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Hybrid Financial Advisor & Planner - Own Book
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-02-16
Listing for:
Spectrum Financial Group
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Oklahoma City is looking for a Financial Advisor/Planner to provide personalized financial guidance and build strong client relationships. In this full-time hybrid/remote role, you'll conduct financial assessments, prepare customized plans, and deliver strategic advice. Successful candidates will have an entrepreneurial mindset, strong sales mentality, and high integrity in offering fiduciary-level guidance. Join a collaborative team backed by a stable institution, with access to diverse products and cutting-edge tools.
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