Job Description
Join our award-winning financial advisory team in Tulsa and help clients achieve their financial dreams. We're seeking a passionate Part-Time Financial Advisor to deliver personalized wealth management solutions to high-net-worth individuals and families. Enjoy flexible scheduling, competitive compensation, and ongoing professional development in a supportive environment.
Responsibilities
- Develop comprehensive financial plans for clients covering investments, retirement, and tax strategies
- Build and maintain strong client relationships through regular portfolio reviews and market updates
- Conduct needs analysis to identify financial opportunities and risks
- Present complex financial concepts in clear, actionable recommendations
- Collaborate with cross-functional teams to deliver holistic client solutions
- Stay current on industry regulations and market trends
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 or 66 license (or ability to obtain within 90 days)
- 2+ years of financial planning/advisory experience
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Proven track record in client relationship management
- Proficiency in financial planning software (e.g., MoneyGuidePro)