24 client advisor jobs at 16 companies in Sand Springs, OK
2mo
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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.
2mo
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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.
2mo
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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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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
2mo
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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
1w
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Financial Advisor
Tulsa, Oklahoma, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
Northwestern Mutual proprietary planning software
14h
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Trust Advisor
Oklahoma City or Tulsa
HybridFull Time
7+ YOEBachelor’s degree in business, finance, law, or related field; 7+ years in trust administration, estate planning, or fiduciary services; knowledge of fiduciary law, trust taxation, and client relationship management.
1mo
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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
4w
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Beauty Advisor - Part Time
Tulsa, Oklahoma, United States
$18-$21/hr OnsitePart Time
Provide excellent client service with product knowledge, personalized consultations, and ability to lift up to 50 lbs; prior retail or client-focused experience preferred.
1w
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Associate Financial Advisor
Bartlesville, Oklahoma, United States
$62k-$67k/yr OnsiteFull Time
3+ YOERequires a bachelor's degree or equivalent experience, sales or client relationship experience, strong communication, and willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
3w
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Beauty Advisor - Part Time
Tulsa, Oklahoma, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
5d
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Financial Advisor Associate
Tulsa, Oklahoma, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, problem-solving, organizational, and client-listening skills; background check required.
Financial Planning Specialist (FPS)
2mo
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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
3mo
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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.
3w
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Part-Time Beauty Advisor - Sephora
Owasso, Oklahoma, United States
$13/hr OnsitePart Time
Authentic passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50+ lbs, basic computer and scanner use.
handheld scanners
1mo
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Financial Solutions Advisor - Utica Financial Center
Tulsa, Oklahoma, United States
OnsiteFull Time
1+ YOEHolds Series 7 and 66 (or 63/65),1+ year investments and financial services experience, SAFE Act registration for mortgage originations, strong client relationship and regulatory compliance skills.
2w
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Commercial Lines Producer (Risk Advisor)
Tulsa, Oklahoma, United States
OnsiteFull Time
2+ YOEMaintain and grow commercial client relationships, sell and renew commercial insurance, hold valid property and casualty license, CE participation, strong communication and technology skills.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, AgencyZoom, Calendly, Zoom, Teams
2mo
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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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