Financial Advisor
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Job Summary
Financial Advisor Small Wealth Management
Small Wealth Management Tulsa OK
Salary: $90000$100000 per year
Schedule: MondayFriday 8am5pm
Work Location: Onsite
About the Company
Since 1999 Small Wealth Management has been driven by a commitment to empower clients to understand achieve and maintain financial independence with confidence and clarity. Our legacy is helping build yours.
Small Wealth management provides Life-Focused Guidance to help clients achieve their goals. We take the time to understand whats truly important to our clients and adjust to whatever life brings building lasting legacies through meaningful relationships experiences and moments. Small Wealth Management fosters a culture of teamwork accountability and continuous professional growth.
About the Role
Small Wealth Management a private wealth advisory practice of Ameriprise Financial is seeking an experienced full-time Financial Advisor to join our collaborative team in Tulsa OK.
This position comes with an already established book of business allowing the advisor to step into an existing client based while continuing to grow through referrals and networking. As the primary advisor for assigned clients you will focus on delivering comprehensive financial planning deepening relationships and providing consistent high-touch service.
Youll work closely with senior advisors and support staff to ensure consistency efficiency and an exceptional client experience.
Key responsibilities
- Build and deepen relationships with existing clients.
- Develop comprehensive financial plans and provide investment recommendations.
- Hold regular consistent meetings with prospects and clients.
- Stay current on market trends and financial planning tools.
- Pursue continuous professional development.
- Collaborate with team members to maintain a client-centered approach.
Qualifications
- Experience: 3-7 years of overall financial services experience preferred.
- Education: Bachelors degree required.
- Licenses: Series 7 and 66 Insurance licenses are required; candidates must be licensed prior to hire.
- Skills: Strong organizational communication and client-service skills; comfortable with financial planning technology.
- Client-Focused: Commitment to building and maintaining strong client relationships.
Compensation & Benefits
- Classification: Exempt position.
- Salary: $90000 $100000 depending on experience.
- Incentives: Options for performance-based bonuses.
- Health Insurance: $500 contribution toward employee coverage offered after 30 days.
- Dental & Vision: Available to employees.
- Life & Disability Insurance: Available life insurance short-term and long-term disability.
- 401(k): Safe Harbor plan with employer contribution effective the first of the month following hire.
- Paid Time Off: 3 weeks the first year prorated based on start date.
- Paid Holidays: 10 paid holidays.
Schedule & Location
- Work Environment: In-office position in Tulsa OK office.
- Hours: Monday Friday 8:00 AM 5:00 PM CT.
- Culture: Low turnover strong core values and a collaborative team environment.
Why Join Us
Small Wealth fosters a supportive and client-centered culture. With a robust benefits package and a low-turnover environment we are committed to helping our team members grow their careers while delivering outstanding service to clients.
Equal Opportunity Employer
Small Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.
Required Experience:
Unclear Seniority
Key Skills
About Company
Ameriprise – Troy/Novi, MI – an Ameriprise Financial advisory practice is seeking a fulltime Paraplanner to join our innovative and dynamic team. At Ameriprise ...
