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Senior Wealth Advisor & Personal Financial Planner

Job in Midwest City, Oklahoma County, Oklahoma, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 59700 - 84300 USD Yearly USD 59700.00 84300.00 YEAR
Job Description & How to Apply Below

The Hispanic Alliance for Career Enhancement is hiring a Financial Advisor & Planner to assist Personal Wealth investment clients in achieving financial success. This role requires fluency in English and Spanish, in addition to a minimum of a bachelor’s degree in finance or related fields.

Responsibilities include managing clients' portfolios, providing comprehensive financial planning, and ensuring high levels of client satisfaction. A background in financial services with relevant FINRA registrations is mandatory. Join our supportive and inclusive team and make a difference in clients' lives.

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Position Requirements
10+ Years work experience
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