Top 7 Cfp Jobs in Broken Arrow Ok

Senior Wealth Advisor
Mariner Wealth Advisors —Tulsa, OK
- $150,000 - $200,000 a year
- Full-time
- Office
- Bachelor's degree
- Team management
Financial Planning Director, Vice President (Tulsa, OK)
Morgan Stanley —Tulsa, OK
- $110,000 - $185,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
Financial Solutions Advisor - Tulsa Market
Bank of America —Broken Arrow, OK
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Advisor - Wealth Management
Merit Financial Advisors —Tulsa, OK
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Financial Solutions Advisor - Utica Financial Center
Bank of America —Tulsa, OK
- Full-time
- Background check
- Writing skills
- Mid-level
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Senior Wealth Advisor

Mariner Wealth Advisors -
Tulsa, OK

Apply Now

Job Details

Full-time
$150,000 - $200,000 a year

Qualifications

Bachelor's degree
Experience practicing in the securities industry

Full Job Description

Location

Tulsa, OK

Address

Tulsa, Oklahoma

Employment Type

Full time

Location Type

On-site

Department

Wealth

Compensation

$150K – $200K

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
Participate in building new client relationships in collaboration with strategic partners
Commitment to advanced continuing education and team development at all levels
Train and mentor associates across the wealth advisory team

Qualifications

Bachelor’s degree required
10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required

Skills And Knowledge

Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Depth of experience working with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management, and communication skills
Demonstrated talent development experience, as well as training and mentoring new staff
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

#LI-AB1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $150K - $200K

Apply Now

Refine Your Search

cfp jobs in broken arrow ok

Senior Wealth Advisor

Financial Planning Director, Vice President (Tulsa, OK)

Financial Solutions Advisor - Tulsa Market

Financial Advisor - Wealth Management

Financial Solutions Advisor - Utica Financial Center