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Tulsa Financial Solutions Advisor: Build Wealth Plans
Job in
Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a financial advisor to provide clients with customized solutions to achieve their financial goals. Responsibilities include triaging client leads, making referrals, and building comprehensive financial plans.
The ideal candidate will have relevant licenses (Series 7 & 66), a background in finance or sales, and a talent for building client relationships. This full-time role demands effective communication and strong organizational skills, operating typically 40 hours per week with a schedule primarily Monday to Friday.
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