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Associate Financial Advisor Jobs in Tulsa, OK (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 · 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

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

... 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

$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 ...

Raising Cane's

Customer Service Associate

Tulsa, OK · On-site

$12/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Tulsa, OK

Associate Financial Advisor information

See Tulsa, OK salary details

$31.9K

$55.6K

$93.1K

How much do associate financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial advisor in Tulsa, OK is $55,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,100.00 and $68,200.00 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 Tulsa, OK? The most popular types of Financial Advisor jobs in Tulsa, OK are:
What are popular job titles related to Associate Financial Advisor jobs in Tulsa, OK? For Associate Financial Advisor jobs in Tulsa, OK, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Tulsa, OK look for? The top searched job categories for Associate Financial Advisor jobs in Tulsa, OK are:
What cities near Tulsa, OK are hiring for Associate Financial Advisor jobs? Cities near Tulsa, OK with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Tulsa, OK as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $55,558 per year, or $26.7 per hour.

Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center

Bank of America

Tulsa, OK • On-site

Full-time

Posted 17 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 525 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.


This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Required skills:

  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
  • Communicates clearly and confidently with clients from all walks of life.
  • Works well with others and collaborates productively to get things done.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.


Desired skills:

  • Strong computer skills with an ability to multitask in a demanding environment.
  • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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