Wealth Management Financial Advisor – Client
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Summit Financial Group, Inc. in Tulsa is hiring a Financial Advisor to provide guidance to existing wealth management clients and expand Summit’s client base.
You will report to the President, Retirement Plans and focus on preparing reports, answering inquiries, and building strong client relationships to ensure retention. The role requires strong service skills and knowledge of investment sales, with a salary DOE plus commission;
Series 7 and Series 66 licenses and a Finance degree are
We are looking to fill the Wealth Management Financial Advisor – Client Growth position at Summit Financial Group, Inc. in Tulsa, OK, United States.
This role is for the Wealth Management Financial Advisor – Client Growth role at Summit Financial Group, Inc.
We are seeking a motivated Wealth Management Financial Advisor – Client Growth to join Summit Financial Group, Inc. in Tulsa, OK, United States.
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