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    Financial Advisor - Oklahoma City, United States - Syntagma Group

    Default job background
    Description
    Our client, a top-performing financial services firm serving over 300,000 clients, is looking for talented Financial Advisors to join their team


    As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future.

    Your primary responsibilities will include providing comprehensive financial planning and investment advisory services to your clients.

    You will work closely with clients to understand their financial objectives, risk tolerance, and unique circumstances to develop personalized financial strategies.

    Responsibilities
    Provide financial planning support to clients
    Support investment professionals to cultivate client relationships
    Prepare financial plans and check their accuracy

    Qualifications
    Bachelor's degree in Finance or related field

    Required Licenses:
    Life + Health

    "Nice to Have" Licenses:
    Series 6, Series 7, Series 63, Series 66
    3+ years' of industry experience
    Strong understanding of the investment business
    Excellent interpersonal skills

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