• Retirement Client Advisor

    UMB Bank (Oklahoma City, OK)
    ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
    UMB Bank (11/21/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Oklahoma City, OK)
    …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
    JPMorgan Chase (09/12/25)
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  • Associate Financial Advisor

    Edward Jones (Tulsa, OK)
    ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
    Edward Jones (11/07/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Tulsa, OK)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
    Bank of America (10/07/25)
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  • US Experienced Financial Advisor

    Edward Jones (Ardmore, OK)
    …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
    Edward Jones (10/19/25)
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  • Trust Advisor I - PT

    UMB Bank (Oklahoma City, OK)
    **Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, ... effective client meetings, and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
    UMB Bank (12/02/25)
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  • Insurance Advisor Trainee- InsuraMatch

    Travelers Insurance Company (Oklahoma City, OK)
    …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
    Travelers Insurance Company (10/10/25)
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  • Financial Solutions Advisor - Oklahoma…

    Bank of America (Broken Arrow, OK)
    Financial Solutions Advisor - Oklahoma Market Broken Arrow, Oklahoma;Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Broken-Arrow/Financial-Solutions- Advisor Oklahoma-Market\_25037210) **Job Description:** Please Note that this requisition… more
    Bank of America (09/06/25)
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  • Insurance Advisor Sales Trainee

    Travelers Insurance Company (Oklahoma City, OK)
    …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
    Travelers Insurance Company (10/24/25)
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  • Technical Leadership Advisor - Oracle…

    Oracle (Oklahoma City, OK)
    …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
    Oracle (11/25/25)
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