Client Advisor - Oklahoma City, OK

Nelson Auto Group is changing the way people buy cars at Nelson we believe our guests want and deserve a great efficient buying experience Our Client Advisors are the foundation of our guest experience by providing a seamless fun and simple buying process · ...

Responsible for prospectingand running Auris Payroll presentations both in personand over the phone to smalland mid-sized merchantsand businesses to ultimately close deals withina fast sales cycle.As a Payroll Client Advisor you will reportto a Payroll Division Managerand receive ...

We're building more than a business, we're building a community where people can grow, thrive and make an impact. · Responsible for prospecting new clients · Maintain existing/prospective client records, · in accordance with company policies, · ...

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. Activities include explaining our value proposition to clients via Atlas CRM, ...

We're seeking a high-performing Client Advisor to drive new business, deepen client relationships and expand Acrisure's footprint. · Achieve annual objectives established in your sales plan by building a qualified pipeline converting leads to revenue-generating opportunities and ...

We are expanding our outreach team and looking for driven individuals who enjoy connecting with people, · Conduct scheduled phone or virtual consultations with prospective clients · Identify needs and explain program options in a clear, professional manner · Document conversation ...

We are seeking motivated professionals to assist families who have requested information about financial protection options. · Contact warm inbound leads who request information · Conduct scheduled consultations over Zoom or phone · Understand client needs through structured ques ...

+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 ...

We are seeking a Licensed Client Service Associate to support our advisors and deliver exceptional, relationship-driven service to our clients. · This role is ideal for someone who thrives in a collaborative environment, enjoys building long-term client relationships, and takes p ...

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 ...

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 internship role at Castlepoint Wealth Advisors will assist in various tasks such as conducting financial research, preparing reports and presentations, and supporting client relationship-building activities. · ...

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 adding a Financial Advisor to help serve and grow a high-net-worth client base. · Bring in HNW and UHNW relationships through your network · Lead planning + investment conversations with full team support · ...

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 ...

We are proud to be recognized as a Top Advisory Firm in more than 40 local and national publications. This includes recognition as a Best Financial Advisor by both and AdvisoryHQ. · Competitive salary plus benefits! · ...

Begin your professional development as an intern with Northwestern Mutual. As a Financial Advisor intern, you will strive to understand your clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. · ...

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 ...

+This Client Service Associate role provides high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. · +High School Diploma or equivalent · One (1) or more years securities industry ...

We are adding a Financial Advisor to help serve and grow a high-net-worth client base. · Our client—a fast-growing, fee-only wealth management firm in Tulsa—is adding a Financial Advisor to help serve and grow a high-net-worth client base. · Competitive base + bonus · Equity pote ...