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Associate Financial Advisor Jobs in Oklahoma (NOW HIRING)

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.50 - $17.25/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential ...

BOK Financial

Client Service Associate

Tulsa, OK

$12.75 - $17.50/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential ...

BOK Financial

Client Service Associate

Tulsa, OK

$13.25 - $18.25/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will advise on federal securities laws, including the Investment Company Act of 1940 ...

UMB Financial

Trust Sales Advisor

Tulsa, OK · Hybrid

$141K - $172K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Community HigherEd

Financial Aid Specialist

Tulsa, OK · On-site

$33K - $44K/yr

... advisement techniques; pertinent laws, rules and regulations; systems control auditing processes; and working knowledge of data systems. Financial Aid Specialist Minimum Requirements: Associates ...

H&R Block

Tax Associate

Muskogee, OK · On-site

$43K - $57K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Hugo, OK · On-site

$49K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Sand Springs, OK · On-site

$50K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Oklahoma City, OK · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Tulsa, OK · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Oklahoma City, OK · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Oklahoma

Associate Financial Advisor information

See Oklahoma salary details

$35.5K

$62K

$103.9K

How much do associate financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for associate financial advisor in Oklahoma is $62,008.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,900.00 and $76,200.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the most commonly searched types of Financial Advisor jobs in Oklahoma?

The most popular types of Financial Advisor jobs in Oklahoma are:

What are popular job titles related to Associate Financial Advisor jobs in Oklahoma?

For Associate Financial Advisor jobs in Oklahoma, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Oklahoma look for?

The top searched job categories for Associate Financial Advisor jobs in Oklahoma are:

What cities in Oklahoma are hiring for Associate Financial Advisor jobs?

Cities in Oklahoma with the most Associate Financial Advisor job openings:

What are popular job titles related to Associate Financial Advisor jobs in OK?

For Associate Financial Advisor jobs in OK, the most frequently searched job titles are:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $62,008 per year, or $29.8 per hour.

Client Service Associate

BOK Financial

Tulsa, OK • On-site

$12.50 - $17.25/hr

Other

Re-posted 15 days ago

Job description

Req ID: 78313
Location: Tulsa -TUL
Areas of Interest: Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 08/28/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
BOKF Performance Plan (D02)
Summary
A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.
Job Description
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. The CSA is responsible for developing relationships with clients and assisting clients with inquiries and problem resolution by performing research on various systems. The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers' efficacy through various technical duties.
Team Culture
We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.
How You'll Spend Your Time
  • You will serve as the first point of contact for clients with high net worth portfolios
  • You will directly communicate with the clients you support for any service needs on their portfolio
  • You will develop relationships with your clients and bankers you support
  • You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions
  • You will perform research and communicate resolutions to your clients

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.
Working Conditions & Physical Requirements
Office - 20 lbs
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.

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