2

Entrylevel Financial Advisor Jobs in Oklahoma (NOW HIRING)

next page

Showing results 1-20

Entrylevel Financial Advisor information

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What job categories do people searching Entrylevel Financial Advisor jobs in Oklahoma look for? The top searched job categories for Entrylevel Financial Advisor jobs in Oklahoma are:
What cities in Oklahoma are hiring for Entrylevel Financial Advisor jobs? Cities in Oklahoma with the most Entrylevel Financial Advisor job openings:

Budget Analyst - CCaR B-1 (WBN) - 1.2.03 with Security Clearance

Credence Management Solutions

Oklahoma City, OK • On-site

Other

Re-posted 4 days ago


Job description

Overview At Credence, we support our clients' mission-critical needs, powered by technology. We provide cutting-edge solutions, including AI/ML, enterprise modernization, and advanced intelligence capabilities, to the largest defense and health federal organizations. Through partnership and trust, we increase mission success for war-fighters and secure our nation for a better future. We are privately held, are repeatedly recognized as a top place to work, and have been on the Inc. 5000 Fastest Growing Private Companies list for the last 13 years. We practice servant leadership and believe that by focusing on the success of our clients, team members, and partners, we all achieve greater success. Credence has an upcoming need for a Budget Analyst - CCaRS B-1 (WBN) at the senior level who will be primarily responsible for supporting the B-1 Lancer Division (AFLCMC WBN) at Tinker AFB, OK. The B-1 Lancer division manages readiness and provides logistical, modification, engineering and technical support for the B-1 aircraft system. This division provides complete system management and ensures US airpower through acquisitions excellence by delivering modernization, sustainment, and support to the AF's fleet of B-1 aircraft on-schedule and on-cost. Responsibilities include, but are not limited to the duties listed below * Provide financial management support in the areas of financial analysis, cost estimating, and program integration.
* Assist the F/B Directorate Chief Financial Officer and the entire F/B PEO portfolio; keep senior management informed of program progress and advise leadership of significant financial developments that may impact the mission.
* Determine appropriate financial recommendations for unresolved or questionable problems and perform follow-up actions.
* Monitor the flow of USAF funds via Congressional actions, program authorization, and budget authority using the USAF Congressional domain and AFM System.
* Execute USAF funds within the program office; provide recommendations, identify sources of program shortfalls, prepare below threshold reprogramming/above threshold reprogramming packages, prepare realignment requests, and provide policy guidance on USAF appropriations.
* Perform daily verification of forecast accuracy in Web CCaR.
* Complete monthly reviews of all MIPRs and MORDs to ensure validity and verify required documentation is attached to support audit readiness.
* Serve as the working-level point of contact and independently review and update self-inspection checklists using the MICT tool.
* Track and monitor F/B Directorate financial taskings, consolidate responses, and provide inputs for directorate review.
* Assist with preparation of cost estimate waiver documentation in support of the divisions, directorate, and PEO portfolio.
* Apply knowledge and experience in planning and executing F/B Directorate PMA funding, assist in identifying and defining requirements, and develop horizontally integrated funding strategies for Government consideration.
* Assist in executing the F/B Directorate PMA budget and conduct reconciliation of financial transactions.
* Assist divisions in tracking and reporting expiring year funds on a monthly basis, and assist in building, consolidating, and reporting end-of-year close-out financial data and reports.
* Participate in discussions and meetings or serve on panels or committees; provide written reports and/or briefings outlining findings and recommendations.
* Provide advice to management while coordinating with activities across multiple directorates, organizations, centers, MAJCOMs, and HQ USAF.
* Prepare clear, concise, and well-structured presentations, orally or in writing, that address designated financial issues while considering audience composition, knowledge level, and desired outcome.
* Identify problems in broad and detailed terms and support timely conflict resolution through discussions with responsible members in meetings or working groups.
* Participate in special projects and initiatives, perform special assignments, identify the need for special projects, and initiate milestones and goals.
* Assist in consolidating financial and program inputs from multiple divisions and operating locations into various documents and reports.
* Assist in monitoring and evaluating division activities to determine compliance with applicable regulations, directives, procedures, and policies.
* Review processes and products for compliance with applicable financial regulations, directives, and law to eliminate work problems, remove barriers to mission accomplishment, promote team building, implement quality improvements, respond to regulatory compliance concerns, and meet customer requirements.
* Participate in planning and executing financial and program compliance reviews and support financial and program audits by gathering and consolidating data and summarizing findings.
* Meet with key customers and coordinating officials to assess customer satisfaction, explain organizational financial policy and procedures, and resolve significant problems across the F/B Directorate.
* Support the development, establishment, and maintenance of financial control efforts to ensure compatibility of financial functions.
* Prepare and brief monthly financial execution reviews; work with program managers to identify new requirements, funding sources, and correct appropriations according to policy.
* Articulate financial requirements to senior leadership and work directly with financial managers to update forecasts in Web CCaR.
* Generate required financial charts from Web CCaR.
* Provide financial management support for the F/B Directorate in cost research, cost estimating, EVM implementation and analysis, schedule networking, program control integration and analysis, and financial analysis across a wide variety of programs.
* Independently plan, organize, complete, and present cost estimates for all phases of F/B Directorate acquisition programs/projects from inception through disposal, independently or in concert with Government personnel.
* Provide cost estimate expertise, technical advice, and guidance while performing cost estimate planning and analysis for complex programs with extensive program and financial relationships and complex funding requirements.
* Perform budget and cost solution analyses and produce or support development of draft documentation and presentation materials as requested or required based on cost, schedule, and performance considerations.
* Assist in performing cost estimates for all phases of F/B Directorate acquisition programs from inception through disposal, independently or in concert with Government personnel.
* Support annual or biennial estimates, Most Probable Life Cycle Cost estimates for source selection evaluation, quick-turnaround "what-if" estimates, Cost as an Independent Variable, should/will cost reviews, Reduction in Total Ownership Cost, and other economic analyses.
* Support cost estimate process phases including task definition and planning, data research, collection and analysis, and review, presentation, and documentation using appropriate estimating techniques such as analogy, grassroots, and parametric methods.
* Assist in verifying the accuracy of data inputs into cost estimating systems and working with the Government to maintain the integrity of financial databases by supporting reconciliation and basis of estimate information.
* Support the program office in accomplishing production and modification cost estimates for funded annual POM/FYDP inputs, President's Budget, and Budget Estimate Submissions input.
* Support the program office in formulating should/will cost analyses on budgets and their potential effect on cost estimates.
* Support the program office in developing estimates for quick-turn "what-if" modification program cost updates and support source selection proposal evaluations, ECPs, CCPs, ACSN cost evaluation and analysis, CAIV, RTOC, and other economic analyses.
* Support the program office in developing program definitions needed for cost estimates, including program acquisition strategies, work breakdown structures, ground rules, assumptions, and constraints.
* Perform research of historical costs to support ongoing cost estimates and cost databases/models.
* Assist in analyzing weapon system contractor and supplier earned-value performance measurement data, as needed.
* Support the program office in formulating program plans and strategies and preparing planning documents including, but not limited to, SOWs, LCMPs, and SORAPs.
* Support the program office in analyzing weapon system contractor and supplier cost proposals to ensure reasonableness checks are completed; communicate potential issues and/or concerns to the Government for consideration.
* Provide functional CCaRS application support.
* Assist in maintaining CCaRS user accounts and privileges within the F/B Directorate.
* Assist in populating CCaRS with user accounts, budget structures, custom field reporting, coordination workflows, and system settings.
* Assist in sustaining and administering the CCaRS database, including program planning, financial budgeting, financial management, tracking and reporting, and evaluating metrics.
* Ensure the CCaRS database is properly tailored and configured to meet the Government's unique requirements.
* Provide CCaRS and Executive CCaRS training adapted to the Government's organizational processes and requirements, including general overview, approver, program manager, financial manager, contract manager, and comprehensive capability and business process training.
* Assist in populating the requirements portion of the CCaRS database with existing source data provided by Government organizations to establish a budget baseline.
* Monitor the accuracy of Government organization data and coordinate corrections and solutions with Government personnel when data discrepancies are identified.
* Util