20 Personal Financial Advisor Jobs in Oklahoma, OK
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Equitable Advisors is Hiring a Personal Financial Advisor Near Oklahoma, OK
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5 years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Job Summary
Full Time
Insurance
$59k-72k (estimate)
06/12/2024
06/29/2024
equitable.com
BISMARCK, ND
7,500 - 15,000
1939
Investment Company
BOB JOHNSON
$10B - $50B
Insurance
Related Companies
About Equitable Advisors
NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.
The following is the career advancement route for Personal Financial Advisor positions, which can be used as a reference in future career path planning. As a Personal Financial Advisor, it can be promoted into senior positions as a Patient Referral Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Financial Advisor. You can explore the career advancement for a Personal Financial Advisor below and select your interested title to get hiring information.
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