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46 client advisor jobs at 19 companies in Oklahoma

1mo
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Client Advisor
Tulsa, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Nelson Auto Group
Nelson Auto Group: Automotive dealership group selling new and pre-owned vehicles.
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.
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Client Advisor
Broken Arrow, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Nelson Auto Group
Nelson Auto Group: Automotive dealership group offering new and used vehicle sales.
Provide a pressure-free car buying experience; strong verbal/phone skills, high energy, organized, proficient with computers; must pass drug test and background check and have a valid driver’s license.
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Client Advisor
Tulsa, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Nelson Auto Group
Nelson Auto Group: Retailer of new and used automobiles and automotive services.
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.
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2w
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Client Advisor
Wagoner, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Nelson Automotive Group
Nelson Automotive Group: Automotive dealership group selling new and used vehicles.
Provide exceptional guest service, strong phone and communication skills, computer proficiency, valid driver’s license, background check and drug screen required; bachelor’s degree preferred.
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 Commercial Insurance Client Advisor
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
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
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3w
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Work From Home - Client Benefits Advisor
Lawton, Oklahoma, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Work with inbound-interested clients to guide, educate, and help them move forward; competitive, self-starting, coachable candidates preferred; interviews via Zoom.
Zoom
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J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, OK
Oklahoma City, Oklahoma, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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4w
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Wealth Management Client Associate
Tulsa, Oklahoma, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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Wealth Advisor
Norman, Oklahoma, United States
HybridFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
Experienced financial advisors with strong client relationship, comprehensive financial planning, retirement/wealth/protection/estate planning, practice development, and proficiency with CRM and planning technology.
CRM systems, CRM Technology, Planning Technology
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Client Service Associate - Non-Registered
Tulsa, Oklahoma, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEAdministrative support for opening client accounts; assist Financial Advisors; strong organizational and customer service skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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2w
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Financial Advisor
Oklahoma City, Oklahoma, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
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.
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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.
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2w
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Financial Advisor
Tulsa, Oklahoma, United States
OnsiteFull Time
Relation Insurance
Relation Insurance: Provides insurance brokerage and risk management services.
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
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1mo
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Strategic Insights Advisor
Alabama or Arkansas or Arizona or Connecticut or Florida or Georgia or Iowa or Illinois or Idaho or Indiana or Kansas or Kentucky or Maryland or Minnesota or Missouri or Mississippi or Nevada or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
$95k-$105k/yr RemoteFull Time
Walmart
WalmartNYSE: WMT: Operates a global chain of hypermarkets, discount department stores, and grocery stores.
5+ YOE5+ years in CPG/retail analytics or related fields; experience with syndicated/retailer data; advanced PowerPoint and Excel; strong analytical, storytelling, and client communication skills.
Circana (IRI), NielsenIQ, Retail Link, Luminate, Stackline, 84.51°, Microsoft PowerPoint, Microsoft Excel, Microsoft Power BI, Tableau, SQL, Microsoft Power Query
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1mo
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Financial Advisor - Wealth Management
Tulsa or Alpharetta
OnsiteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
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
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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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Member Advisor / Leadership Development Program
Tulsa, Oklahoma, United States
$13-$15/hr OnsiteFull Time, Part Time
Studio HR
Studio HR: Operates and manages boutique fitness and assisted stretching studios.
Customer-focused sales and service role with ability to train, lead, and engage clients. Flexible schedule including weekends; strong interpersonal skills.
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2w
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Part-Time Beauty Advisor - Sephora
Lawton, Oklahoma, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail or service experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift 50 lbs, basic math and computer skills.
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1mo
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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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1w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Yukon, Oklahoma, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
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
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