Financial Advisor Jobs in Oklahoma

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193 Oklahoma Financial Advisor jobs found on Monster.

Jobs 1 to 20 of 193
A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity You’ll have the unique opportunity to create your own destiny and potentially have a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover ...
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 financ...
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 financ...
A Career with Us Will Provide You with: · A marketing plan we help you customize to build your brand effectively · A comprehensive training program focused on people and marketing strategy · Financial support during your early years to help you build your business · Compete with our elite and score trips to awesome places like Hawaii, Beijing and Münich, Germany Realize Your Potential Being ...
Bank of America Edmond, OK
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. ...
Bank of America Oklahoma City, OK
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 Business Management role is to ensure the FA team has a defined business plan along with team roles and responsibilities and to track to the goals in the plan. The TFA Business Manager...
Bank of America Tulsa, OK
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. ...
Bank of America Oklahoma City, OK
The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s business. The primary focus ofthe TFA Relationship Management role will be to own and manage clientrelationships as determined by the team and in accordance with the clientservice model. The TFA Relationship Manager will deep...
Bank of America Oklahoma City, OK
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...
Bank of America Tulsa, OK
The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s business. The primary focus ofthe TFA Relationship Management role will be to own and manage clientrelationships as determined by the team and in accordance with the clientservice model. The TFA Relationship Manager will deep...
Bank of America Tulsa, OK
The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s business. The primary focus ofthe TFA Planner role is to deliver a full range of goals-based planning &financial solutions to their FA Team’s clients. The TFA Planner will own and manage theplanning components of the team’s c...
Bank of America Tulsa, OK
The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s business. The primary focus ofthe TFA Business Management role is to ensure the FA team has a definedbusiness plan along with team roles and responsibilities and to track to thegoals in the plan. The TFA Business Manager will...
Bank of America Oklahoma City, OK
The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s business. The primary focus ofthe TFA Planner role is to deliver a full range of goals-based planning &financial solutions to their FA Team’s clients. The TFA Planner will own and manage theplanning components of the team’s c...
Bank of America Oklahoma City, OK
The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s business. The primary focus ofthe TFA Business Management role is to ensure the FA team has a definedbusiness plan along with team roles and responsibilities and to track to thegoals in the plan. The TFA Business Manager will...
Bank of America Oklahoma City, OK
ThePractice Management Development (PMD) Associate role is a 43 month developmentprogram for professionals who wish to build a wealth management business andbecome a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoingcommitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the mos...
Bank of America Tulsa, OK
ThePractice Management Development (PMD) Associate role is a 43 month developmentprogram for professionals who wish to build a wealth management business andbecome a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoingcommitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the mos...
Bank of America Tulsa, OK
The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s practice. The primary focus ofthe TFA Business Development role is to define the team’s client acquisitionplan, execute on the plan through client acquisition activities, and tracktowards the FA Team’s client acquisition goal...
CONSUMER & COMMUNITY BANKING Edmond, OK
Job Description Financial Advisor Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgag...
JPMorgan Chase & Co. Edmond, OK, 73034
Financial Advisor Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and onl...
Phillips 66 BARTLESVILLE, OK
Description Company Overview: Built on more than 130 years of experience, Phillips 66 is a growing energy manufacturing and logistics company with high-performing Midstream, Chemicals, Refining, and Marketing and Specialties businesses. This integrated portfolio enables Phillips 66 to capture opportunities in the changing energy landscape. Headquartered in Houston, the company has 13,500 employe...

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Finance Career Tools

Financial Planner

Salaries

$29,120.00 - $165,200.00
Typical Salary for Financial Planner in Oklahoma
(257 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
59.7%
Master's
16.9%
Some College Coursework Completed
6%
Professional
6%
Doctorate
5.5%
High School
2%
Vocational
2%
(201 Respondents)
Source: Monster.com Careerbenchmarking Tool

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