iLocatum

Tulsa, OK

Associate Financial Advisor

JUNIOR FINANCIAL ADVISOR

JUNIOR FINANCIAL ADVISOR COMPANY OVERVIEW:

We are seeking candidates for a leading player in the industry. If chosen, you will have the opportunity to advance your career with an organization that highly values its employees and actively invests in their success. Join our team and thrive in a culture that emphasizes the importance of people and delivers exceptional quality.

JUNIOR FINANCIAL ADVISOR BENEFITS:

We offer a competitive salary based on experience.

Comprehensive benefits include:

· Healthcare

· Dental coverage

· 401K retirement plan

JUNIOR FINANCIAL ADVISOR RESPONSIBILITIES:

Join our fast-paced and friendly financial advisory office in Tulsa, Oklahoma as a key member of our growing team. As a full-time Junior Financial Advisor, you will receive a base salary plus performance-based bonuses. We will mentor you as you develop your skills and establish a clientele that you will serve. Your main tasks will include providing financial advisory services to clients, assisting in the creation of financial plans, and offering guidance on investment decisions. You will be expected to maintain high ethical standards and comply with relevant regulations in all your interactions and work activities. Additionally, you will be responsible for both nurturing existing client relationships and attracting new clients.

JUNIOR FINANCIAL ADVISOR REQUIREMENTS:

· Knowledge or strong interest in financial planning, retirement planning, investments, and financial advisory services

· Excellent interpersonal skills and ability to build relationships with clients

· Strong communication and presentation abilities

· Capacity to collaborate effectively with financial advisors and other professionals in a team environment

· Ability to analyze complex financial information and provide recommendations to clients


JUNIOR FINANCIAL ADVISOR QUALIFICATIONS:

· Minimum of 5 to 7 years of professional experience, preferably in or near Tulsa, OK

· Bachelor’s degree in finance, business, or a related field is preferable

· Previous experience in the financial industry is a plus

· Currently holds or can study for and pass federal and state licenses and registrations for securities, including Series 7, Series 66, and relevant state life, accident, and health insurance licenses within 6 months

· This is a full-time position based in our Tulsa, OK office, where you will work alongside friendly and collaborative colleagues

JUNIOR FINANCIAL ADVISOR APPLY NOW:

Take the next step in your career by applying today.

JUNIOR FINANCIAL ADVISOR Tulsa, OK

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