Certified Financial Planner (CFP), Communication Skills, Customer Relations, Finance, Financial Planning, High Net Worth, Market Trend Analysis, Wealth Management
LOCATION
Tulsa, OK
POSTED
1 day ago
A financial advisory firm is seeking a Personal Wealth Advisor in Tulsa, Oklahoma, to develop comprehensive financial plans and manage a book of high-net-worth clients. The ideal candidate has extensive experience in wealth management and is skilled in building client relationships. Responsibilities include ongoing portfolio reviews and staying updated on market trends. A bachelor's degree in finance or a related field is necessary, along with strong communication and ethical standards. CFP® certification is preferred.#J-18808-Ljbffr