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Financial Advisor
1 week ago
Tinker Federal Credit Union Oklahoma City, United StatesOverview: · Tinker Federal Credit Unions Financial Services department has an immediate opening for an Financial Advisor, TFCU Financial Advisors (TFS) This is an exciting opportunity to join the largest and best credit union in Oklahoma We offer competitive pay, a robust benefi ...
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Financial Advisor
1 week ago
LPL Financial Oklahoma City, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in Oklahoma City, OK would allow you to join the Investment Program at Simmons Bank as ...
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Financial Advisor
3 weeks ago
Strategic Financial Concepts, Inc. Oklahoma, United StatesWe are expanding in Wichita and Topeka. Our OKC office is growing, We are looking to open soon in Tulsa, and the Arkansas I49 corridor, even as we continue to grow throughout the rural areas and secondary cities of Kansas & Oklahoma. · SFC clients benefit not only from the collab ...
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Financial Advisor
1 week ago
CFA Institute Oklahoma City, United StatesYou will need to login · before you can apply for a job. · Grow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives o ...
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Financial Advisor
1 week ago
CFA Institute Oklahoma City, United StatesYou will need to login · before you can apply for a job.Grow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of t ...
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Financial advisor
3 weeks ago
FusionWorks Goldsby, United StatesAre you looking to develop your skills and competencies in one of the largest banks in Germany? Then you've come to the right place at LBBW. Our high-performing and dedicated employees are our central success factor. With initiative and responsibility, we create sustainable value ...
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Associate Financial Advisor
1 day ago
Edward Jones Oklahoma City, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the clie ...
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Senior Financial Advisor
3 weeks 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 ...
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Senior Financial Advisor
2 weeks 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 ...
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Merrill Financial Solutions Advisor
1 week ago
Bank of America Oklahoma City, United StatesMerrill Financial Solutions Advisor - Oklahoma Market · Oklahoma City, Oklahoma;Hot Springs, Arkansas; Fort Smith, Arkansas; Rogers, Arkansas; Oklahoma City, Oklahoma; Tulsa, Oklahoma · **Job Description:** · At Bank of America, were guided by a common purpose to help make fin ...
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Advisor, Financial Planning and Analysis
2 weeks ago
Cardinal Health Oklahoma City, United StatesWhat Financial Planning & Analysis contributes to Cardinal Health · Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safegu ...
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Advisor, Financial Planning and Analysis
1 week ago
Cardinal Health Oklahoma City, United StatesWhat Financial Planning & Analysis contributes to Cardinal Health · Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safegu ...
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Voya Oklahoma City Financial Advisor
3 weeks ago
Voya Financial Advisors Inc Oklahoma City, United StatesVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market. · This ...
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Voya Oklahoma City Financial Advisor
1 week ago
Voya Financial Advisors Oklahoma City, United StatesJob Description · Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships ...
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Financial Advisor
1 week ago
Keller Executive International Search Norman, United StatesJob Description · Our client, a boutique wealth management firm located in sunny Naples, Florida, is seeking a licensed and experienced Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to ...
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Bank of America Oklahoma City, United StatesFinancial Solutions Advisor Registration Candidate Consumer Investments-Northwest, OK · Oklahoma City, Oklahoma · **Job Description:** · At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect wi ...
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Asset consultant
2 days ago
BlueWave Solutions Central City, United States Part timeRight now: take advantage of a new professional opportunity. Join our team as a · Financial Advisor (m/f/d) · Tasks and responsibilities · Financial advising - a profession as diverse as you are · Help people make the right decisions · There are not many professions where the opp ...
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Merrill Financial Solutions Advisor
3 weeks 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, ...
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Associate Wealth Advisor
6 days ago
Lake Street Advisors Group, LLC. Oklahoma City, United StatesCareer Opportunities with Lake Street Advisors Group LLC · A great place to work. · Careers At Lake Street Advisors Group LLC · Share with friends or Subscribe · Current job opportunities are posted here as they become available. · Subscribe to our RSS feeds to receive instant up ...
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Wealth Management Associate
2 weeks 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 ...
Financial Advisor - Oklahoma City, United States - Syntagma Group
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.
You will work closely with clients to understand their financial objectives, risk tolerance, and unique circumstances to develop personalized financial strategies.
ResponsibilitiesProvide 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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