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Community-Driven Financial Advisor

Job in Bartlesville, Washington County, Oklahoma, 74005, USA
Listing for: Modern Woodmen of America
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services organization in Bartlesville is seeking a community-oriented financial representative. This role involves delivering personalized investment solutions and creating financial plans while ensuring information accuracy. Responsibilities include networking, engaging with clients to provide information about services, prospecting for appointments, and participating in community activities. The company offers extensive training and comprehensive benefits including insurance and retirement plans.
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