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Financial Services Financial Advisor

Senior Wealth Advisor: Private & Institutional

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Simmons Bank
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial institution is seeking a Senior Wealth Specialist to provide exceptional service to Institutional and Private Wealth clients. The successful candidate will handle client inquiries and maintain detailed records to ensure actions are documented accurately. This role involves assisting with complex accounts, preparing reports, and ensuring compliance with relevant regulations. Ideal candidates should have a high school diploma and relevant experience in financial services.

Strong communication skills and proficiency in MS Office are required.
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Position Requirements
10+ Years work experience
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