Top 77 Financial planner Jobs in Oklahoma City Ok

Financial Advisor - Oklahoma City
Thrivent —Oklahoma City, OK
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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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
Financial Consultant
WealthBridge Financial Group —Oklahoma City, OK
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Oracle Financial Accounting Hub Consultant
Accenture —Oklahoma City, OK
- Full-time
- Oracle
- Team management
- US work authorization
- Paid holidays
- Disability insurance
General Counsel
American Fidelity Assurance —Oklahoma City, OK
- Full-time
- Senior level
- Banking
- 10 years
Financial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City Market
Bank of America —Oklahoma City, OK
- Full-time
- Background check
- Customer service
- Mid-level
5d
Financial Solutions Advisor Registration Candidate - West Financial Center (Bi-Lingual Spanish Required)
Bank of America —Oklahoma City, OK
- Full-time
- Background check
- Spanish
- Mid-level
- Opportunities for advancement
Wealth Planner - EGP
Bank of America —Oklahoma City, OK
- Full-time
- Background check
- Mid-level
- Office
Wealth Advisor
STRIDE BANK NA —Oklahoma City, OK
- Full-time
- CPA
- 5 years
- Data analysis skills
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish Preferred
Bank of America —Oklahoma City, OK
- Full-time
- Background check
- Spanish
- Office
Financial Crimes Partner Advisor
STRIDE BANK NA —Oklahoma City, OK
- Full-time
- Writing skills
- Mid-level
- 3 years
Financial Advisor
First Command Financial Services, Inc. —Oklahoma City, OK
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Workday Certified Financials WSS/CLM/Evisort Consultant
Accenture —Oklahoma City, OK
- $59,100 - $196,000 a year
- Full-time
- Oracle
- Mid-level
- US work authorization
- Paid holidays
- Disability insurance
12d
Senior Wealth Strategy Consultant
Curvion Blue —Oklahoma City, OK
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Workday Certified Financials Accounting Center/Prism Consultant
Accenture —Oklahoma City, OK
- $59,100 - $196,000 a year
- Full-time
- Oracle
- Team management
- Travel
- Paid holidays
- Disability insurance
Financial Solutions Advisor Consumer Investments - Oklahoma City Market
Bank of America —Oklahoma City, OK
- Full-time
- Background check
- Writing skills
- Mid-level
11d
Managing Director
WealthBridge Financial Group —Oklahoma City, OK
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Trainee (OK)
Bankers Life —Oklahoma City, OK
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
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
Personal Financial Counselor, Assignment Ready Counselor, PFC, Oklahoma
Magellan Health —Oklahoma City, OK
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level

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financial planner jobs near oklahoma city ok

Financial Advisor - Oklahoma City

Thrivent -
Oklahoma City, OK

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Job Details

Benefits

Paid training
AD&D insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

FINRA
Life insurance knowledge
Health insurance
Securities Industry Essentials
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#CAMLrg

Work Location: In person

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Refine Your Search

financial planner jobs in oklahoma city ok

Financial Advisor - Oklahoma City

Financial Advisor - Oklahoma City, OK

Financial Consultant

Oracle Financial Accounting Hub Consultant

General Counsel

Financial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City Market

Financial Solutions Advisor Registration Candidate - West Financial Center (Bi-Lingual Spanish Required)

Wealth Planner - EGP

Wealth Advisor

Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish Preferred

Financial Crimes Partner Advisor

Financial Advisor

Workday Certified Financials WSS/CLM/Evisort Consultant

Senior Wealth Strategy Consultant

Workday Certified Financials Accounting Center/Prism Consultant

Financial Solutions Advisor Consumer Investments - Oklahoma City Market

Managing Director

Wealth Management Trainee (OK)

Senior Financial Advisor – Experienced Professionals

Personal Financial Counselor, Assignment Ready Counselor, PFC, Oklahoma

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