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Senior Wealth Advisor & Team Lead HNW Clients
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-05-31
Listing for:
Mariner
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm is seeking a Senior Wealth Advisor in Tulsa, OK, to lead a team and develop comprehensive wealth plans. Candidates must possess a Bachelor’s degree and at least 10 years of relevant experience. The ideal candidate will demonstrate strong leadership, superb interpersonal skills, and a commitment to client cultivation. A clean U4 and certifications such as Series 65, CFP, or CFA are required.
Join a firm that values progressive professional growth and community engagement.
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Position Requirements
10+ Years
work experience
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