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Hybrid Associate Financial Advisor: Path to Lead Advisor

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Strategic People Advisors
Full Time position
Listed on 2026-07-20
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
Job Description & How to Apply Below

Strategic People Advisors seeks an Associate Financial Advisor to join a prominent wealth management team appointed with One America Financial®. You will work alongside Senior Partners, analyzing client data and contributing to strategy design within active client cases.

The role offers a professional hybrid schedule after training, a structured licensing plan (Series 7/66 and Life & Health), a clear three-year path to Lead Advisor, and a compensation package of 50k to 100k annually with bonuses

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Position Requirements
10+ Years work experience
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