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Associate Financial Advisor Jobs in Tulsa, OK (NOW HIRING)

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

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

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

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

TTCU

Credit Union Advisor III - Midtown

Tulsa, OK · On-site

Associate degree in business, finance, or other related discipline preferred. Certificates/Licenses ... Union Advisor Training Program within 90 days of hire. • Must successfully complete CUNA ...

Bizzell Group

SGA Advisor

Tulsa, OK · On-site

Associate of Arts Degree, preferably in a related field. * Minimum of one to three years related experience and/or training. * Experience in student affairs, student leadership, or a related field.

Mariner

Intern, Financial Planning- Tulsa, OK

Tulsa, OK · On-site

$14.25 - $18.25/hr

... advisors through client onboarding, meeting preparation, and the creation of financial plans, and ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Ascension

Talent Advisor

Tulsa, OK · Remote

$65K/yr

We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Ascension

Talent Advisor

Tulsa, OK · On-site +1

$65K - $91K/yr

High School diploma equivalency with 2 years of cumulative experience OR Associate's degree ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

Ci

Senior Wealth Analyst

Tulsa, OK · On-site

$78K - $97K/yr

... Wealth Advisors * Completes financial plans, investment reports, tax and estate analysis as ... Associate Wealth Advisors and/or Wealth Advisor * Data and information gathering * Brings forth ...

Corient

Senior Wealth Analyst

Tulsa, OK · On-site

$85 - $120/hr

... Wealth Advisors* Completes financial plans, investment reports, tax and estate analysis as ... Associate Wealth Advisors and/or Wealth Advisor* Data and information gathering* Brings forth ...

Corient Private Wealth LLC

Senior Wealth Analyst

Tulsa, OK · On-site

$78K - $97K/yr

... Wealth Advisors * Completes financial plans, investment reports, tax and estate analysis as ... Associate Wealth Advisors and/or Wealth Advisor * Data and information gathering * Brings forth ...

BOK Financial

Private Wealth Banker

Tulsa, OK · On-site

Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

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Showing results 41-60

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

Associate Financial Advisor information

See Tulsa, OK salary details

$33.4K

$58.2K

$97.5K

How much do associate financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial advisor in Tulsa, OK is $58,223.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,700.00 and $71,500.00 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 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 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 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 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $61,339 per year, or $29.5 per hour.

Intern, Financial Planning- Tulsa, OK

Mariner Wealth Advisors

Tulsa, OK • On-site

$13.50 - $17.25/hr

Other

Posted 3 days ago

New

Job description

Job Summary:

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.

Essential Duties and Responsibilities:
  • Support client onboarding by preparing and processing necessary paperwork.
  • Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
  • Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
  • Participate in client meeting follow-up tasks including documentation, research, and solution development.
  • Contribute ideas during team discussions on improving client service and business development opportunities.
  • Support client service activities, including account maintenance and money movement processes.
  • Use financial planning and CRM software to assist with plan development and data management.
  • Assist with data entry, plan modeling, and compiling plan deliverables.
  • Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
  • Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
  • Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
  • Major in wealth management, financial planning, finance, or a related field.
  • Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
  • Strong customer service orientation.
  • Excellent organizational and time management skills.
  • Detail-oriented with solid analytical and problem-solving abilities.
  • Comfortable contributing ideas in group settings.
  • Clear and professional written and verbal communication.
  • Ability to communicate complex topics in a simple, relatable way.
  • Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
  • Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.

Supervisory Responsibilities:

  • None
Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Requirement:

None

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

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