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Financial Adviser and Case Manager

Career Development Partners Tulsa ,OK
  • Expired: over a month ago. Applications are no longer accepted.
Job Description
FINANCIAL ADVISOR | CASE MANAGER

Location: Tulsa, Ok

FINANCIAL ADVISOR | CASE MANAGER IMPACT:
  • Join an industry leader recognized by the Financial Times and advance your career as a Financial Advisor and Case Specialist.
  • Enjoy outstanding benefits, a team environment and broad opportunity for growth and advancement.

FINANCIAL ADVISOR | CASE MANAGER BENEFITS:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits include: Health, Dental, 401k with match and PTO above industry standards. 

FINANCIAL ADVISOR | CASE MANAGER DETAILS:
  • Meet with Client and Advisor
  • Prep for client meetings (create follow-up letter); Create initial recommendations
  • Track Client’s Progress
  • Conducts investment calls & enters notes in Contact Manager
  • Analyze Client Goals
  • Create Strategies to Achieve Goals
 
FINANCIAL ADVISOR | CASE MANAGER BACKGROUND:
  • Series 7 and 66
  • Oklahoma Insurance License that includes annuities
  • 5+ years experience working within a financial institution
  • Exceptional client service abilities
  • Critical thinking capabilities
  • Strong initiative, with the ability to stay focused and proactive while working independently
  • Effective written and verbal communication skills
  • A focus on detail and accuracy
  • The aptitude to learn and understand the financial services industry

FINANCIAL ADVISOR | CASE MANAGER NEXT STEPS:
  • Advance Your Career - Apply Today.


FINANCIAL CLIENT SERVICE SPECIALIST Tulsa, Ok

Career Development Partners

Address

Tulsa, OK
USA