OklahomaCityRecruiter Since 2001
the smart solution for Oklahoma City jobs

Financial Advisor

Company: Adaptation Financial---
Location: Oklahoma City
Posted on: April 10, 2021

Job Description:

READY TO BUILD YOUR BOOK OF BUSINESS? Your business starts with your community. Your drive to build relationships with your clients and centers of influence in your local network will provide the path to build a significant book of business and financial freedom. At Adaptation you own your business, but you are never alone. Our family of advisors and support teams work together to serve our clients across the United States. Decades of experience and passion for organic growth continues to drive the development and success of the firm and you. Are you ready to bring your track record of success to our growing financial services firm? ARE YOU AN EXPERIENCED ADVISOR?Ambitious achievers thrive in environments where they are no longer bound by restrictive cultures and are released to experience unlimited earning potential. Adaptation is committed to supporting our team in order make a difference in your clients' lives. We are prepared to help you pass your required licensing exams and provide financial support during your practice's first years. Your personal drive and Adaptation's training and support will propel your success and equip you to provide personalized legacy-building solutions for your clients. IDEAL

  • Entrepreneurial
  • Results -driven
  • Self-motivated and driven
  • Passionate about helping others
  • Diligent and hard-working
  • Ambitious
  • Articulate
  • Integrity
  • Strong work ethic
  • Team Player ROLE EXPECTATIONS
    • Actively work to build and maintain your referral network and centers of influence
    • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
    • Provide information/education to clients about the purpose and details of financial products, services and strategies.
    • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
    • Contact clients periodically to determine if there have been changes in their financial status.
    • Continually engage in professional development including but not limited to the following areas: designing insurance products as an investment, estate planning strategies, and gathering assets under management. REQUIREMENTS
      • A four-year college degree is preferred but not required
      • Relevant professional FINRA securities registrations -- If you do not have the following, you will be required to attain state life and health licenses and FINRA Series 6/7 and 66 registrations
      • Must be authorized to work in the United States We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial planning offered through Adaptation Financial Advisors, Inc., a Registered Investment Advisor. Adaptation Financial Advisors, Inc. and Cambridge are not affiliated. The information detailed is strictly informational and not an offer letter, not a comprehensive job description or promise of employment at Adaptation Financial---. It is intended solely for the purpose of describing the general position of a financial professional of Adaptation Financial---.

Keywords: Adaptation Financial---, Oklahoma City , Financial Advisor, Accounting, Auditing , Oklahoma City, Oklahoma

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Accounting Clerk
Description: Ref ID: 03500-0011746761Classification: Staff AccountantCompensation: 17.00 to 23.00 hourlyIf you're looking to build your career in accounting, there's currently a Staff Accountant position through (more...)
Company: Robert Half
Location: Oklahoma City
Posted on: 04/19/2021

Mail Processor - Postal Service
Description: MAIL PROCESSOR - POSTAL SERVICE NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees. The Postal (more...)
Company: USA Labor Services
Location: Lawton
Posted on: 04/19/2021

Customer Service
Description: Description: Hyatt is a place where high expectations aren't just met-they're exceeded. It's a place of outstanding rewards, where talent opens doors to exciting challenges in the hospitality industry. (more...)
Company: Hyatt
Location: Oklahoma City
Posted on: 04/21/2021


Dictation Transcription - Financial, Corporate and Legal - 2:00 to 6:00 pm EST
Description: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected (more...)
Company: VIQ Solutions Inc
Location: Edmond
Posted on: 04/19/2021

ONLINE MEDICAL BILLING & CODING TRAINING - LEARN FROM HOME
Description: Interested in Online Medical Billing Coding Training My Medical Career Can Help br ul br Rapid ONLINE Training-- br National Accreditation br Financial Aid Assistance ---- br Career Placement (more...)
Company: My Medical Career
Location: Edmond
Posted on: 04/19/2021

Accounting Clerk
Description: Job Description: CF Industries is a global leader in transforming natural gas into nitrogen. The chemical processes we use ensure we have the nitrogen we need to support life on earth - from fertilizer (more...)
Company: CF Industries
Location: Woodward
Posted on: 04/21/2021

Auditor I - Audit Services Division Gross Production Claims
Description: Auditor I - Audit Services Division Gross Production Claims Indicate which particular position you are applying for in the subject line of the email. ---------------------------------------------------------------------------------------------------- (more...)
Company: State of Oklahoma
Location: Oklahoma City
Posted on: 04/21/2021

Accounting Coordinator
Description: Job DetailsLevelExperiencedJob LocationGlobalHealth OKC - Oklahoma City, OKRemote TypeN/APosition TypeFull TimeEducation LevelHigh School or EquivalentSalary RangeUndisclosedTravel PercentageOccasionalJob (more...)
Company: GLOBALHEALTH HOLDINGS LLC
Location: Oklahoma City
Posted on: 04/19/2021

Lead Architect - Finance Ecosystem
Description: Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property (more...)
Company: Travelers
Location: Oklahoma City
Posted on: 04/19/2021

CFO
Description: The--Chief Financial Officer --is responsible for executing the agency's financial strategy, overseeing the financial operations and leading the finance team.-- The CFO will report to and work closely (more...)
Company: The Greater Oklahoma City Hispanic Chamber of Comm
Location: Oklahoma City
Posted on: 04/21/2021

Log In or Create An Account

Get the latest Oklahoma jobs by following @recnetOK on Twitter!

Oklahoma City RSS job feeds