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Financial Advisor Jobs in Tulsa, Oklahoma

22 jobs

Choose a Career That Lets You Live Life Differently Think about a goal that you’ve accomplished; whether it was helping your team win a championship, paying off debt or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel—both for you and your clients. Financial representatives with Northwestern Mutual help ...
Choose a Career That Lets You Live Life Differently Think about a goal that you’ve accomplished; whether it was helping your team win a championship, paying off debt or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel—both for you and your clients. Financial representatives with Northwestern Mutual help ...
Description Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and %241.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-based we...
Description Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and %242 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world. Merrill Lynch Wealth Management specializes in goals-based weal...
Job Description: FINANCIAL ADVISOR –REGIONAL VICE PRESIDENT- BUSINESS DEVELOPMENT Wanted - Accomplished Retail Financial Services Professional with a need to make a significant six figure income. This challenging position offers the opportunity to work directly for one of the highest regarded Money Managers on the planet! You:Aggressive –Tenacious-Highly Motivated – Entrepreneurial SpiritSeasoned...
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and $2 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world. Merrill Lynch Wealth Management specializes in goals-based wealth management, ...
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-based wealth management...
If you're interested in an exciting new career opportunity that can help make a difference in the lives of others, consider joining Penn Mutual. We'll partner with you to build the skills needed to launch a successful career in the financial services industry through our unique Emerging Advisor development program. This position will be located in Tulsa, OKand you will be working for our locally ...
Client Service Associate Job Number: 3074637 Posting Date : Jul 27, 2016 Primary Location : Americas-United States of America-Oklahoma-Tulsa Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn t...
Description The Client Relationship Manager (CRM) is a direct report to the Complex Director with dual reporting to the Market Client Relationship Manager. The CRM functions as a member of the branch leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities include Funds/Securities Receipt & Processing, Wi...
**Job Reference #:** 136261BR **City:** Tulsa **Job Type:** Full Time **Your Role:** The Wealth Planning Analyst Program provides the opportunity to rapidly learn the fundamentals of the wealth management business in a fast-paced, challenging, and collaborative environment. The Wealth Planning Analyst (WPA) Program is a structured 24-month development program designed to provide you with the k...
Private Client Advisor - Chase Wealth Management - Tulsa, OK Area-160025151 Job Description Financial Advisor Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small busines...
The Client Relationship Manager (CRM) is a direct report to the Complex Director with dual reporting to the Market Client Relationship Manager. The CRM functions as a member of the branch leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities include Funds/Securities Receipt & Processing, Wire & Order, a...
Are you an organized individual capable of self-managing your time? Does it excite you to provide a high level of service in a team environment? Would others describe you as someone with strong communication skills both verbal and written with an ability to build strong relationships? If so, continue reading about how you can play an important role in helping clients and the success of your branch...
Are you an organized individual capable of self-managing your time? Does it excite you to provide a high level of service in a team environment? Would others describe you as someone with strong communication skills both verbal and written with an ability to build strong relationships? If so, continue reading about how you can play an important role in helping clients and the success of your branch...
You’re a great listener and a natural collaborator. You enjoy interacting with people and build lasting relationships – in fact you thrive on it. You have a knack for finding creative solutions to everyday challenges. Join us as a Relationship Banker and apply your exceptional people skills to shape the customer banking experience at Chase. As a Relationship Banker in our Branch Banking team, you...
You’re a great listener and a natural collaborator. You enjoy interacting with people and build lasting relationships – in fact you thrive on it. You have a knack for finding creative solutions to everyday challenges. Join us as a Relationship Banker and apply your exceptional people skills to shape the customer banking experience at Chase. As a Relationship Banker in our Branch Banking team, you...
Job Description: Rated Top 10 company to work for by "Experience.com" We are looking for someone who is confident, ambitious, goal-oriented, and self-motivated. Someone comfortable and confident with people. Sales experience is always a plus, but not necessary. We are looking for someone who is passionate about success and helping people, someone who is willing to put in the work needed to reach ...
Pioneer Healthcare has an opportunity for an experiencedOccupational Therapist. The ideal Therapist will have a minimum of 1 year experience in the geriatric population, although new grads are encouraged to apply. About Pioneer: We are seeking Therapists looking to forge a new path, see new sights while making great money. We have partnerships all over the country with facilities and healthcare ...
You’re a great listener and a natural collaborator. You enjoy interacting with people and build lasting relationships – in fact you thrive on it. You have a knack for finding creative solutions to everyday challenges. Join us as a Relationship Banker and apply your exceptional people skills to shape the customer banking experience at Chase. As a Relationship Banker in our Branch Banking team, you...