Senior Wealth Advisor - High-Net-Worth Planning
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-13
Listing for:
Relation Insurance, Inc.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Relation Insurance, Inc. is seeking a Financial Advisor in Tulsa, OK to deliver comprehensive financial planning and investment management for a high-net-worth client base.
You will build trusted relationships, conduct regular plan reviews, and craft strategies across investments, retirement, tax optimization, and estate planning. You will use Money Guide and eMoney to model scenarios, grow assets via referrals, and ensure regulatory compliance while serving as the client’s main advisor.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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