22 Associate Financial Advisor Jobs in Tulsa, OK
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Associate Financial Advisor
$94k-121k (estimate)
Full Time | Business Services
1 Week Ago
Mangrum Career Solutions is Hiring an Associate Financial Advisor Near Tulsa, OK
ASSOCIATE FINANCIAL ADVISOR ASSOCIATE FINANCIAL ADVISOR COMPANY PROFILE: We are selecting candidates for a recognized industry leader., If selected, you’ll be advancing your career with an organization that values employees and actively invests in their success., In this team environment, employees thrive in a culture that values people, serves people and emphasizes quality.
ASSOCIATE FINANCIAL ADVISOR BENEFITS: Competitive salary commensurate with experience.
Comprehensive benefits include:
The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals. Our leadership team will guide you as you hone your skills and build a base of clients whom you serve. As an Associate Financial Advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. You will manage client relationships through gathering and analyzing client data, helping to prepare financial plans, and advising clients on their financial planning and investment decisions. You will also consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Expectations are to both strengthen relationships and increase business with existing clients as well as to develop new client relationships.
ASSOCIATE FINANCIAL ADVISOR DETAILS:
ASSOCIATE FINANCIAL ADVISOR Tulsa, OK
ASSOCIATE FINANCIAL ADVISOR BENEFITS: Competitive salary commensurate with experience.
Comprehensive benefits include:
- Health,
- Dental,
- 401K
The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals. Our leadership team will guide you as you hone your skills and build a base of clients whom you serve. As an Associate Financial Advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. You will manage client relationships through gathering and analyzing client data, helping to prepare financial plans, and advising clients on their financial planning and investment decisions. You will also consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Expectations are to both strengthen relationships and increase business with existing clients as well as to develop new client relationships.
ASSOCIATE FINANCIAL ADVISOR DETAILS:
- Knowledge of, or a strong desire and capacity to learn about, financial planning, retirement planning, investments, and financial advisory services
- Excellent interpersonal skills and the ability to build advisory relationships with clients
- Strong communication and presentation skills
- Ability to work in a team environment and collaborate with financial advisors and other professionals
- Ability to analyze complex financial information and provide recommendations to clients
- Minimum of 5 to 7 years of professional work experience, preferably in the Tulsa, OK area
- Bachelor’s degree in finance, business, or related field preferred
- Experience working in the financial industry preferred
- Currently hold or be able to study for and pass exams within 6 months for federal and state licenses and registrations for securities, including Series 7, Series 66 and State life, accident, and health insurance licenses.
- This job is full time onsite in our Tulsa, OK office with friendly co-workers
ASSOCIATE FINANCIAL ADVISOR Tulsa, OK
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$94k-121k (estimate)
POST DATE
06/20/2024
EXPIRATION DATE
09/05/2024
WEBSITE
mangrumcareersolutions.com
HEADQUARTERS
Amelia, OH
SIZE
<25
INDUSTRY
Business Services
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The job skills required for Associate Financial Advisor include Planning, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Advisor. Select any job title you are interested in and start to search job requirements.
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