Top 82 Personal Financial Advisors Jobs in Oklahoma City, OK

Wealth Management Client Associate
Bank of America —Oklahoma City, OK
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisor - Oklahoma City
Thrivent —Oklahoma City, OK
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Tax Expert - Local Tax Office
Intuit —Oklahoma City, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local
Intuit —Oklahoma City, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - On-Site
Intuit —Oklahoma City, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local Branch
Intuit —Oklahoma City, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local Tax Office
Intuit —Edmond, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - On-Site
Intuit —Edmond, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local
Intuit —Edmond, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local Branch
Intuit —Edmond, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Expert Center (Southcentral)
Intuit —Edmond, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8d
Tax Expert - Expert Center (Southcentral)
Intuit —Oklahoma City, OK
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8d
Financial Advisor - Oklahoma City, OK
Savant —Oklahoma City, OK
- From $125,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Career Advisor
Francis Tuttle Technology Center —Oklahoma City, OK
- $61,092 - $76,898 a year
- 8 hour shift
- LMFT
- Microsoft Excel
- Customer service
- Health insurance
- Dental insurance
7d
Senior Technology Consultant
Hewlett Packard Enterprise —Oklahoma City, OK
- $81,500 - $187,500 a year
- Weekends as needed
- Computer Science
- 5 years
- Office
Financial Advisor
First Command Financial Services, Inc. —Oklahoma City, OK
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Branch Office Administrator
Edward Jones —Edmond, OK
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
13d
Kerr Rotary & Endodontics Account Manager (Remote-OK/W. TX)
Kerr —Oklahoma City, OK
- $81,400 - $99,400 a year
- Evenings as needed
- Remote
- Clean driving record
- Mid-level
- Driver's License
- Paid holidays
- Disability insurance
Client Service Associate
RPOA Advisors Inc —Oklahoma City, OK
- Full-time
- Microsoft Outlook
- Computer literacy
- No high school diploma
Quick Apply
Senior Inside Sales Advisor (Remote/Central Time)
A Place for Mom —Oklahoma City, OK
- $24.76 an hour
- Weekends as needed
- Remote
- Bachelor's degree
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Quick Apply

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Personal Financial Advisors jobs near Oklahoma City, OK

Wealth Management Client Associate

Bank of America -
Oklahoma City, OK

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Job Details

Full-time

Qualifications

High school diploma or GED

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. 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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Oklahoma City, OK

Wealth Management Client Associate

Financial Advisor - Oklahoma City

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - On-Site

Tax Expert - Local Branch

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - Local Branch

Tax Expert - Expert Center (Southcentral)

Tax Expert - Expert Center (Southcentral)

Financial Advisor - Oklahoma City, OK

Career Advisor

Senior Technology Consultant

Financial Advisor

Branch Office Administrator

Kerr Rotary & Endodontics Account Manager (Remote-OK/W. TX)

Client Service Associate

Senior Inside Sales Advisor (Remote/Central Time)

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