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Hybrid Personal Finance Advisor — Client-Focused
Job in
Drumright, Creek County, Oklahoma, 74030, USA
Listed on 2025-12-31
Listing for:
Desjardins Group
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Drumright
A leading financial services firm is seeking a Personal Finance Advisor to develop and sustain relationships with clients. You will provide tailored advice, manage business relationships, and stay updated on market trends. A college diploma and a mutual fund representative certificate are essential, along with two years of relevant experience and knowledge of French. The role offers a hybrid work arrangement, competitive salary, and comprehensive benefits including flexible vacation and pension plans.
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