Financial Advisor Jobs in Tulsa, OK

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Optimize financial performance by executing budgeting, forecasting, and analysis processes. Drive insights through collaboration with cross-functional teams to enhance operational decisions and align...

Unlock strategic insights as a key partner in financial analysis and planning. Collaborate across teams to enhance decision-making, manage budgets, and drive data-driven recommendations in a fast-pace...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Join a team that's committed to transforming financial insights into strategic actions that drive growth. Collaborate across departments to optimize resource allocation and ensure effective financial...

Contribute to strategic finance as a key partner, shaping product strategies via financial analysis, forecasting, and recommendations to drive profitability and operational success across teams...

Transform the financial landscape by managing a $3-5M portfolio, advising 20-40 companies, and leading a team to deliver operational excellence and strategic insights that shape the future of finance...

Lead the charge in driving financial due diligence for M&A engagements, managing buy-side and sell-side advisory processes, while mentoring staff and ensuring exceptional client service and timely del...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Drive the marketing strategy for an ETF asset management firm, overseeing comprehensive campaigns to enhance brand visibility, investor engagement, and asset growth while collaborating closely across...

Join a team that's shaping the future of risk management by assessing complex property exposures, providing strategic insights, and delivering exceptional service to high net worth homeowners with aut...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Champion healthcare solutions by driving process improvements, managing complex projects, and leveraging analytics. Collaborate with top talent to deliver outstanding results and tackle the industry's...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Accelerate progress at the heart of financial strategy, guiding leadership through insightful modeling and forecasts to drive impactful business decisions. Collaborate cross-functionally to enhance op...

Advance your career by driving business growth in the financial sector. Engage prospects, develop relationships, and utilize strategic selling techniques to exceed revenue goals while managing a robus...

Transform the healthcare landscape by collaborating with stakeholders to gather requirements, define processes, and deliver innovative solutions within the core-admin business ecosystem for health pla...

Shape the future of financial operations by leading complex analyses and ensuring accuracy in reporting. Collaborate with diverse teams to drive performance and implement improvements across multiple...

Elevate your career by managing retirement plan conversions while ensuring accuracy in on-boarding and client communications. Collaborate with teams, anticipate client needs, and pursue ongoing profes...

Drive revenue growth by building strategic relationships with enterprise banking accounts. Your focus on lead generation, value-driven solutions, and account management will be key to exceeding sales...

Grow your career with a key role in Corporate Finance, focusing on capital raising, investor relations, and strategic analysis. Contribute to high-impact projects while collaborating across teams to d...

Unlock potential by becoming a vital contributor in a flexible remote role, where you’ll connect with clients, understand their needs, and provide tailored insurance solutions while enjoying comprehen...

Lead the Corporate Finance function, delivering critical insights for forecasting and strategic planning. Collaborate with cross-functional teams to drive financial narratives and optimize operational...

Elevate financial insights by leading revenue forecasting efforts, enhancing processes, and collaborating cross-functionally to drive strategic decision-making and accountability within the finance te...