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Entry Level Financial Planner Jobs in Tulsa, OK (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Bixby, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Jenks, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Okmulgee, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Glenpool, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Sapulpa, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Tulsa, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Owasso, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Claremore, OK · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

ACES

BCBA

Tulsa, OK

$90K - $105K/yr

... and financial planning assistance. * Technology Support: Receive a company-paid laptop and ... Possess enthusiasm for training, managing, and supporting entry-level staff. * Compliance: Meet ...

ACES

BCBA

Owasso, OK · On-site

$90K - $105K/yr

... and financial planning assistance. * Technology Support: Receive a company-paid laptop and ... Possess enthusiasm for training, managing, and supporting entry-level staff. * Compliance: Meet ...

ACES

BCaBA

Tulsa, OK · On-site

$75K - $85K/yr

... and financial planning assistance. * Technology Support: Receive a company-paid laptop and ... Possess enthusiasm for training, managing, and supporting entry-level staff. * Compliance: Meet ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Tulsa, OK

Entry Level Financial Planner information

See Tulsa, OK salary details

$43.8K

$83.8K

$120.9K

How much do entry level financial planner jobs pay per year?

As of Aug 27, 2026, the average yearly pay for entry level financial planner in Tulsa, OK is $83,820.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,900.00 and $88,400.00 per year, depending on experience, location, and employer.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Tulsa, OK?

The most popular types of Financial Planner jobs in Tulsa, OK are:

What are popular job titles related to Entry Level Financial Planner jobs in Tulsa, OK?

For Entry Level Financial Planner jobs in Tulsa, OK, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planner jobs in Tulsa, OK look for?

The top searched job categories for Entry Level Financial Planner jobs in Tulsa, OK are:

What cities near Tulsa, OK are hiring for Entry Level Financial Planner jobs?

Cities near Tulsa, OK with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Tulsa, OK as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $88,306 per year, or $42.5 per hour.

Production Planner - Artificial Lift

Tulsa, OK • On-site

Halliburton
Health Care and Social Assistance • 10K+ employees

7.2

Company rating: 7.2 out of 10

Based on 136 frontline employees who took The Breakroom Quiz

340th of 450 rated engineering

People enjoy working here

Good employer

Paid breaks

Learn more about Halliburtonexternal

Full-time

Re-posted 10 days ago

Job description

We are looking for the right people - people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world's largest providers of products and services to the global energy industry.
Job Duties
  • Under direct supervision, the Production Planner is responsible for production order management and daily execution on the shop floor
  • This job is the first level in the Manufacturing Scheduling job family
  • At this level, the Production Planner has limited autonomy to deviate from established processes, but is expected to develop their understanding of the principles necessary to exercise such judgment at the upper levels of the Manufacturing Scheduling job family
  • Experience with production planning, scheduling, and tracking priorities in a manufacturing environment
  • Proven ability to create, document, and improve processes to support operational efficiency
  • Advanced proficiency in Microsoft Excel, including formulas, pivot tables, VLOOKUP/XLOOKUP, charts, and data analysis
  • Ability to generate, analyze, and present reports to support business decisions and operational performance
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Self-motivated with the ability to work independently and drive continuous improvement initiatives
  • Understanding of KPIs, inventory accuracy, and planning metrics preferred

Qualifications
Work Authorization: Candidates who are not legally authorized to work in the United States will not be considered. Halliburton will not sponsor applicants for work visas for this position.
  • Requires a high school diploma or equivalent required
  • Minimum of two years working in manufacturing, procurement, or customer service; previous manufacturing or production planning experience preferred
  • Effective communication and collaboration skills across departments
  • Experience working with SAP systems preferred
  • Strong analytical and problem-solving skills with attention to detail

World Class Benefits
At Halliburton, we're committed to providing you and your family with a comprehensive and affordable benefits package - which means we offer support for your physical, emotional, financial and parental needs, both now and in the future. When you join our team, you'll have access to a wide range of resources designed to help you thrive at work and at home.
By clicking here, you can review a summary of the benefits available once you join.
Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
Location
835 W 41st St South, Tulsa, Oklahoma, 74104, United States
Job Details
Requisition Number: 208964
Experience Level: Entry-Level
Job Family: Manufacturing & Supply Chain
Product Service Line: Artificial Lift
Full Time / Part Time: Full Time
Additional Locations for this position:
Compensation Information
Compensation is competitive and commensurate with experience.
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About Halliburton

Sourced by ZipRecruiter

Halliburton, headquartered in Houston, TX, US, is a world-renowned corporation in the oilfield services industry. Established in 1919, the company has made significant inroads in the energy sector, playing a pivotal role in oil and gas explorations across the globe. One can visit their official website, halliburton.com, to learn more about their business operations, products, and services. Halliburton specializes in a broad spectrum of services including locating hydrocarbons, managing geological data, drilling and formation evaluation, well construction and completion, and optimizing production throughout the life of the field. Halliburton’s mission is to maximize the value of oil and gas assets.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Houston, TX, US

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