Top 33 Estate advisor Jobs in Oklahoma City, Ok

Client Service Associate
RPOA Advisors Inc —Oklahoma City, OK
- Full-time
- Microsoft Outlook
- Computer literacy
- No high school diploma
Quick Apply
13d
Real Estate Manager (Oklahoma City)
Mercer Advisors —Oklahoma City, OK
- $93,500 - $110,000 a year
- Day shift
- Microsoft Word
- Microsoft Excel
- Office
- Paid parental leave
- Health savings account
Quick Apply
Territory Manager II
Swisher —Oklahoma City, OK
- Merchandising
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Wealth Advisor
STRIDE BANK NA —Oklahoma City, OK
- Full-time
- CPA
- 5 years
- Data analysis skills
Business Development Executive
FASTSIGNS #20112 —Oklahoma City, OK
- Full-time
- No experience needed
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Director, Supplier Performance & Relationship Management
Cushman & Wakefield —Oklahoma City, OK
- $131,750 - $155,000 a year
- Full-time
- 5 years
- Master's degree
- Organizational skills
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor
Edward Jones —Oklahoma City, OK
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Senior Sales Advisor
Curvion Blue —Oklahoma City, OK
- $120,000 - $360,000 a year
- Full-time
- Remote
- Senior level
Quick Apply
MORTGAGE ADVISOR
Great Plains Bank —Oklahoma City, OK
- Basic math
- Mid-level
- Office
Quick Apply
Director of Advancement, Major Giving
Feed The Children Inc. —Oklahoma City, OK
- Hybrid work
- 5 years
- Word processing
- Writing skills
Quick Apply
12d
Senior Private Wealth Strategist
Simmons Bank —Oklahoma City, OK
- Full-time
- Microsoft Word
- Microsoft Excel
- 6 years
Quick Apply
Insurance Agent with Training
Mallett Region - Modern Woodmen of America —Oklahoma City, OK
- $72,900 - $94,600 a year
- Full-time
- Hybrid work
- Military
- Children
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Credit Solutions Advisor - N. Classen
Bank of America —Oklahoma City, OK
- Extended hours
- Background check
- Computer literacy
- Writing skills
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Oklahoma City, OK
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Credit Solutions Advisor - Quail Springs
Bank of America —Oklahoma City, OK
- Extended hours
- Background check
- Computer literacy
- Writing skills
10d
U.S. Private Bank - AWM Program Analyst
JPMorganChase —Oklahoma City, OK
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
13h
Senior Corporate Accountant
WARWICK INVESTMENT GROUP LLC —Oklahoma City, OK
- Full-time
- Hybrid work
- CPA
- Office
- Finance
Quick Apply
Senior Midstream/Marketing Gas Professional
WARWICK INVESTMENT GROUP LLC —Oklahoma City, OK
- Full-time
- Analysis skills
- Bachelor's degree
- Continuous improvement
Quick Apply
Mortgage Loan Officer
CHICKASAW COMMUNITY BANK —Oklahoma City, OK
- Bilingual
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Appraisal Inspector - Tulsa or Oklahoma City, OK
Partner Valuation Advisors LLC —Oklahoma City, OK
- Part-time
- Remote
- Microsoft Outlook
- Up to 50% travel
- English
Quick Apply

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Client Service Associate

RPOA Advisors Inc
Oklahoma City, OK

Quick Apply

Job Details

Full-time
13 days ago

Qualifications

Computer literacy
High school diploma or GED

Full Job Description

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.

Job Description:

The Client Service Associate will serve as the primary point of contact for all client service-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing client requests and questions. The Associate will be relied upon for both professional and personal support in a fast-paced environment. This is a client-focused position that requires a dedicated individual, committed to working hard and maintaining high-quality service standards. Additionally, the Associate will provide backup support for other office tasks as needed.

Job Responsibilities:

Manage the calendar and scheduling database for the Financial Advisor.
Analyze reports to identify necessary actions for client accounts.
Investigate and resolve client issues.
Prepare for meetings and appointments.
Collect, organize, and analyze personal and financial information for clients.
Prepare and verify client forms, applications, and other required documents.
Update and maintain the client database.
Handle general office duties such as answering phones and managing USPS/UPS mail.

Additional key responsibilities:

Address client inquiries and concerns, escalating issues as needed to the appropriate teams and ensuring client satisfaction with issue resolution.
Oversee the entire process of opening, transferring, and closing client accounts, ensuring proper procedures are followed.
Maintain strong relationships with clients, remaining available to provide support as needed.

Job Qualifications:

Education:

High school diploma or equivalent required
Degree not required—strong experience and Client Service skills are highly valued

Experience & Skills:

Background in Finance or Financial Planning preferred.
3 to 5 years of financial services experience preferred.
Ability to effectively interact with high-net-worth clients.
Excellent interpersonal and organizational skills.
Strong financial and analytical capabilities.
Proficient in computer skills, including advanced internet knowledge and MS Office applications.
Ability to work independently to research and resolve client issues.
Knowledge of the necessary paperwork and procedures to process transactions.
Strict adherence to confidentiality.
Comfortable working with executive-level officers.
Strong problem-solving skills and a goal-oriented team player willing to complete any task required within the firm.
Commitment to aligning with Retirement Planners of America’s core values.
Proficient in using computers and skilled in Word, Excel, Outlook, and PowerPoint.
Familiar with Salesforce or similar CRM platforms.
Strong interpersonal, organizational, and communication skills.
Applicants must be authorized to work in the United States without sponsorship.

Quick Apply

Refine Your Search

estate advisor jobs in oklahoma city, ok

Client Service Associate

Real Estate Manager (Oklahoma City)

Territory Manager II

Wealth Advisor

Business Development Executive

Director, Supplier Performance & Relationship Management

Financial Advisor

Senior Sales Advisor

MORTGAGE ADVISOR

Director of Advancement, Major Giving

Senior Private Wealth Strategist

Insurance Agent with Training

Credit Solutions Advisor - N. Classen

Senior Financial Advisor – Experienced Professionals

Credit Solutions Advisor - Quail Springs

U.S. Private Bank - AWM Program Analyst

Senior Corporate Accountant

Senior Midstream/Marketing Gas Professional

Mortgage Loan Officer

Appraisal Inspector - Tulsa or Oklahoma City, OK

I want to receive the latest job alert for estate advisor in oklahoma city, ok

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