38 client advisor jobs at 12 companies in Chickasha, OK
1w
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Client Advisor
Norman, Oklahoma, United States
$60k/yr OnsiteFull Time
Provides full buying-journey support; excellent verbal and phone skills; strong computer proficiency; valid driver’s license; must pass drug test and background check; bachelor’s degree preferred.
1w
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Client Advisor
Norman, Oklahoma, United States
$60k/yr OnsiteFull Time
Bachelor's preferred; strong verbal and phone skills, computer proficiency, valid driver’s license, pass drug test and background check, extroverted and goal-driven with strong time-management.
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
9h
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Client Advisor / Product Specialist
Oklahoma City, Oklahoma, United States
$22/hr OnsiteFull Time
Strong communication, professional demeanor, dependability, technology comfort, adaptability, and customer focus required. Sales or customer service experience preferred but not required; paid training provided.
Toyota product certification
1mo
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Work From Home - Client Benefits Advisor
Lawton, Oklahoma, United States
RemoteFull Time
Work with inbound-interested clients to guide, educate, and help them move forward; competitive, self-starting, coachable candidates preferred; interviews via Zoom.
Zoom
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.
2d
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Wealth Management Client Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time
1+ YOEProvide client service support for Financial Advisors, ensure timely and accurate client materials, promote banking offerings, and follow policies to manage risk.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Wealth Management Client Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Provide client service support to Financial Advisors; familiarity with investment products; pursuing or holding SIE/Series 7/66 (63/65 accepted); strong communication, detail orientation, and Microsoft/Salesforce skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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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.
1w
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Associate Financial Advisor
Oklahoma City, Oklahoma, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series 7 and 66 (or Series 6 and 63) preferred, active state life & health insurance license required/obtainable within 30 days, 1+ years client-facing experience, high coachability and communication skills.
2w
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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
3w
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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.
1w
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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
4d
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Senior Private Wealth Strategist
Oklahoma City, Oklahoma, United States
OnsiteFull Time
6+ YOEAdminister private wealth accounts, maintain client relationships, collaborate with advisors and portfolio managers, ensure compliance; BS/BA or 6+ years wealth management experience; Microsoft Word/Excel/Outlook skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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