22 Results for

Investment Advisor Jobs in Oklahoma

Jobs

Tulsa, OK10 days ago

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

Tulsa, Oklahoma30+ days ago

$61,000–$250,000 Per Year

Northwestern 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.

Tulsa, OK12 days ago

tulsa, OK30+ days ago

Participate in the companys referral programMaintain a level of expertise in financial markets and economic conditionsIndependent studyNetwork with fellow Central Investment Advisor Financial AdvisorUtilize research tools provided by broker dealerEnsure compliance with Central Investment Advisor Policy as well as broker dealer compliance manualComplete annual continuing education requirementsAttend anti-money laundering trainingAttend Annual Compliance MeetingComplete Annual Compliance QuestionnaireComplete required FINRA continuing education every 2 yearsFailure of above listed requirements can result in suspension fines or terminationMaintain books and records for all clients in the registered branch officePerform periodic review with client to update informationRespond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks. Albridge- reportingproduct consolidation system offered through Albridge SolutionsArgus Research- Independent equity research service offered through Argus Research GroupFinancial Planning- WealthVision MoneyGuide Pro Client Goals or another financial planning tool approved by the CIA Program ManagerEach Financial Advisor will be involved from an assistance" perspective with regard to clients banking relationships.

Tulsa, OK30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

Lawton, OK30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

tulsa, OK30+ days ago

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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

tulsa, OK30+ days ago

$50,000–$70,000 Per Year

This position will offer:The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral systemService Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goalsThe opportunity to find new clients via the bank's client baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL's combination of tools, technology, and supportThe benefit of LPL's experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the bank's reputation and community standingAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.

Lawton, OK30+ days ago

2025 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.

Yukon, OK30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

Norman, OK30+ days ago

Full-time

Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.

Edmond, OK30+ days ago

Full-time

Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.

Oklahoma City, OK30+ days ago

$97,000–$192,000 Per Year

Possessing 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.

Oklahoma City, OK30+ days ago

Responsibilities include: Personalized Member Consultations: Meet with individuals and families to understand their current financial situation and long-term goals, offering tailored life insurance and investment-based solutions (once state certifications and company sponsored training are achieved). As an Insurance Agent (offering sponsorship and support to advance quickly to become a future Financial Services Professional), you'll help our members secure their financial futures through life insurance, investments, and estate planning.

Tulsa, Oklahoma12 days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Lincoln, OK7 days ago

Remote

Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.

Oklahoma, OK30+ days ago

$130,000–$140,000 Per Year

Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $70,000, and a variable target compensation of $70,000. 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development).

Owasso, OK30+ days ago

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.

Edmond, OK30+ days ago

Tulsa, Oklahoma30+ days ago

$500–$1,000 Per Year
Intern

Our 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.

Tulsa, OK30+ days ago

$124,000–$280,000 Per Year

Industry/SectorNot ApplicableSpecialismModern Digital EnterpriseManagement LevelSenior ManagerJob Description & SummaryAt PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. In this strategic position, you will drive innovation and operational efficiency by providing expert advisory on blockchain integration alongside AI-driven solutions, software selection, technology strategy due diligence, and enterprise architecture.

Oklahoma City, OK30+ days ago

In this highly visible role, you will work closely with Marketing leadership to provide strategic direction over Love’s Marketing & Media analytics including the experimentation roadmap, Marketing Mix Modeling, and the evolution of customer-centric measurement including clean rooms, identity solutions, and emerging AI capabilities. With nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers.

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Investment Advisor Jobs in Oklahoma

Financial Advisor - Wealth Management Merit Financial Advisors

Financial Advisor Northwestern Mutual

Tax Advisor Merit Financial Advisors

Financial Advisor Central Bancompany Inc

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - Tulsa and surrounding suburbs Thrivent Financial for Lutherans

Financial Advisor - Central Bank LPL Financial Holdings Inc

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Financial Advisor Career Headhunter LLC

Entry-Level Financial Advisor Career Headhunter LLC

Financial Representative - Seeking Growth Mallett Region - Modern Woodmen of America

Insurance Agent with Training Mallett Region - Modern Woodmen of America

Client Service Associate - Non-Registered Stifel

Regional Sales Director-Retirement Plans Ameritas Mutual Holding Company

Partner Account Manager - Oklahoma Human Interest Inc

Insurance Agent - Owasso, OK Country Financial

Insurance Agent - Edmond, OK Country Financial

College Financial Representative, Internship Program Northwestern Mutual

Corporate Technology Strategy, Blockchain Senior Manager PricewaterhouseCoopers LLP

Sr Manager of Marketing and Media Analytics Love's Travel Stops & Country Stores

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