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Financial Planner Jobs in Oklahoma City, Oklahoma

10 jobs

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 Area: Financial Services Business Area: Individual Distribution Location: OK - Oklahoma City Career Category: Experienced Professional Full/Part Time: Full-Time Regular/Temporary: Regular Date Posted: 2016-05-09 Responsibilities Develop a profitable unit by attracting, training, motivating and retaining producers.� Provide day-to-day leadership and direction of unit activity.� Achieve ...
Job Description: Are you an experienced Mortgage Loan Originator looking for a new opportunity? Bank2 employees have rated us Top Places to Work in Oklahoma each of the past 3 Years. Bank2 was the #1 community bank in the nation in 2009 and #3 in 2010. Our turnover is less than half the national average. This fast growing, cause oriented company specializes in a niche home loan program for Native...
Sales Rep We're bigger, better and we're hiring. At EquityBuild, our success is founded upon sound principles that guide our company. Yet our success is also the result of our passion for the industry as well as of the relationships we have cultivated over the years. Our growth has taken our firm to new areas with exciting new projects and it's time to take the next step. We are looking for tal...
Sales Rep We're bigger, better and we're hiring. At EquityBuild, our success is founded upon sound principles that guide our company. Yet our success is also the result of our passion for the industry as well as of the relationships we have cultivated over the years. Our growth has taken our firm to new areas with exciting new projects and it's time to take the next step. We are looking for tal...
Develop a profitable unit by attracting, training, motivating and retaining producers.? Provide day-to-day leadership and direction of unit activity.? Achieve specified goals in business conduct, recruiting, and retention of producers, production, persistency, and expense management in accordance with business center and company key objectives. Qualifications: Requires bachelor's degree or equiva...
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, ...
Sales Rep We're bigger, better and we're hiring. At EquityBuild, our success is founded upon sound principles that guide our company. Yet our success is also the result of our passion for the industry as well as of the relationships we have cultivated over the years. Our growth has taken our firm to new areas with exciting new projects and it's time to take the next step. We are looking for tal...
Sales Rep We're bigger, better and we're hiring. At EquityBuild, our success is founded upon sound principles that guide our company. Yet our success is also the result of our passion for the industry as well as of the relationships we have cultivated over the years. Our growth has taken our firm to new areas with exciting new projects and it's time to take the next step. We are looking for tal...
QUALIFICATIONS: BASIC QUALIFICATIONS Minimum of 3 years acting as a lead/primary relationship manager for a book high net worth and affluent clients. This experience entails demonstrated advisory, client management and proven sales experience providing complex financial planning services. PREFERRED QUALIFICATIONS Existing Series 7, 66 (or 63 and 65) and appropriate state life insurance license...