11 client advisor jobs at 7 companies in Tahlequah, OK
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 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
Wagoner, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
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.
1mo
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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.
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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J.P. Morgan Wealth Management - Private Client Advisor - Fort Smith, AR
Fort Smith, Arkansas, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance license (or obtain within 60 days); CFP and bachelor’s degree preferred.
3w
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CLIENT SERVICE ASSOCIATE
Fayetteville, Arkansas, United States
OnsiteFull Time
Provide proactive support to financial advisors and clients; strong communication, confidentiality, organizational skills; Microsoft Office proficiency; office or customer service experience preferred.
Microsoft Office
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
5d
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Financial Solutions Advisor Consumer Investments - Northwest Arkansas Area
Springdale or Rogers or Bentonville or Fayetteville
OnsiteFull Time
1+ YOERequires Series 7 and 66 or equivalent 63 and 65 licenses, at least one year in investments and financial services or goal-based sales, high school diploma/GED, and strong client communication skills.
SAFE Act
6d
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Financial Solutions Advisor Consumer Investments - Northwest Arkansas Area
Springdale or Bentonville or Rogers or Fayetteville
OnsiteFull Time
1+ YOESeries 7 and 66, or equivalent Series 63 and 65, plus 1+ year each in investments and financial services or goal-based sales. Requires high school diploma, client advisory skills, and Monday-Friday plus rotating Saturday availability.
6d
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Financial Solutions Advisor Registration Candidate Consumer Investments - Northwest Arkansas Area
Springdale or Bentonville or Rogers or Fayetteville
OnsiteFull Time
1+ YOERequires a high school diploma or equivalent, financial services or sales experience preferred, client relationship skills, communication, multitasking, time management, and ability to obtain industry licenses.
5d
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Financial Solutions Advisor Registration Candidate Consumer Investments - Northwest Arkansas Area
Rogers or Bentonville or Fayetteville or Springdale
OnsiteFull Time
1+ YOEHigh school diploma/GED required; bachelor's degree or 1+ year financial services or sales experience preferred. Requires client relationship, sales, communication, risk management, and license-training aptitude.