Financial Solutions Advisor Consumer Investments - Oklahoma City Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Oklahoma City MarketOklahoma City, OklahomaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Services Representative Wisepath GroupFinancial Services RepresentativeNorman, OK$50,000–$120,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
Workforce Planning Manager Simmons BankWorkforce Planning ManagerOklahoma City, OKThe Workforce Planning Manager is responsible for designing and maintaining the staffing model for the Retail Banking network, ensuring the right coverage, at the right time, to deliver both service and sales outcomes. Skills Training: Critical Thinking, Reading Comprehension, Systems Analysis, Communication, Decision Making, Problem Solving, Project Management.
Financial Advisor Wisepath GroupFinancial AdvisorEdmond, OKFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantOklahoma City, OKOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning . • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation .
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramOklahoma City, Oklahoma$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
NewFinancial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerOklahoma City, OK$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorOklahoma City, OK$50,000–$100,000 / yearAbout Strategic People Advisors Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Executive Assistant To CEO & CFO United Petroleum TransportsExecutive Assistant To CEO & CFOOklahoma City, OKThe EA serves as a trusted partner, gatekeeper, and coordinator-supporting executive decision-making, facilitating communication across the enterprise, and ensuring seamless execution of executive priorities related to operations, finance, strategy, governance, and growth. Support M&A, strategy, and special projects by scheduling diligence calls and internal working sessions, coordinating document flow and data room logistics, and tracking milestones while maintaining confidentiality.
Executive Assistant to CEO & CFO United Petroleum TransportsExecutive Assistant to CEO & CFOOklahoma City, OKThe EA serves as a trusted partner, gatekeeper, and coordinator-supporting executive decision-making, facilitating communication across the enterprise, and ensuring seamless execution of executive priorities related to operations, finance, strategy, governance, and growth. Support M&A, strategy, and special projects by scheduling diligence calls and internal working sessions, coordinating document flow and data room logistics, and tracking milestones while maintaining confidentiality.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerOklahoma City, OK$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
NewFinancial Services Tax - Real Estate Director PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate DirectorOklahoma City, OK$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Chief Financial Officer Jewish Silicon ValleyChief Financial OfficerOklahoma City, OKThe ideal candidate possesses strong people and leadership skills, a record of successful financial management, demonstrated experience and proficiency with back-office operations, and the ability to build trusting relationships with staff, board members, volunteers and philanthropic supporters. Collaborating closely with senior leadership team, the CFO joins us at a transformative moment in our organization's trajectory as we: review efficacy of organizational financial tools, models, and strategic plans, launch new capital campaign projects, e.g.
Regional Planning Leader - Watersheds & Stormwater Black & Veatch Holding CoRegional Planning Leader - Watersheds & StormwaterOklahoma City, OK$142,086–$237,279 / yearWithin our U.S. planning and water resources business, we have seen consistent growth driven by our clients' needs to address challenges stemming from stormwater regulations, flooding, water quality impairments driven by wet weather runoff, asset management, and efforts to increase the use of green infrastructure. This represents a strategic business initiative for Black & Veatch, and the Water Resources position focused on stormwater, watersheds, and integrated planning is designed to help the company grow its market share by providing world-class planning and water resource services.
Customer Service Rep (Retirement Plan) Lee Hecht HarrisonCustomer Service Rep (Retirement Plan)Oklahoma City, OK$23–$24 / hourIf you enjoy working with detailed information, solving problems, and helping clients navigate important retirement benefits, we'd love to hear from you! In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Merrill Advisor Development Program - Financial Advisor: Oklahoma Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Oklahoma MarketOklahoma City, OklahomaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Personal Financial Counselor, Oklahoma City/Tinker Afb, OK Magellan Health ServicesPersonal Financial Counselor, Oklahoma City/Tinker Afb, OKOklahoma City, OKServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Insurance and Financial Services Position - State Farm Team Member Kenny Smith - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberOklahoma City, OKFull timeAs Insurance and Financial Services Position - State Farm Team Member for Kenny Smith - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Administrative/Financial Coordinator University of OklahomaAdministrative/Financial CoordinatorNorman, OKThis position manages departmental financial operations, payroll, faculty personnel processes, and administrative functions while serving as the primary liaison with the College Dean''s Office, Shared Business Services Center (SBSC), and other university offices. Position Introduction: The Administrative/Financial Coordinator provides professional administrative, financial, and operational support to the Department Chair, faculty, staff, and students within the Department of Classics and Letters.
Associate Financial Advisor Wisepath GroupAssociate Financial AdvisorOklahoma City, OK$60,000–$120,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.