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17 client advisor jobs at 13 companies in Tulsa, OK

1mo
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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 selling new and pre-owned vehicles.
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.
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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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2w
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Client Advisor
Wagoner, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Nelson Auto Group
Nelson Auto Group: Automotive dealership group selling new and pre-owned vehicles.
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.
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1mo
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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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1mo
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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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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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1mo
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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
Tulsa, 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; strong communication, time management, and entrepreneurial drive; legal US work authorization required.
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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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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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1mo
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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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21h
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Part-Time Beauty Advisor - Sephora
Owasso, Oklahoma, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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
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1mo
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Financial Solutions Advisor Registration Candidate - Tulsa Market
Tulsa, Oklahoma, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
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3mo
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Burned Out from the 9-5? There's Another Way - Remote Role
Broken Arrow, Oklahoma, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote consulting role focused on virtual client engagement, needs assessment, and relationship management. No cold calling; weekly pay; training provided.
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3mo
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Seeking Professionals for a New Approach to an Old Industry
Broken Arrow, Oklahoma, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Virtual consultations, client needs assessment, relationship management, administrative tasks; no cold calling; weekly pay; training.
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1mo
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Branch Office Administrator - Bristow, OK
Bristow, Oklahoma, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
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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