Senior Wealth Advisor High-Net-Worth Clients
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-04-10
Listing for:
Relation Insurance Services
Full Time
position Listed on 2026-04-10
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial advisory firm is seeking a Personal Wealth Advisor in Tulsa, Oklahoma, to develop comprehensive financial plans and manage a book of high-net-worth clients. The ideal candidate has extensive experience in wealth management and is skilled in building client relationships. Responsibilities include ongoing portfolio reviews and staying updated on market trends. A bachelor's degree in finance or a related field is necessary, along with strong communication and ethical standards.
CFP® certification is preferred.
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Position Requirements
10+ Years
work experience
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