1mo
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Commercial Insurance Client Advisor
Oklahoma City, Oklahoma, United States
OnsiteFull Time
5+ YOE5+ years client-facing/business development experience required, commercial insurance experience required, property and casualty license required, strong sales/consultative skills, CRM and analytics proficiency, comfortable with on-site presence.
CRM
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, OK
Oklahoma City, Oklahoma, United States
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; proven client acquisition and relationship management; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance license required (or must be obtained within 60 days); CFP and Bachelor's preferred.
1mo
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Wealth Advisor
Edmond, Oklahoma, United States
HybridFull Time
Experienced financial advisor capable of building and managing client relationships, delivering comprehensive financial planning, developing practice and referral networks, and leveraging CRM and planning technology.
CRM systems, CRM Technology, Planning Technology
2w
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Financial Advisor
Oklahoma City, Oklahoma, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; legal authorization to work in the US without sponsorship; entrepreneurial and client-facing experience preferred.
2w
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Wealth Advisor
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Stride Bank: Provides commercial banking and fintech payment infrastructure.
5+ YOEBachelor's degree required, 5+ years client-facing financial services experience, knowledge of wealth management, estate/gift tax, trust structures, investment management, strong communication and networking skills.
1d
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Part-Time Beauty Advisor - Sephora
Yukon, Oklahoma, United States
$13/hr OnsitePart Time
Authentic passion for beauty, client-facing retail/service experience, excellent written and verbal communication, flexible availability for days/nights/weekends/holidays.
handheld scanner
1mo
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Business Advisor Part Time Shawnee, OK
Shawnee or Durant or United States
FieldPart Time
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
1w
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Credit Solutions Advisor - N. Classen
Oklahoma City, Oklahoma, United States
OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent experience, SAFE Act registration, high school diploma/GED, strong communication, client advisory, credit analysis, and technology skills; flexible for weekends/extended hours.
MS applications
3mo
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Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
Victoria, Kansas, United States
HybridFull Time
Bachelor's degree in finance or accounting; experience in financial consulting; strong analytical, communication, and client-relations skills; licenses/certifications in financial planning a plus.
1w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Yukon, Oklahoma, United States
$13/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, ability to complete training and use handheld scanners.
handheld scanners
1mo
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Outside Sales Consultant / Business Performance Advisor
Oklahoma City, Oklahoma, United States
FieldFull Time
Consultative B2B salesperson able to build relationships with business owners and C-suite, develop network, meet sales goals, complete client contract paperwork, and facilitate new client onboarding.
15h
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Branch Office Administrator - Norman, OK
Norman, Oklahoma, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, strong computer literacy, attention to detail, analytical and conversational skills.
MoneyGuide, Salesforce, Microsoft Office
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