Top 36 Wealth manager Jobs in Oklahoma

VP, Financial Consultant - Tulsa, OK
Charles Schwab —Tulsa, OK
- $65,000 - $80,000 a year
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Trainee (OK)
Bankers Life —Tulsa, OK
- $50,000 - $80,000 a year
- Full-time
- Business development experience
- Leadership
- Communication skills
- Referral program
Quick Apply
Wealth Management Trainee (OK)
Bankers Life —Oklahoma City, OK
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Senior Wealth Advisor
Mariner Wealth Advisors —Tulsa, OK
- $150,000 - $200,000 a year
- Full-time
- Office
- Bachelor's degree
- Team management
Wealth Advisor
STRIDE BANK NA —Oklahoma City, OK
- Full-time
- CPA
- 5 years
- Data analysis skills
2d
Specialty Asset Manager I
BOK Financial —Oklahoma City, OK
- Word processing
- Mid-level
- Office
- Life insurance
5d
Wealth Management Client Associate
Bank of America —Tulsa, OK
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Wealth Planner
Bank of America —Oklahoma City, OK
- Full-time
- Background check
- Mid-level
- Office
Equity Trader
BOK Financial —Tulsa, OK
- Word processing
- Mid-level
- Office
Wealth Advisor
Mariner Wealth Advisors —Tulsa, OK
- Full-time
- 5 years
- Research
- Office
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
Senior Investment Manager
BOK Financial —Oklahoma City, OK
- Office
- 3 years
- Bachelor's degree
J.P. Morgan Wealth Management - Private Client Investment Associate - Oklahoma City, OK
JPMorganChase —Oklahoma City, OK
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Tax Manager - Private Wealth
Deloitte —Tulsa, OK
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
10d
Merrill Advisor Development Program- Financial Advisor: Oklahoma Market
Bank of America —Oklahoma City, OK
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Financial Advisor - Wealth Management
Merit Financial Advisors —Tulsa, OK
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Trust Officer
BOK Financial —Oklahoma City, OK
- Office
- 3 years
- Analysis skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Yukon, OK
JPMorganChase —Yukon, OK
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Financial Advisor
First Command Financial Services, Inc. —Oklahoma City, OK
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Asset & Wealth Management - Tax Senior Manager
PRICE WATERHOUSE COOPERS —Oklahoma City, OK
- $124,000 - $335,000 a year
- CPA
- 5 years
- Bachelor's degree
- Paid holidays
- Health insurance

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wealth manager jobs near oklahoma

VP, Financial Consultant - Tulsa, OK

Charles Schwab -
Tulsa, OK

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Job Details

$65,000 - $80,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 7
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Tulsa, OK

Requisition ID 2026-123011 Category Retail Branch Position type Regular Pay range USD $65,000.00 - $80,000.00 / Year Application deadline 2026-07-10

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role,you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal.You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will beprocuredwith the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,you’llgrowyourpractice holistically through client asset consolidation, networking, and earning client referrals.If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 licenserequired
Obtaining oracquiringFINRASeries 66 (63/65) license and Life & Health Insuranceas it will berequiredduring your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepenthe client relationshipby

ing a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Openness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to providean outstandinginvestor experience inadditionalto furthering your own professional development in Wealth Management.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

wealth manager jobs in oklahoma

VP, Financial Consultant - Tulsa, OK

Wealth Management Trainee (OK)

Wealth Management Trainee (OK)

Senior Wealth Advisor

Wealth Advisor

Specialty Asset Manager I

Wealth Management Client Associate

Wealth Planner

Equity Trader

Wealth Advisor

Financial Advisor - Oklahoma City, OK

Senior Investment Manager

J.P. Morgan Wealth Management - Private Client Investment Associate - Oklahoma City, OK

Tax Manager - Private Wealth

Merrill Advisor Development Program- Financial Advisor: Oklahoma Market

Financial Advisor - Wealth Management

Trust Officer

J.P. Morgan Wealth Management - Private Client Investment Associate - Yukon, OK

Financial Advisor

Asset & Wealth Management - Tax Senior Manager

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Your opportunity

What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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