Financial Solutions Advisor Consumer Investments - Oklahoma City Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Oklahoma City MarketOklahoma City, OKBack to search results Financial Solutions Advisor Consumer Investments - Oklahoma City Market Oklahoma City, Oklahoma; Oklahoma City, Oklahoma; Oklahoma City, Oklahoma; Edmond, Oklahoma; Oklahoma City, Oklahoma; Norman, Oklahoma; Oklahoma City, Oklahoma Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key 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.
Financial Solutions Advisor Consumer Investments - Edmond Bryant Financial Center Bank of America CorpFinancial Solutions Advisor Consumer Investments - Edmond Bryant Financial CenterEdmond, OKKey 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. Back to search results Financial Solutions Advisor Consumer Investments - Edmond Bryant Financial Center Edmond, Oklahoma Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City Market Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City MarketOklahoma City, OKBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City Market Oklahoma City, Oklahoma; Oklahoma City, Oklahoma; Edmond, Oklahoma; Oklahoma City, Oklahoma; Norman, Oklahoma; Oklahoma City, Oklahoma Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Investment Operations Coordination Supervisor American FidelityInvestment Operations Coordination SupervisorOklahoma City, OklahomaWork closely with accountants, actuaries, the Chief Investment Officer, Portfolio Managers, Portfolio Analysts and Credit Analysts in the compilation of statistical reports and provide advanced investment administrator support in order to meet the needs of CE Investment Management. Team lead responsibility for ensuring bond and stock transactions settle by managing the Bloomberg AIM, DTCC CTM and ALERT systems, and coordinating with portfolio managers, brokers and custodians to resolve trade settlement failures across all managed portfolios.
Investment Operations Coordination Supervisor CEALP Cameron Enterprises A Limited PartnershipInvestment Operations Coordination SupervisorOklahoma City, OklahomaWork closely with accountants, actuaries, the Chief Investment Officer, Portfolio Managers, Portfolio Analysts and Credit Analysts in the compilation of statistical reports and provide advanced investment administrator support in order to meet the needs of CE Investment Management. Team lead responsibility for ensuring bond and stock transactions settle by managing the Bloomberg AIM, DTCC CTM and ALERT systems, and coordinating with portfolio managers, brokers and custodians to resolve trade settlement failures across all managed portfolios.
NewFinancial Advisor Northwestern MutualFinancial AdvisorOklahoma City, Oklahoma$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
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.
Senior Investment Manager Bok FinancialSenior Investment ManagerOklahoma City, OKThis level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience. Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions.
Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial CenterTulsa, 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.
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.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerOklahoma City, OKKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
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.
Merrill Financial Solutions Advisor (Partially Licensed) - Oklahoma Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed) - Oklahoma MarketTulsa, OklahomaKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor Registration Candidate - West Financial Center (Bi-Lingual Spanish Required) Bank of AmericaFinancial Solutions Advisor Registration Candidate - West Financial Center (Bi-Lingual Spanish Required)Oklahoma City, OklahomaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Tulsa Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Tulsa MarketTulsa, OklahomaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Utica Financial Center Bank of America CorpFinancial Solutions Advisor - Utica Financial CenterTulsa, OKResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsThis position is open for the entire market and the specific Financial Center location will be based on business needs.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsLawton, 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 Advisor Edward D Jones & Co LPFinancial AdvisorSulphur, OK$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
National Strategic Advisor- Disaster Resilience Freese and Nichols IncNational Strategic Advisor- Disaster ResilienceTulsa, OK12+ years of progressive experience in disaster resilience, emergency management, infrastructure resilience, public sector consulting, disaster recovery, hazard mitigation, flood risk management, planning, engineering, program management, or a related field. Partner with practice leaders and the Strategic Initiative Leader to define, develop, and continuously improve disaster resilience service offerings across planning, engineering, emergency management, funding, and program management disciplines.
Financial Advisor Relation InsuranceFinancial AdvisorTulsa, OklahomaThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision‑making, and deliver a best‑in‑class client experience.