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Senior Financial Advisor – UHNW Wealth & Estate Planning
Job in
Muskogee, Muskogee County, Oklahoma, 74403, USA
Listed on 2026-08-22
Listing for:
Sage Search Partners
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sage Search Partners in Oklahoma City is seeking a mid to senior level financial advisor to join our private, $1B+ AUM multi-family office. You will work with senior leadership on sophisticated client work—business sales, asset allocations, estate planning, and charitable strategies.
This is a growth hire, with on-site work, serving ultra-high-net-worth clients ($5M+ households) and leading complex client meetings with clear, actionable recommendations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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