Investment Advisor Jobs in Tulsa, OK

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Elevate your career by providing top-tier investment management support to Wealth Advisors, ensuring seamless portfolio implementation and strategic consulting with a focus on enhancing client experie...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

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...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Transform administrative operations by leading our Client Service Associates team. Leverage your expertise in the financial services sector to enhance advisor support and drive business success throug...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Lead and oversee development teams while driving innovative software solutions across platforms like Salesforce and Workday, ensuring technical excellence and best practices for project delivery. Ment...

Champion financial system excellence by collaborating with cross-functional teams to enhance reporting processes, support month-end close, and drive compliance improvements for informed decision-makin...

Partner with us to drive innovation in wealth management by leading legal counsel for product development. Collaborate with cross-functional teams to ensure compliance while delivering impactful solut...

Manage strategic relationships with Third-Party Administrators, driving growth and retention while collaborating across teams to enhance service solutions. Connect with senior leadership and lead busi...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Engage with clients to create personalized financial plans while growing your network. Provide exceptional service and expert advice as you support clients through various life stages and achieve thei...

Elevate your career by building a rewarding financial advisory practice, where you’ll create personalized financial plans and cultivate lasting client relationships to drive growth and achieve their f...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Transform large-scale Facilities initiatives through strategic coordination, risk management, and resource planning. This role drives efficiency and alignment across projects, supporting enterprise go...

Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...