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Senior Wealth Advisor High-Net-Worth Clients
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-06-24
Listing for:
Mariner
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Mariner in Tulsa, Oklahoma is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. You will collaborate with the wealth management team to create customized financial strategies that align with client goals.
The ideal candidate should possess a Bachelor’s degree, Series 65, CFP or CFA certification, and 5+ years of relevant experience. This role offers opportunities for professional growth while actively engaging and leading client relationships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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