Financial Solutions Advisor – Registration
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
- Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
- Acquire, build and manage client relationships.
- Provide advice and solutions to help clients manage their financial needs.
- Work in a financial center to deliver banking and investment solutions.
- Collaborate with core banking and investment partners.
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
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