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Wealth Management Service Advisor: Plan & Support Clients
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-06-03
Listing for:
Merit Financial Advisors
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Merit Financial Advisors in Tulsa, Oklahoma is seeking a Service Advisor to support the advisory team with financial planning and investment advice. The role involves direct client interaction to implement strategies, prepare financial plans, and provide ongoing support.
Key qualifications include a Bachelor’s degree in Finance or a related field and strong communication skills. This position offers competitive salary and benefits, emphasizing growth and development within the company.
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