Payroll Client Advisor - Oklahoma City

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 · ...

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

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 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 role is central to the delivery of white-glove service for HNW and UHNW clients.Serve as a primary point of contact for assigned clients, · providing responsive, professional, and proactive service. · ...

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. · ...

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. · ...

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 ...

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 ...

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. · ...

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! · ...

+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 ...

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 ...