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Senior Wealth Advisor & Personal Financial Planner
Job in
Midwest City, Oklahoma County, Oklahoma, USA
Listed on 2026-07-01
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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