Financial Advisor Jobs in Tulsa, Oklahoma

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48 Tulsa, OK Financial Advisor jobs found on Monster.

Jobs 1 to 20 of 48
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...
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 ...
Willis Consulting, Inc. Tulsa, OK
FINANCIAL ADVISOR –REGIONAL VICE PRESIDENT- BUSINESS DEVELOPMENT Wanted - Accomplished Retail Financial Services Professional with a need to make a significant six figure income. This challenging position offers the opportunity to work directly for one of the highest regarded Money Managers on the planet! You: Aggressive –Tenacious-Highly Motivated – Entrepreneurial Spirit Seasoned Financial S...
Bank of America Tulsa, OK
The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the...
Bank of America Tulsa, 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
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 Tulsa, 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 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 the planning components of the team...
Bank of America Tulsa, 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 ofthe 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...
The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the...
Our client is a growing, well established regional bank that is looking to hire a Wealth Advisor on their Private Client team. This individual will play a critical role in the client’s strategic wealth planning and assisting them to achieve their wealth goals. Responsibilities will include: · Identifying and developing new opportunities to deliver advice and solutions to existing and new Wealth ...
For problem-solvers and the analytically inclined: Help a world-leader in technology invest strategically, allocate wisely and drive shareholder value. Formulate groundbreaking processes, provide in-depth analysis and expertly manage Verizons assets. Responsibilities 1. Establish and implement pricing policy with overall responsibility for Verizon's Affiliate Vendor Finance (AVF) unit of Treasur...
The Financial Analyst II applies advanced knowledge of principles, theories, concepts and industry practices to research, collect and analyze financial and statistical data to provide management with definitive financial data and advice for their use in setting and realizing profit objectives. Responsible for Creating and Maintaining Financial Models for the analysis of potential mergers, acquisi...
For problem-solvers and the analytically inclined: Help a world-leader in technology invest strategically, allocate wisely and drive shareholder value. Formulate groundbreaking processes, provide in-depth analysis and expertly manage Verizons assets. Responsibilities 1. Establish and implement pricing policy with overall responsibility for Verizon's Affiliate Vendor Finance (AVF) unit of Treasur...
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...
Venture Capital Advisor Tulsa, OK
Apply Now ? Apply to this Job Attach your resume By providing us with your information, you agree to become a Bullhorn Reach User, and to our use and disclosure of your information as described by our Privacy Policy. Job Description ProRecruiters Job #112002 Venture Capital Advisor Job Summary: Tulsa organization is seeking a Venture Capital Advisor. The Venture Advisor (VA) will have an o...
Thrivent Financial for Lutherans Tulsa, OK
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...
JOB SUMMARY: What exciting career opportunities await you at CDC? The Centers for Disease Control and Prevention (CDC) is the agency Americans trust with their lives. As a global leader in public health, CDC is the nations premier health promotion, prevention, and preparedness agency. Whether we are protecting the American people from public health threats, researching emerging diseases, or mobil...
Job Summary: Primarily responsible for new business development of individuals for asset management services within Wealth Management. Secondarily responsible for sales of brokerage products to prospects & clients. Responsible for managing all their respective client relationships. Responsible for Financial Planning consultation with clients. Developing and networking with both internal and extern...

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