What are the responsibilities and job description for the Financial Planner position at Capital Advisors?
We endeavor to make a positive difference in people’s lives by helping them achieve meaningful lifetime goals through investment management. We inspire peace of mind through a transparent and repeatable investment process and frequent communication. Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions. Our company is an employee-owned SEC Registered Investment Advisor with over $6 Billion in assets under management.
Transparency | Collaboration | Integrity | Commitment | Initiative | Innovation
Position and Company Highlights: Financial Planner, CFP ®
Schedule 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday
Location: This is an in-person position that is client-facing, located in Tulsa at 2222 S Utica Place.
Benefits: Annual bonus program, flexible and immediate PTO, 90% employer paid medical insurance, dental and vision, 401k/Roth 100% match with full vestment available first day, ESOP available first day, employer paid life insurance, educational reimbursement program, charitable match program
Purpose Of Position Of Financial Planner
Primary responsibility is to be an expert in the field of financial planning for clients and Wealth Advisors. This role involves a thorough analysis of clients' financial status, understanding their objectives, and devising tailored financial plans.
Principal Accountabilities Of Financial Planner
Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers. Position must be willing to collaborate and always work with the highest level of integrity and transparency.
Every member of the Capital Advisors team is expected to build and maintain an exemplary professional reputation. Our culture encourages active commitment to family, community, and personal health, and we reinforce this expectation through employment policies that enable balance among all these priorities.
Transparency | Collaboration | Integrity | Commitment | Initiative | Innovation
Position and Company Highlights: Financial Planner, CFP ®
Schedule 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday
Location: This is an in-person position that is client-facing, located in Tulsa at 2222 S Utica Place.
Benefits: Annual bonus program, flexible and immediate PTO, 90% employer paid medical insurance, dental and vision, 401k/Roth 100% match with full vestment available first day, ESOP available first day, employer paid life insurance, educational reimbursement program, charitable match program
Purpose Of Position Of Financial Planner
Primary responsibility is to be an expert in the field of financial planning for clients and Wealth Advisors. This role involves a thorough analysis of clients' financial status, understanding their objectives, and devising tailored financial plans.
Principal Accountabilities Of Financial Planner
- Builds relationships and instills confidence with Wealth Advisors
- Drives the financial planning process from client discovery meeting through plan presentation
- This role will interact with clients daily to gather and analyze information, develop and implement recommendations, and monitor the financial plans of clients.
- Serves as the “go to” for planning needs for decided markets
- Acts with the highest level of professionalism
- Adheres to the Service Level Agreement with regards to timeliness of response/delivery of plans
- Works with the Director of Financial Planning, executive committee, and compliance in accordance with policies, goals, and objectives of the firm pertaining to Financial Planning
- Maintain a standard of personal conduct professionally and socially to promote a personal reputation of integrity and technical competence.
- Bachelor's Degree - Minimum
- Certified Financial Planner designation - Preferred (CFP ® )
- FINRA license - Preferred (Series 65)
Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers. Position must be willing to collaborate and always work with the highest level of integrity and transparency.
Every member of the Capital Advisors team is expected to build and maintain an exemplary professional reputation. Our culture encourages active commitment to family, community, and personal health, and we reinforce this expectation through employment policies that enable balance among all these priorities.
