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.
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
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.
4w
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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.
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
3w
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Financial Advisor
Tulsa, Oklahoma, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), entrepreneurial client-building skills, strong communication and time-management, legal US work authorization required.
3w
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Financial Advisor
Tulsa, Oklahoma, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6/7/63), entrepreneurial drive, strong communication and time-management, and legal US work authorization.
3w
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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
1w
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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.
2mo
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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
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.
1w
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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
2w
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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.
1w
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Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center
Tulsa, Oklahoma, United States
OnsiteFull Time
Trainee program to obtain SIE, Series 7 and Series 66 licensure; SAFE Act registration required for mortgage origination; sales aptitude, client relationship skills, regulatory diligence, and strong computer/communication skills. Bachelor's or 1-2 years in financial services preferred.
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.
2w
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Financial Solutions Advisor Registration Candidate - Tulsa Market
Tulsa, Oklahoma, United States
OnsiteFull Time
1+ YOEMust obtain SIE within 30 days and Series 7 and 66 within 120 days, aptitude for licensing, time management, client relationship and sales experience, high school diploma/GED required.
14h
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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
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