Junior Financial Planner – Client-Focused Advisor
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-08-31
Listing for:
JoCo
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
JoCo is seeking an Associate Advisor to support the delivery of comprehensive financial plans for clients. This entry‑level role is ideal for a recent graduate eager to grow within a collaborative, client‑focused firm and to work closely with lead advisors to gain hands‑on experience in financial planning and long‑term decision‑making.
You will perform administrative tasks, help develop plans that cover budgeting, insurance, and estate planning, and maintain client records.
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