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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
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Client Advisor
Broken Arrow, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Provide a pressure-free car buying experience, strong phone and verbal communication, computer proficiency, valid driver’s license, pass drug test and background check; bachelor’s degree preferred.
1mo
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Client Advisor
Broken Arrow, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
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.
1mo
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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.
2w
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Client Advisor
Wagoner, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Outgoing, coachable sales professionals with strong communication and computer skills; must complete background check and drug screen and possess a valid driver’s license; four-year degree preferred.
4w
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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
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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
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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
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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
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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
1mo
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Business Advisor Muskogee, Ok
Muskogee or Durant
FieldFull Time
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
2mo
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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
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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.
3mo
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Burned Out from the 9-5? There's Another Way - Remote Role
Broken Arrow, Oklahoma, United States
RemoteFull Time
Remote consulting role focused on virtual client engagement, needs assessment, and relationship management. No cold calling; weekly pay; training provided.
3mo
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Seeking Professionals for a New Approach to an Old Industry
Broken Arrow, Oklahoma, United States
RemoteFull Time
Virtual consultations, client needs assessment, relationship management, administrative tasks; no cold calling; weekly pay; training.
1mo
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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
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