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3 client advisor jobs at 2 companies in Ardmore, OK

2mo
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Business Advisor Muskogee, Ok
Muskogee or Durant
FieldFull Time
Southeastern Oklahoma State University
Southeastern Oklahoma State University: Public university offering undergraduate and graduate degree programs.
3+ YOEBachelor's in Business (required), 3 years small business ownership/management, knowledge of accounting/financial analysis, proficiency with Microsoft Office and Center IC, valid driver’s license, ability to lift 40 lbs, client counseling and training experience.
Center IC, Microsoft Office Suite, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, QuickBooks
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2mo
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Business Advisor Part Time Shawnee, OK
Shawnee or Durant or United States
FieldPart Time
Southeastern Oklahoma State University
Southeastern Oklahoma State University: Public university providing undergraduate and graduate degree programs.
3+ YOEProvide small business counseling and training, develop client portfolios, perform financial analysis and business planning, build lender networks,Bachelor’s in Business, 3 years ownership/management experience, valid driver’s license, lift 40 lbs, Microsoft Office proficiency.
Center IC, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1mo
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Wealth Management & Trust Associate
Gainesville or Sherman
OnsiteFull Time
First State Bank
First State Bank: Texas community bank providing personal, business, and mortgage services.
Client service experience, strong interpersonal and written communication, proficiency with Microsoft Office (Excel, Word, Outlook), ability to learn systems, maintain documentation, assist advisors, and work professionally in-office Monday–Friday.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM/Database, financial systems
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