Wealth Advisor
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-09-01
Listing for:
Stride Bank Na
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Job Details
Job Location:
OKC-Gaillardia - Oklahoma City, OK 73142
Position Type:
Full Time Education Level: 4 Year Degree Travel Percentage:
Negligible Job Shift: Day Job Category:
Banking
- Partners with clients to identify, understand, and refine their financial goals; educates them on available financial services and investment opportunities.
- Analyzes clients’ financial status and develops recommendations that help them work towards well-defined financial objectives.
- Ensures client satisfaction and retention by developing and implementing appropriate financial solutions, building meaningful and long-lasting relationships.
- Acts as a fiduciary, placing clients’ interests and outcomes first.
- Conducts regular reviews with clients to update their financial plans as needed.
- Develops a professional network to drive business; proactively seeks new client opportunities.
- Leverages knowledge of the Bank’s internal systems for financial planning and cash flow analysis to drive business objectives.
- Ensures compliance with all relevant regulations and standards.
- Keeps current with financial markets, industry trends, and relevant regulatory updates, to advise internal teams and leadership when needed.
Non
- Essential Functions:
Performs other duties as assigned.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field, required.
- 5+ years’ experience in client-facing financial services role, required.
- CFA, CFP, CPA, or JD, preferred.
- Strong knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management.
- Strong understanding of wealth management concepts, investment opportunities, and financial markets.
- Prior success selling financial services.
- Excellent networking, relationship management, and client service skills.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to communicate complex financial solutions to clients.
- Ability to work independently and in a team environment.
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