Archon Resources

TULSA

OKC

NWA

Associate Financial Advisor

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Location: Tulsa, Oklahoma

Job Description

Position: Associate Financial Advisor

Location: Tulsa, OK

Salary/Pay Rate: $55,000

Type: 

Archon Resources is currently looking for a Associate Financial Advisor Direct Hire to join one of our best clients located in Tulsa, OK. This is a Permanent position with full benefits including medical, vision, dental, PTO, & 401k..

Summary:  Step into a pivotal role with a growing team in our Tulsa, Oklahoma office. Help conduct the smooth operation of a fast-paced - and friendly - financial advisory office. This position is full time with a base salary and performance-based bonus compensation

Responsibilities: The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals. The leadership team will guide you as you hone your skills and build a base of clients whom you serve. As an Associate Financial Advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. You will manage client relationships through gathering and analyzing client data, helping to prepare financial plans, and advising clients on their financial planning and investment decisions. You will also consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

 

Requirements:  

  • Knowledge of, or a strong desire and capacity to learn about, financial planning, retirement planning, investments, and financial advisory services.
  • Excellent interpersonal skills and the ability to build advisory relationships with clients.
  • Strong communication and presentation skills.
  • Ability to work in a team environment and collaborate with financial advisors and other professionals.
  • Ability to analyze complex financial information and provide recommendations to clients.
  • Minimum of 5 to 7 years of professional work experience, preferably in the Tulsa, OK area.
  • Bachelor’s degree in finance, business, or related field preferred.
  • Experience working in the financial industry preferred.
  • Currently hold or be able to study for and pass exams within 6 months for federal and state licenses and registrations for securities, including Series 7, Series 66 and State life, accident, and health insurance licenses.
  • Candidate should be a Tulsa metro area resident with an established network of contacts in the area.
  • This job is full time onsite in our Tulsa, OK office with friendly co-workers.

Archon Resources is a top staffing and recruiting firm offering direct hire and contract placement in Tulsa, Dallas, Oklahoma City, Austin, and Northwest Arkansas. Our experienced teams focus on placing IT, Accounting/Finance, and Administrative professionals that can support all your back-office needs. When experience matters, Archon Resources is here to get the job done. Connecting talent, building relationships, and providing better results…This is The Archon Way.
 

To learn more about this opportunity call us at (918) 508-7000.
Apply online at ArchonResources.com.

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