connect their faith and finances? As a financial advisor with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career. Why Thrivent? We believe money is a too...

Overview: Partner with an Industry Powerhouse As one of the Southwest’s largest brokerage firms, BOSC, Inc. serves the needs of investors nationwide. We are a registered broker/dealer in all 50 states and a subsidiary of BOK Financial Corporation (NASDAQ: BOKF), a $27 billion regional financial services company. Together with BOKF, NA, BOSC handles more than 337,000 transactions and trades appro...

Recruit GAAP Staffing is search for a full time Admissions Advisor for a client company located in Oklahoma City, OK area. Industry: Education. With an environment described as: Fast pace environment with room for growth, Recruit GAAP is searching for someone with the ability to perform the scope of responsibilities combined with the following skills and experience: Conduct interviews and evaluate...

Sales Representative / Manger / Agency Owner - Training Provided About the Job Have you ever dreamed of owning your own business? Do you enjoy meeting new people? Then becoming a Farmers Insurance Agent might be for you! If you are driven and coachable we can help you succeed. We offer a wide array of support and the following is just the tip of the iceberg. · 3 year financial assistance pack...

Job Description Play a vital role in the customer banking experience at Chase! As part of JPMorgan Chase, a leading global financial services firm, Chase has over 5,600 locations where our bankers build relationships with customers by providing them with products and services to meet their ever-changing needs. The Relationship Banker is a branch based customer facing position whose primary goal ...

Description Job Summary: Under limited supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with i...

POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Str...

Overview: BOK Financial (BOKF) , based in Tulsa, Oklahoma, is one of the top 25 bank holding companies in the U.S. The company's stock is publicly traded on NASDAQ under the ticker BOKF. BOK Financial's holdings include BOKF, NA, BOSC, Inc., Cavanal Hill Investment Management, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: ...

Play a vital role in the customer banking experience at Chase! As part of JPMorgan Chase, a leading global financial services firm, Chase has over 5,600 locations where our bankers build relationships with customers by providing them with products and services to meet their ever-changing needs. The Relationship Banker is a branch based customer facing position whose primary goal is to acquire, re...

JPMorgan Private Banking Banker Job Description JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consume...

Millions of individuals, families and small businesses across America rely on Mutual of Omaha for their individual insurance and financial services needs. The products of our Individual Financial Services business unit – and our representatives’ personalized service – help maintain this position of leadership. General Manager - Oklahoma City Basic Function: Assures territory of agencies achieve ...

Overview: About Us The Futurity First Insurance Group (ffig.com) is a nationwide independent distributor of Life insurance, annuities, senior health insurance, LTC, DI and investment products focused on the needs of the pre-retiree and retiree market. Through its two companies, Futurity First Career and Dressander/BHC, Futurity is one of the largest multi-carrier distributors of fixed indexed an...

Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 30,000 people serving clients in more than 100 countries, we have the agility and focus it takes to be a leader. AUDIT MANAGER POSITION SUMMARY: Would you like to join a team of trusted business advisors passionate about providing their clients with superior audits and exceptional servi...

Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 30,000 people serving clients in more than 100 countries, we have the agility and focus it takes to be a leader. Experienced Tax Manager – General Tax – Private Wealth Service Position Summary: The Experienced Tax Manager in the General Tax Private Wealth Service group is responsible fo...

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra-high net worth individuals and families in 36 countries around the world. The Private Bank addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, capital raising, and s...