Wealth Advisor: Retirement & Investment Planning
Job in
Jenks, Tulsa County, Oklahoma, 74037, USA
Listed on 2026-07-23
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Wealth Bridge Financial Group is seeking a motivated Financial Consultant in Oklahoma to help clients achieve their financial goals through tailored advice and strategies. You will assess client needs, develop investment and planning plans, and collaborate with experts to deliver comprehensive wealth management solutions.
The role emphasizes building long-term relationships, using analytical tools, and providing clear financial guidance to diverse clients.
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