Senior Wealth Advisor
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-13
Listing for:
Relation Wealth Management, Inc.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Relation Insurance Inc. is seeking a Financial Advisor to deliver comprehensive financial planning and investment management services to clients in a dynamic, collaborative environment.
You will develop tailored strategies, manage client relationships, and ensure plans align with long‑term objectives, while monitoring market trends and regulatory changes. The role emphasizes building trust-based client relationships, conducting regular plan reviews, and growing assets under management through
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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