Top 67 Financial advisor Jobs in Bixby, Ok

Financial Representative - Tulsa, OK
Fidelity Investments —Tulsa, OK
- Full-time
- Office
- Organizational skills
- Entry level
- Tuition reimbursement
Financial Advisor - Tulsa and surrounding suburbs
Thrivent —Tulsa, OK
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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
Insurance Agent - Tulsa, OK
Horace Mann —Tulsa, OK
- Mid-level
- Financial services
- 2 years
Quick Apply
5d
Wealth Management Trainee (OK)
Bankers Life —Tulsa, OK
- $50,000 - $80,000 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Referral program
Quick Apply
Investment Consultant- Tulsa, OK
Charles Schwab —Tulsa, OK
- $24.66 - $40.67 an hour
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
1d
Financial Advisor
Central Bancompany —Tulsa, OK
- Research
- Mid-level
- Office
- Referral program
Financial Analyst Staff
Public Service Co. of OK —Tulsa, OK
- $63,496 - $186,010 a year
- Full-time
- CPA
- Office
- Finance
- Tuition reimbursement
1d
Financial Consultant
WealthBridge Financial Group —Bixby, OK
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Analyst
BLACKHAWK INDUSTRIAL OPERATING CO —Tulsa, OK
- $65,000 - $80,000 a year
- Weekends as needed
- Microsoft Excel
- CPA
- Pass drug screening
- Health savings account
- AD&D insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - Tulsa Market
Bank of America —Tulsa, OK
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Advisor
Relation Insurance Services —Tulsa, OK
- Full-time
- Microsoft Excel
- 5 years
- High school diploma or GED
- Paid holidays
- 401(k)
Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center
Bank of America —Tulsa, OK
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Crimes Partner Advisor
STRIDE BANK NA —Tulsa, OK
- Full-time
- Writing skills
- Mid-level
- 3 years
Financial Solutions Advisor - Utica Financial Center
Bank of America —Tulsa, OK
- Full-time
- Background check
- Writing skills
- Mid-level
Specialty Asset Manager II
BOK Financial —Tulsa, OK
- Office
- Business development
- Bachelor's degree
- Life insurance
Managing Director
WealthBridge Financial Group —Bixby, OK
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Workday Financials Sr Consultant
Deloitte —Tulsa, OK
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- Bachelor's degree
Receptionist - State Farm Agent Team Member
Daniel Parker - State Farm Agent —Tulsa, OK
- $35,000 - $55,000 a year
- Full-time
- Office
- Children
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
U.S. Private Bank - Private Banker - Vice President
JPMorganChase —Tulsa, OK
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
8d

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financial advisor jobs near bixby, ok

Financial Representative - Tulsa, OK

Fidelity Investments -
Tulsa, OK

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Job Details

Full-time

Benefits

Tuition reimbursement

Qualifications

Financial services customer support
Identifying new business opportunities
Managing clients in a customer support role
Managing clients in a finance role
Client retention
Task prioritization
Customer engagement
Industry knowledge of financial regulations
Organizational skills
Client acquisition
Banking business development
Relationship building in financial sales
Entry level

Full Job Description

Job Description:

Financial Representative

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

The Expertise We’re Looking For

Customer service, phone, or financial services experience will prepare you for this role

Banking, insurance, or financial experience is an excellent addition to your experience

We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses

Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role

It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.

The Skills You Bring

Superb interpersonal skills and passion to engage with clients

An aptitude to assess client needs and identify opportunities

Remarkable attention to detail and ability to prioritize

Organizational skills to manage multiple tasks

Being coachable, collaborative, and curious are your "go to" attributes

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

A key member of the team, you are offering support to Fidelity’s most valuable clients daily

By identifying leads and making effective introductions, you are directly impacting the success of the branch

Your efforts will be valued by clients and you will find working with those clients a rewarding experience

As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Refine Your Search

financial advisor jobs in bixby, ok

Financial Representative - Tulsa, OK

Financial Advisor - Tulsa and surrounding suburbs

Financial Advisor

Insurance Agent - Tulsa, OK

Wealth Management Trainee (OK)

Investment Consultant- Tulsa, OK

Financial Advisor

Financial Analyst Staff

Financial Consultant

Financial Analyst

Financial Solutions Advisor Registration Candidate - Tulsa Market

Financial Advisor

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

Financial Crimes Partner Advisor

Financial Solutions Advisor - Utica Financial Center

Specialty Asset Manager II

Managing Director

Workday Financials Sr Consultant

Receptionist - State Farm Agent Team Member

U.S. Private Bank - Private Banker - Vice President

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