What are the responsibilities and job description for the Associate Financial Planner position at Villines Wealth Management?
We have an opening for an Associate Financial Planner at Villines Wealth Management, a fun and growing Independent Financial Services firm in Tulsa, OK, where we focus on serving clients with holistic financial services, including Financial Planning, Tax Planning, and Tax-Intelligent Investment Management. Primary responsibilities include delivering exceptional client experiences by building and maintaining financial plans for Firm clients in eMoney, assisting with investment research and portfolio due diligence, meeting and interacting with clients, and other various projects to serve the Firm’s clients. There is potential in the future for the right candidate to grow their own book of business, but our immediate need is to support existing Firm clients.
Bachelor’s degree or equivalent from a four-year college or university required, preferably in Finance or Accounting. The ideal candidate will have at least 1 year experience in a Financial Services Firm, and successfully completed the SIE, Series 7, Series 66 (or 63 and 65), and Life/Health Insurance License. Candidates who are aggressively pursuing completion of those exams in a reasonably short period of time may also be considered. CFP or CPA designations will also be a plus in consideration for the position but are not required.
The ideal candidate will be flexible, with strong communication, grammar, and computer skills required, as well as great attention to detail. An outgoing personality is a must, so the shy need not apply. Proficiency in eMoney financial planning software will be VERY beneficial and will set candidates apart from other applicants. Proficiency in Microsoft Excel is a must, as well as the suite of other MS Office apps. Familiarity with Morningstar Advisor Workstation and Redtail CRM is helpful but not required.
We emphasize healthy family/work life balance with a very relaxed atmosphere and great office hours (typical office hours are Monday – Thursday 9 – 5, and Friday 9 – 1, with the understanding that from time to time flexibility may be required). We offer competitive pay commensurate with experience and performance, health insurance, dental insurance, a 401(K) plan with generous employer-matching contributions, the potential for performance-based bonus-pay, support for ongoing continuing education, support for further certifications/licensing, paid holidays, and paid sick and vacation days. Our office is located just off I-44 in Midtown Tulsa, with a beautiful view over the Midtown and Downtown Tulsa skylines.
Qualified and interested candidates should send resume and cover letter to expand on applicable experience and compensation expectations.
Job Type: Full-time
Pay: From $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
Compensation Package:
- Bonus opportunities
- Yearly bonus
Schedule:
- Monday to Friday
Ability to Commute:
- Tulsa, OK 74135 (Preferred)
Ability to Relocate:
- Tulsa, OK 74135: Relocate before starting work (Required)
Work Location: In person
Salary : $55,000