1mo
Save
Mark Applied
Hide
Client Advisor
Tulsa, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Provide a pressure-free sales experience, strong verbal phone skills, highly organized, comfortable driving/demoing vehicles, pass drug/background check, and possess a valid driver’s license; bachelor’s degree preferred.
1mo
Save
Mark Applied
Hide
Client Advisor
Tulsa, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Provide exceptional guest service throughout the car-buying journey; strong verbal/phone skills, computer proficiency, valid driver’s license, pass drug/background screens; bachelor’s degree preferred.
4w
Save
Mark Applied
Hide
Wealth Management Client Associate
Tulsa, Oklahoma, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma/GED required; enthusiastic self-starter with client-centric mindset; ability to learn technology platforms; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Service Associate - Non-Registered
Tulsa, Oklahoma, United States
OnsiteFull Time
2+ YOEAdministrative support for opening client accounts; assist Financial Advisors; strong organizational and customer service skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2w
Save
Mark Applied
Hide
Financial Advisor
Tulsa, 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; strong communication, time management, and entrepreneurial drive; legal US work authorization required.
2w
Save
Mark Applied
Hide
Financial Advisor
Tulsa, Oklahoma, United States
OnsiteFull Time
5+ YOE5+ years wealth management/financial advisory experience, high school diploma required, proficiency with MoneyGuide and eMoney, strong interpersonal, analytical and regulatory knowledge, ability to grow and manage high-net-worth client relationships.
MoneyGuide, eMoney, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1mo
Save
Mark Applied
Hide
Financial Advisor - Wealth Management
Tulsa or Alpharetta
OnsiteFull Time
Bachelor's degree in finance or business required. Active Series 65/66 or professional designation (CFP, CFA, ChFC, CIC). Strong financial planning and investment knowledge, excellent client communication, and familiarity with CRM and financial planning systems.
CRM
2mo
Save
Mark Applied
Hide
Member Advisor / Leadership Development Program
Tulsa, Oklahoma, United States
$13-$15/hr OnsiteFull Time, Part Time
Customer-focused sales and service role with ability to train, lead, and engage clients. Flexible schedule including weekends; strong interpersonal skills.
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Financial Advisor Associate (TRAINING & LICENSING PROVIDED)
Edmond, Oklahoma, United States
$60k-$120k/yr HybridFull Time
0+ YOENo prior financial-services experience required; training, licensing (life & health) and mentorship provided. Seeking coachable, relationship-oriented, self-motivated candidates able to build client relationships and grow a book of business.
CRM
1mo
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Tulsa Market
Tulsa, Oklahoma, United States
OnsiteFull Time
Ability to obtain SIE, Series 7 and Series 66 licenses within required timelines; aptitude for client relationship building, time management, and multitasking in a fast-paced financial services environment.
1mo
Save
Mark Applied
Hide
Branch Office Administrator - Bristow, OK
Bristow, Oklahoma, United States
OnsiteFull Time
Provide administrative and client support to financial advisors; strong client service, account management, attention to detail, adaptability, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office