Financial Strategist
Edmond, Oklahoma County, Oklahoma, 73034, USA
Listed on 2026-09-14
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Finance & Banking
Wealth Management, Financial Analyst, Financial Advisor / Consultant, Portfolio & Asset Management
About Wymer Brownlee
Wymer Brownlee Wealth Strategies is an Oklahoma-based, integrated tax, accounting, and investment firm serving clients across Oklahoma City, Edmond, Enid, Tulsa, Bartlesville, and Fairview. We take a holistic approach to our clients' financial lives - our Wealth Advisors and tax professionals work side by side, so every strategy accounts for both the portfolio and the tax picture behind it. Beyond personal wealth management, we also offer consulting services to help our clients' businesses grow alongside their personal goals.
We're driven by more than numbers - we're driven by our clients' dreams: owning a home away from home, giving generously to their community, or leaving a legacy for their family. We build that trust by holding ourselves to a personal value system rooted in honesty, integrity, and gratitude, and by investing in the communities we serve - including through our own Grants for Gratitude program.
For our team, that same philosophy applies internally: we invest in your growth for the long term, just as we do for our clients.
This position begins as a Client Service Associate (CSA), where you'll build the operational foundation - processing client account paperwork, maintaining systems, and coordinating workflow between our Wealth Advisors and home office. During this phase, you'll also begin self-study for your securities and insurance licensing (fully covered by Wymer Brownlee). Once training is complete, you'll transition into the full Financial Strategist role, where you'll work directly alongside Wealth Advisors to prepare the analysis, reports, and documentation behind each client's financial plan - covering investments, estate planning, tax strategy, debt management, and insurance.
WhatYou'll Do
- Prepare financial analyses across investments, estate planning, tax, debt, and insurance
- Support client presentations and help execute investment strategies
- Compile Required Minimum Distribution (RMD) lists and manage compliance logs
- Assist with company retirement plan coordination
- Build genuine expertise in Wymer Brownlee's services so Wealth Advisors can rely on you
- College degree in Finance or a related field
- Willingness to pursue Series 7, Series 66 (or 65/62), and Insurance licensing within 6-9 months
- Strong attention to detail, accountability, and a client-first mindset
- A team player who thrives in a collaborative, high-trust environment
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