More jobs:
Financial Advisor
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-02-16
Listing for:
The Well
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Overview
💰 $100K–$150K base + bonus | Equity path | Full benefits + 401(k) match
Our client—a fast-growing, fee-only wealth management firm in Tulsa—is adding a Financial Advisor to help serve and grow a high-net-worth client base.
If you're a planning-first advisor who loves working in a true ensemble team
, this is a standout opportunity.
- Bring in HNW and UHNW relationships through your network
- Lead planning + investment conversations with full team support
- Use direct indexing + private markets in customized portfolios
- Drive smooth, tax-aware asset transitions
- Contribute to firm growth + future expansion
- HNW advisory experience
- A real, activatable network
- Series 65/66 preferred;
CFP preferred
- Competitive base + bonus
- Equity potential for impact players
- Employer-paid benefits + 401(k) match
- Hybrid flexibility (Monday morning in-office)
- Strong planning + investment support so you can focus on clients
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×