Financial Advisor Jobs in Oklahoma

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85 Oklahoma Financial Advisor jobs found on Monster.

Jobs 1 to 20 of 85
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 ...
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 ...
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...
FINANCIAL ADVISOR SUPPORT One of Tulsa largest Wealth Management company's is looking for a key player to support their portfolio managers. Great opportunity to work with high caliber financial professionals and their long term clients. This is a very stable company with little to no turnover. Must have prior experience supporting financial advisors and have a good understanding of equity and fi...
The Associate Financial Advisor (AFA) participates in the Wells Fargo Advisors financial advisor training program on a full-time basis and will be partnered with a Senior Financial Advisor. Qualified candidates will enter a comprehensive development and apprenticeship period offering a structured and supportive program designed to reward individual and team contribution while meeting personal, pro...
Bank of America Corporation Tulsa, OK, 74120
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 Corporation Oklahoma City, OK, 73113
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 Corporation Tulsa, OK, 74120
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...
CUNA Mutual Group Tulsa, OK, 74120
Work Location: Tulsa, Oklahoma, United States We are seeking an uncommon professional to join our team as a Financial Advisor . Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/par...
Bank of America Corporation Oklahoma City, OK, 73113
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...
Bank of America Corporation Oklahoma City, OK, 73113
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 Corporation Oklahoma City, OK, 73113
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...
JP Morgan OK
140094417 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 %242.3 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 of...
CONSUMER & COMMUNITY BANKING Jenks, 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...
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...
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...
Jones Financial Duncan, OK
This position requires that you possess the following skills: Client Service Communication Initiative Organization Continuous Learning Each global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe. Here's a more detailed look at your day: Client Service: Putting client needs fir...
Raymond James Financial Inc Oklahoma City, OK
Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited dec...
UMB Financial Corporation Oklahoma City, OK
Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused! We have plenty of tradition too – actually over 100 years of it! We're proud of our history, ...

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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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