Customer Service Representative – Financial Services TTECCustomer Service Representative – Financial ServicesOklahoma City, OKYou’ll provide white glove support to customers of a leading financial services firm delivering accurate, timely solutions across accounts, transactions, and service inquiries. Whether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.
RN Director, Adult Acute Care Services OU Medicine, Inc.RN Director, Adult Acute Care ServicesOklahoma City, OKFull timeThey model the OU Health Way, as evident in their work output and interactions with employees and patients, through living OU Health’s core values of putting Patients First , pursuing Relentless Excellence , showing Integrity , seeking Inclusion for all staff and patients, always Learning , and valuing Teamwork . Demonstrated business acumen and managerial functions such as experience with performance improvement tools, using metrics to drive decisions, maintain a budget, report writing and solve practical problems.
Experienced RN Manager -Acute Care Clinical Services - Nights (Stipend-Eligible) OU Medicine, Inc.Experienced RN Manager -Acute Care Clinical Services - Nights (Stipend-Eligible)Oklahoma City, OKFull timeThey model the OU Health Way, as evident in their work output and interactions with employees and patients, through living OU Health’s core values of putting Patients First , pursuing Relentless Excellence , showing Integrity , seeking Inclusion for all staff and patients, always Learning, and valuing Teamwork . Demonstrated business acumen and managerial functions such as experience with performance improvement tools, using metrics to drive decisions, maintain a budget, report writing and solve practical problems.
Manager, Service Delivery TTECManager, Service DeliveryOklahoma City, OKMentor managers to ensure achievement of company and client goals while addressing employee related issues and coordinating training on new or revised information relating to services, products or processes of projects. Our TTEC is a leading global consulting, technology and managed services company focused on delivering solutions at the intersection of data, AI, and customer experience.
NewSenior Tax Accountant JobotSenior Tax AccountantOklahoma City, OK$80,000–$110,000 / yearThis Oklahoma City–based professional services firm specializes in delivering comprehensive accounting, audit, tax, and advisory solutions to a diverse client base that includes healthcare organizations, closely held businesses, and high-net-worth individuals. With a strong regional presence and a reputation for integrity, responsiveness, and long-term client partnerships, the organization is committed to helping clients navigate complex financial environments while supporting sustainable growth.
Retail Customer Service Associate FedExRetail Customer Service AssociateEdmond, OklahomaPart timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateOK$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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.
Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director PricewaterhouseCoopers LLPManaged Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - DirectorOklahoma City, OK$155,000–$410,000 / 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. As a Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director, you will specialize in enhancing the efficiency and effectiveness of financial operations within organizations.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerOklahoma City, OK$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Insurance and Financial Services Position - State Farm Agent Team Member Vicky Richey - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOklahoma City, OKEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerOklahoma City, OK$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesOKThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Insurance and Financial Services Position - State Farm Agent Team Member Jeremy Henley - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOklahoma City, OKAs our insurance and financial service producer, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Jeremy Henley State Farm Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Customer Service Representative - Financial Services OKLAHOMA STATE SCHOOL BOARDS ASSOCIATIONCustomer Service Representative - Financial ServicesOklahoma City, OKPosition Category Administration Position Type Customer Service Representative - Financial Services Posting Start Date 6/17/2026 Posting End Date 10/18/2026 Position Start Date 10/18/2026 School District none City, State. You'll provide white glove support to customers of a leading financial services firm delivering accurate, timely solutions across accounts, transactions, and service inquiries.
Customer Service Representative - Financial Services TTEC Holdings IncCustomer Service Representative - Financial ServicesOklahoma City, OKYou'll provide white glove support to customers of a leading financial services firm delivering accurate, timely solutions across accounts, transactions, and service inquiries. Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
Financial Services Specialist YORK COUNTY COMMUNITY COLLEGEFinancial Services SpecialistOklahoma City, OK$21–$23 / hourYork County Community College (YCCC), a dynamic institution with a proud 30-year history of transforming lives and communities throughout York County, Maine, is seeking a Financial Services Specialist to join our Finance team. The Financial Services Specialist will play a key role in supporting the day-to-day operations of the Finance Department by assisting with invoice processing, student billing, purchasing, and financial record maintenance.
Regular Student Clerical - Financial Services University of Central OklahomaRegular Student Clerical - Financial ServicesEdmond, OKEnrollment Exception: If the number of credit hours needed to graduate is less than the minimum number of hours required for student employment, the student must obtain a letter from their Academic Advisor (stating the number of hours needed to graduate and anticipated graduation date) and submit it to Human Resources. Summer Semester: To work in a regular student position during the summer semester, students must be enrolled in at least 3 summer credit hours or be enrolled in the upcoming fall semester in the minimum credit hours required for their classification and employment type.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerOklahoma City, OKThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Technology Strategy Manager/Sr Manager, Financial Services Accenture PlcTechnology Strategy Manager/Sr Manager, Financial ServicesOklahoma City, OKKnown for our ability to execute at speed, we help our clients disrupt their markets through creating strategies that capabilities in operating model, enterprise architecture, and emerging technologies such as GenAI, rethinking business models for growth, efficiency, and customer satisfaction. • Build strong relationships with senior clients that go beyond the workplace, including beginning to develop C-suite relationships; drive a spirit of collaboration and teaming with client while serving as a true trusted advisor.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesOklahoma City, OKData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Assistant Southern Nazarene UniversityFinancial Services AssistantBethany, OKAccording to SNU policy, all faculty and staff must profess faith in Jesus Christ, possess a strong personal Christian commitment and be committed to the SNU mission to make Christlike disciples through higher education in a Christ-centered community. The primary purpose is to ensure high-level customer service for new, incoming students while providing professional, accurate processing of university funds and student account payments.
Account Executive – Financial Services SageAccount Executive – Financial ServicesOklahoma City, OKWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Financial Services Representative - State Farm Agent Team Member Scott Tabares - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMoore, OKROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Scott Tabares - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Account Coordinator Southern Nazarene UniversityFinancial Services Account CoordinatorBethany, OKAbility to have fun and be a team player Possess strong verbal and written communication skills including a pleasing telephone presence Ability to prioritize multiple demands in a fast-paced work environment Excellent interpersonal, problem-solving, and customer service skills Self-starter with good time management skills Ability to work under pressure and meet deadlines Ability to work independently Ability to provide quality customer service A working knowledge of related computer technology Organizational skills. Preferred Qualifications: • Financial aid awarding experience • Accounts receivable experience • Bachelor's degree • Higher Education experience • Experience with Laserfiche document imaging software • Experience with Ellucian's Colleague ERP software • Minimum of two years of related work experience and/or relevant training.
Insurance and Financial Services Position - State Farm Team Member Kenny Smith - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberOklahoma City, OKAs 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.
Insurance and Financial Services Position - State Farm Team Member Joe Baker - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberOklahoma City, OKAs Insurance and Financial Services Position - State Farm Team Member for Joe Baker - 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.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesOklahoma City, OKDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Insurance and Financial Services Position - State Farm Agent Team Member Benjie Wechsler - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberEdmond, OKBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.
Director of Financial Services University of Central OklahomaDirector of Financial ServicesEdmond, OKPosition Overview: The Director of Financial Services provides leadership and direction for the University's accounting operations, ensuring accuracy, integrity, and compliance while driving improvements in efficiency, consistency, and effectiveness across the department. This role requires a strong people leader who can set expectations, coach and develop staff, and lead change, while also remaining actively engaged in day‑to‑day accounting operations.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesOklahoma City, OKRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Insurance and Financial Services Position - State Farm Agent Team Member Jeremy Eduvigen - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberNorman, OKAs a State Farm team member for Jeremy Eduvigen - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalNorman, OklahomaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Service Representative CURO Group Holdings CorpFinancial Service RepresentativeOklahoma City, OK$15.75–$22.25 / hourAs a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative Heights Finance CorporationFinancial Service RepresentativeOklahoma City, Oklahoma$15.75–$22.25 / hourFull timeResponsibilities: As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative Attain FinanceFinancial Service RepresentativeOklahoma City, Oklahoma$15.75–$22.25 / hourFull timeResponsibilities: As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
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.
Financial Advisor - WEOKIE Credit Union - Oklahoma CIty, OK LPL FinancialFinancial Advisor - WEOKIE Credit Union - Oklahoma CIty, OKOklahoma City, Oklahoma$60,000–$75,000 / yearThis employment opportunity at TruStage located at WEOKIE Credit Union in Oklahoma City, OK would allow you to join WEOKIE Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at WEOKIE Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish Preferred Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish PreferredOklahoma City, OklahomaAs an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. 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.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career HeadhunterFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Oklahoma City, OklahomaStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Oklahoma City, OKFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteOKRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsOklahoma City, OKFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Financial Center Manager I Simmons BankFinancial Center Manager IEdmond, OklahomaFacilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) to sell and handle consumer loan requests in an effective manner. Meet regularly with staff(s) regarding time management, communication skills, goal progress, regular business, bank security and operational policies to build employees’ confidence, competency and efficiency.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsOklahoma City, OK2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Financial Center Manager - South Financial Center Bank of AmericaFinancial Center Manager - South Financial CenterOklahoma City, OklahomaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
Financial Planning Associate Davis Family Financial LLCFinancial Planning AssociateOklahoma City, OK$40,000–$65,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Director Financial Management and Comptroller United States Air ForceDirector Financial Management and ComptrollerOK$151,662–$209,600 / yearWork Experience: Provide the following information for paid and non-paid work experience related to the job for which you are applying: (Do not send job descriptions):- Starting and ending dates (month and year)- Job title (for government position, include civilian series and grade or military rank)- Employers name and address- Supervisors name and phone number, please indicate if we may contact your current supervisor- Salary (current). Tax Law Impact for PCS: On 22-Dec-2017, Public Law 115-97 - the "Tax Cuts and Jobs Act of 2017" suspended qualified moving expense deductions along with the exclusion for employer reimbursements and payments of moving expenses effective 01-Jan-2018 for tax years 2018 through 2025.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateOK$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Financial Representative - Seeking Growth Mallett Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthOklahoma City, OK$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Financial Solutions Advisor - Oklahoma City Market Bank of AmericaFinancial Solutions Advisor - 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.