Financial Advisor Jobs in Oklahoma City, Oklahoma
7 Oklahoma City, OK Financial Advisor jobs found on Monster.Jobs 1 to 7 of 7
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financia...
Job Summary This position performs or coordinates all of the student accounts processes. Incumbent must assure that the EDMC philosophy: quality services to clients; development, growth, involvement, and recognition of employees; sound economic principles; and environment which is conducive to innovation, positive thinking and expansion - is considered in carrying out the duties and responsibiliti...
District Manager Sales Management Opportunity Waddell & Reed Waddell & Reed boasts a unique position in the financial services industry as a full service broker/dealer, a financial planning pioneer and one of the most enduring mutual fund complexes in the United States. In a commoditized broker/dealer world, we believe we provide a uniquely flexible and supportive business model that provides our...
POSITION PURPOSE: This position will ultimately be responsible for the marketing and selling of organic, natural and specialty products. Associates in this role will increase the knowledge and awareness of business owners by recommending products and specialty items for UNFI accounts. Additionally, each position will be assigned an area of expertise that will directly impact and support the strate...
Business Banking serves the banking needs of businesses with $.5 million to $20 million in revenue. The Relationship Manager (RM) manages a portfolio of these clients and is a key role in the field organization, building relationships by providing financial advice to business clients with a focus on client experience and risk management. Business Banking is looking for an RM to develop new busines...
PURPOSE: Supervises the operations of the Case Managers, Social Workers and Pastoral Care. Works with the Chief Financial Officer on reviewing patient medical records to insure proper utilization of hospital services and resources. Responsible for coordinating patient needs with institution resources to promote cost effective care with quality outcomes. As a patient advocate, the Director of Resou...
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 package w...
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Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner in Oklahoma City
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Researches and investigates available investment opportunities to determine whether they fit into financial plans.
Sells financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
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