Top 93 Financial services Jobs in Tulsa, Ok

Retirement Planning Specialist
Strong Family Financial, LLC —Jenks, OK
- $50,000 - $75,000 a year
- Full-time
- Customer service
- Public speaking
- In-person
- Paid training
- Tuition reimbursement
Quick Apply
Financial Advisor
Edward Jones —Tulsa, OK
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
6d
Personal Banker
FIRST FIDELITY BANK —Tulsa, OK
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Opportunities for advancement
Quick Apply
Financial Advisor - Training Provided
Northwestern Mutual —Tulsa, OK
- $75,000 - $180,000 a year
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Part Time (20 Hours) Associate Banker, W 71st St and S Elwood Ave Branch, Tulsa, OK
JPMorganChase —Tulsa, OK
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
11d
Relationship Banker Oklahoma Market
Bank of America —Tulsa, OK
- Extended hours
- Office
- Finance
- Business development
Part Time (30 Hours) Associate Banker, Boston and 4th Branch, Tulsa, OK
JPMorganChase —Tulsa, OK
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
12d
Relationship Banker
MABREY BANK —Tulsa, OK
- Full-time
- Sales
- Office
- High school diploma or GED
Quick Apply
Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center
Bank of America —Tulsa, OK
- Full-time
- Background check
- Office
- Bachelor's degree
11d
Financial Consultant
WealthBridge Financial Group —Tulsa, OK
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Loan Officer
Cityscape Home Mortgage —Tulsa, OK
- Customer service
- Word processing
- No experience needed
Senior Editor, Economics & Financial Services
Deloitte —Tulsa, OK
- $113,100 - $208,300 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- English
Part Time (20 Hours) Associate Banker, Owasso Branch, Owasso, OK
JPMorganChase —Owasso, OK
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Loan Officer - Bilingual
Cityscape Home Mortgage —Tulsa, OK
- Customer service
- Word processing
- Writing skills
Financial Solutions Advisor Registration Candidate - Tulsa Market
Bank of America —Tulsa, OK
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Business 360 Banker
Fidelity Bank, NA —Tulsa, OK
- Computer literacy
- Mid-level
- High school diploma or GED
Financial Advisor - Tulsa and surrounding suburbs
Thrivent —Tulsa, OK
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Loan and Business Development Officer
The Housing Partnership Network —Tulsa, OK
- $100,000 - $115,000 a year
- Full-time
- 7 years
- Business development
- Travel
Quick Apply
Commercial Banker
Fidelity Bank, NA —Tulsa, OK
- Computer literacy
- Office
- Business development
Residential Loan Officer
Fidelity Bank, NA —Tulsa, OK
- Mid-level
- Bachelor's degree
- Business

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Retirement Planning Specialist

Strong Family Financial, LLC -
Jenks, OK

Quick Apply

Job Details

Permanent | Full-time | Contract
$50,000 - $75,000 a year

Benefits

Paid training
Financial planning services
Tuition reimbursement
Paid time off
Employee assistance program
Professional development assistance
Opportunities for advancement
Flexible schedule
Referral program
Retirement plan

Qualifications

Financial planning
Financial sales
Medicare
Customer service
Life & Health Insurance License

Full Job Description

Retirement Planning Specialist:

Help Families Retire with Confidence While Building an Exceptional Career

At Strong Family, we believe retirement planning should be personal, educational, and life-changing. We are searching for motivated, coachable, and relationship-focused individuals to join our growing team as a Retirement Planning Specialist.

This is more than a sales position — it’s an opportunity to become a trusted guide for individuals and families navigating some of the most important financial decisions of their lives.

If you are driven, energetic, and passionate about helping people while creating unlimited income potential for yourself, we want to talk with you.

What You’ll Do

As a Retirement Planning Specialist, you will:

Meet with individuals and families to review retirement goals and concerns
Educate clients on retirement income strategies, Medicare planning, estate planning, and asset protection concepts
Conduct personalized retirement reviews and help identify gaps or opportunities
Build long-term client relationships based on trust, service, and education
Attend community workshops, educational events, and client appreciation events
Work alongside experienced leadership and mentors committed to your development
Continue learning financial and retirement planning strategies through ongoing training

What Makes This Opportunity Different

Our team focuses on:

Education-first consultations
Relationship-based planning
Team culture and mentorship
Professional development
Long-term client relationships
Real impact in people’s lives

We provide the systems, coaching, and support to help the right individuals grow quickly.

What We’re Looking For

The ideal candidate is:

Positive, coachable, and highly motivated
Comfortable building relationships and communicating with people
Professional and dependable
Goal-oriented with strong work ethic
Passionate about helping others
Comfortable working independently while thriving in a team environment

Preferred (but not required):

Sales or customer service experience
Insurance or financial services background
Life & Health license
Public speaking or presentation experience

If you don’t have industry experience, we are willing to train the right person.

Compensation & Growth

Competitive commission structure
Performance bonuses and incentives
Flexible schedule opportunities
Leadership and advancement potential
Ongoing training and mentorship
Opportunity to build a long-term, rewarding career

Top performers have the ability to create significant income while making a meaningful difference in their community.

Why People Love Working Here

Supportive team culture
Positive, growth-focused environment
Meaningful work that impacts families
Strong mentorship and leadership
Exciting events, recognition, and advancement opportunities

If you’re looking for a career where your effort directly impacts your success — and where you can truly help people along the way — we’d love to meet you.

Apply Today

Take the first step toward building a career with purpose, growth, and unlimited potential.

Your future — and the futures of the families you help — starts here.

Pay: $50,000.00 - $75,000.00 per year

Benefits:

Employee assistance program
Financial planning services
Flexible schedule
Paid time off
Paid training
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement

Work Location: In person

Quick Apply

Refine Your Search

financial services jobs in tulsa, ok

Retirement Planning Specialist

Financial Advisor

Personal Banker

Financial Advisor - Training Provided

Part Time (20 Hours) Associate Banker, W 71st St and S Elwood Ave Branch, Tulsa, OK

Relationship Banker Oklahoma Market

Part Time (30 Hours) Associate Banker, Boston and 4th Branch, Tulsa, OK

Relationship Banker

Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center

Financial Consultant

Loan Officer

Senior Editor, Economics & Financial Services

Part Time (20 Hours) Associate Banker, Owasso Branch, Owasso, OK

Loan Officer - Bilingual

Financial Solutions Advisor Registration Candidate - Tulsa Market

Business 360 Banker

Financial Advisor - Tulsa and surrounding suburbs

Loan and Business Development Officer

Commercial Banker

Residential Loan Officer

I want to receive the latest job alert for financial services in tulsa, ok

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