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Financial Associate: Hybrid Financial Planners
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-01-06
Listing for:
Coast Capital Savings
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A member-owned financial cooperative is seeking a dedicated Financial Associate to enhance member experience while supporting Financial Planners. The role focuses on building strong relationships, providing administrative support, and managing day-to-day operations to help members improve their financial well-being. Ideal candidates should have a relevant financial background with at least 2 years of experience and necessary licenses.
This role offers a competitive salary and hybrid work environment.
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Position Requirements
10+ Years
work experience
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