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Financial Planning Advisor | Client Service & Strategy
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-01
Listing for:
Merit Financial Advisors
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Merit Financial Advisors is looking for a Service Advisor to support their advisory team in delivering financial planning and investment advice in Tulsa, Oklahoma. The role involves direct client interaction, helping implement advisors' strategies, and preparing comprehensive financial plans.
Ideal candidates will have a Bachelor’s degree in Finance or a related field and hold the necessary financial licenses to succeed. Merit offers competitive compensation and a comprehensive benefits package including medical and dental insurance, a 401(k) plan with matching, and generous paid time off.
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