Strategic Wealth Advisor - Client-Focused Growth

Stride Bank, N.A.

Oklahoma City, OK

JOB DETAILS
SKILLS
Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Analysis, Financial Planning, Financial Services, Investment Analysis, Wealth Management
LOCATION
Oklahoma City, OK
POSTED
2 days ago

Stride Bank, N.A. is seeking a Wealth Advisor in Oklahoma City to manage client relationships and provide high-level financial planning services. The advisor will identify investment opportunities and analyze data to create financial plans tailored to clients' goals.With a required Bachelor's degree and 5+ years of experience in financial services, the ideal candidate will demonstrate strong knowledge of wealth management concepts and possess excellent client service skills. Join a progressive team committed to client success.#J-18808-Ljbffr

About the Company

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Stride Bank, N.A.