Strategic Wealth Advisor Client & Planning
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-07-10
Listing for:
Stride Bank Na
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Stride Bank Na in Oklahoma City seeks a Wealth Advisor to foster client relationships, identify strategic investment opportunities, and drive financial planning by analyzing client data to build robust plans aligned with goals.
The role emphasizes fiduciary service, regular reviews, and collaboration with internal teams to deliver tailored wealth management solutions while staying compliant with regulatory standards and market trends.
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