Financial Advisor

Company: Jobot
Location: Oklahoma City
Posted on: January 15, 2022

Job Description:

#1 Financial Advising firm in Oklahoma and Texas!

This Jobot Job is hosted by Davis Greinke

Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.

Salary $60,000 - $120,000 per year

A Bit About Us

Based in the beautiful OKC, we are the #1 ranked Financial Advisory firm in Oklahoma and Texas! We help our clients evaluate their financial environment and navigate their way to financial peace via investments, estate, insurance, and tax advisory. Our practice is built on the foundation that our people mean more to us than anything else! What that means for you, is that we expect you to enjoy a work-life balance that promotes personal health, well-being and family life!

If you are a Financial Advisor with experience looking to enjoy a promising work-life balance, then please read on.....

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful and Impactful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!

Job Details

Is your background a fit? Apply if you meet this criteria

BS/MS in Business Administration, Accounting or similar plus
2+ years of experience
Licensed CFP, CLU, ChFC, RICP, and/or REBC
Some travel to local client offices
Experience developing new clients and advising high net worth individuals

We can offer you the opportunity to work with State-of-the-Art Clients making a meaningful impact through your work! Help us continue to grow and revolutionize the way CPA firms treat their employees! Join us and enjoy accelerated career growth with an exciting life balance at a top-ranked CPA firm!

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Oklahoma City , Financial Advisor, Accounting, Auditing , Oklahoma City, Oklahoma