Payments Strategy Advisor - Oklahoma City - Velera

WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP) for Oklahoma.The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fosterin ...

The Internal Financial Advisor & Portfolio Strategist serves as a key in-house resource for PlanGroup's most sophisticated clients, · Serve as the internal point of contact for top-tier clients, providing planning analysis, portfolio strategy, and investment insight. · Prepare an ...

Wealth management associate role at Equitable Advisors requires building client relationships and developing financial strategies. Role involves client engagement, financial strategy development and product consultation. · Client Engagement: Build and nurture client relationships ...

This job posting is anticipated to remain open for 30 days. A career as a financial advisor may be the right change for you if you are at a professional crossroads. · Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, buildin ...

Senior Lead Advisor opportunity with Oklahoma City-based wealth management firm serving UHNW clients and multi-generational families. · Lead and manage key client relationships for business owners, CEOs, and UHNW families with comprehensive wealth management solutions. · Present ...

+Job summary · We are seeking a Private Wealth Advisor to develop and expand client relationships while servicing internally referred bank clients. · +ResponsibilitiesYou will develop and expand client relationships while also servicing internally referred bank clients. · You wil ...

The Financial Advisor Development Program at Northwestern Mutual Oklahoma City provides recent graduates guidance, · mentorship, · a framework for building an integrated financial planning practice from the ground up. · ...

The client is a fast-growing cybersecurity services provider that partners with enterprise organizations to design and deliver modern security solutions. · Build and maintain strong relationships with enterprise customers as a senior security advisor · Lead strategic discussions ...

The Financial Advisor Development Program at Northwestern Mutual Oklahoma City provides recent graduates guidance, mentorship and a framework for building an integrated financial planning practice from the ground up. · ...

+Job summary · We are seeking an motivated, · relationship-driven Financial Advisor / Planner · to join our team. · This position is ideal for someone passionate about financial wellness, · long-term client support, · and professional growth.+QualificationsSolid Sales Mentality · ...

We are seeking a motivated, relationship-driven Financial Advisor / Planner to join our team.Build and manage a portfolio of clients through relationship-based planning · Conduct comprehensive financial assessments, · including retirement, · investment, · insurance, · and tax-adv ...

If you're an advisor who's tired of spending your best hours chasing leads, this is your lane. · Lead Discovery meetings and uncover goals, concerns, income needs, and risk comfort ...

WealthBridge Financial Group is seeking a dynamic leader to serve as Regional Vice President for Oklahoma. · The ideal candidate will have experience in financial services with passion for building high-performing teams, · fostering excellence and executing long-term strategies. ...

We ve built a local brand around retirement planning—and we back it with consistent inbound demand through media and live educational events. · Your job is to do what great advisors do best: · run a clean discovery process, build a plan clients understand, and implement with conf ...

We are seeking a motivated, relationship-driven Financial Advisor / Planner to join our team. · ...

We're seeking experienced Business Insurance Agents who are passionate about helping employers optimize their benefits offerings through Section 125 Cafeteria Plans. · ...

We are seeking a motivated Financial Advisor / Planner to join our team. · This position is ideal for someone passionate about financial wellness, · long-term client support, · and professional growth. ...

We are seeking a motivated, relationship-driven Financial Advisor / Planner to join our team.This position is ideal for someone passionate about financial wellness, long-term client support, and professional growth. · ...

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. · ...

We are seeking experienced Business Insurance Agents who are passionate about helping employers optimize their benefits offerings through Section 125 Cafeteria Plans. · ...

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. · ...