- Acts in the best interest of the client and delivers outstanding service.
- Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
- Maintains product knowledge and stays current of market activity and news affecting the markets.
- Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
- Performs other duties and responsibilities as assigned.
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
- Ability to read, analyze and interpret financial reports and/or legal documents.
- Ability to write simple-to-business correspondence and routine reports.
- Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
- Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.
- HS Diploma/GED and
- One year experience as a financial advisor.
- MS Office programs
- Series 7 and 63 license
- Ability to handle a high-stress environment.
- Must display professional conduct and appearance.
- Maintain client privacy and keep highly sensitive data confidential.
- Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.
- Must have excellent oral and written communication skills.
-
Senior Wealth Advisor, Norman, OK
6 days ago
Savvy Wealth Norman, United StatesAbout the job Senior Wealth Advisor, Norman, OK · The Opportunity · Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines ...
-
Senior Wealth Advisor, Oklahoma City, OK
6 days ago
Savvy Wealth Oklahoma City, United StatesAbout the job Senior Wealth Advisor, Oklahoma City, OK · The Opportunity · Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that strea ...
-
Managing Advisor
6 days ago
FORVIS Edmond, United States& Requirements · FORVIS Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of FORVIS, is seeking to add an experienced wealth management professional to its FORVIS Private Client team in our Oklahoma City / Tulsa, OK, practice. We focus on ...
-
Merrill Financial Solutions Advisor
6 days ago
The Bank of America Corporation Edmond, United StatesAt Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth manag Solutions Advisor, Solutions, ...
-
Private Wealth Banker
6 days ago
BOK Financial Edmond, United StatesReq ID:74502 · Location: Oklahoma City -OKC · Areas of Interest: Private Banking · Pay Transparency Salary Range: Not Available · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with ...
-
Senior Financial Advisor
6 days ago
Farther LLC Oklahoma City, United StatesJob Description · Job Description · Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. · Farther's founders are leaders and innovators from the priv ...
-
Wealth Management Consultant
6 days ago
AmeriLife Oklahoma City, United StatesWealth Management Consultant page is loaded · Wealth Management Consultant · Apply · locations · Remote, TX · time type · Full time · posted on · Posted 12 Days Ago · job requisition id · R2786 · Why Saybrus? · We strive to help employees lead fulfilling professional l ...
-
Venturi Private Wealth
6 days ago
HIFON Group Oklahoma City, United StatesVenturi Private Wealth (Austin, TX) Seeking Director of Operations · Venturi Private Wealth, based in Austin, is one of the fastest growing wealth management firms in one of the fastest growing cities in America. Join our vibrant Austin office and help deliver the type of client ...
-
Branch Manager
6 days ago
UBS Oklahoma City, United States**Branch Manager** · United States - Massachusetts · Business management, administration and support · Global Wealth Management · Job Reference # · 242055BR · City · Hyannis · Job Type · Full Time · Your role · Were looking for a branch manager to: · serve as financial advisor to ...
-
Private Client Relationship Manager
4 days ago
CFA Institute Oklahoma City, United StatesYou will need to login · before you can apply for a job. · Private Client Relationship Manager (Worcester, MA) · Description · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changin ...
-
Wealth Management Associate
4 days ago
Equitable Services Oklahoma City, United StatesWealth Management Associate - OK, Oklahoma City & Tulsa MF ) · Primary Location : UNITED STATES-OK-Oklahoma City · Organization : Equitable Advisors · Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven ...
-
Senior Financial Advisor
2 days ago
Farther LLC Oklahoma City, United StatesFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. · Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditio ...
-
Chief Investment Officer/Senior Advisor
6 days ago
The Judson Group Oklahoma, United StatesJudson Group has been retained by a prominent financial advisory firm in the search for a · Chief Investment Officer/Senior Advisor . The CIO/Senior Advisor will primarily be responsible for planning and directing all aspects of the firms' investment programs. The CIO/Senior Adv ...
-
Senior Financial Planner
6 days ago
Insight Financial Strategists LLC Oklahoma City, United StatesWe are a fee-only boutique wealth management firm in Newton, MA, deeply rooted in fiduciary principles. Our mission is to guide clients with clarity, foresight, and precision on their financial journeys. · We are dedicated to providing clients with personalized strategies to help ...
-
Senior Wealth Manager, Norman, OK
6 days ago
Savvy Wealth Norman, United StatesAbout the job Senior Wealth Manager, Norman, OK · The Opportunity · Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines ...
-
Director of Revenue Operations
6 days ago
Kestra PWS Oklahoma City, United StatesEncino Building #2, Austin, Texas, United States of America · Job Description · Posted Thursday, January 18, 2024 at 6:00 AM · ABOUT US: · Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra foste ...
-
Avature Oklahoma City, United StatesVice President, Client Relationship Manager, RIA/Family Office (Texas) · Location: · Remote · Line of Business: · Investor Relations · Job Function: · Investor Relations · Date: · Tuesday, April 16, 2024 · Position Summary · Position Summary · The Client Relationship Manager (CR ...
-
Private Wealth Banker
2 days ago
BOK Financial Oklahoma City, United StatesReq ID: 74502 · Location: Oklahoma City -OKC · Areas of Interest: Private Banking · Pay Transparency Salary Range: Not Available · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company ...
-
PricewaterhouseCoopers International Oklahoma City, United StatesWe believe that challenges are better solved together. That's why you'll join a diverse, global community of solvers - an unexpected mix of people that come together to build trust in society and solve important problems. With us, you are encouraged to lead with your heart and va ...
-
International Executive Service Corps Oklahoma City, United StatesTrust Compliance Officer Regulatory Specialist · Location · First Hawaiian Center · Department · Trust Compliance Department · Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's – Caring, Character and Collaboration – ensu ...
Wealth Advisor - Edmond, United States - Simmons Bank
Description
It's fun to work in a company where people truly BELIEVE in what they're doingWe're committed to bringing passion and customer focus to the business.
The Wealth Advisor analyzes and interprets clients' investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerancesThe advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.
Essential Duties and Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills