Estate Planning, Financial Planning, High Net Worth, Insurance, Investment Management, Investment Strategy, Maintain Compliance
LOCATION
Tulsa, OK
POSTED
3 days ago
Relation Insurance, Inc. is seeking a Financial Advisor in Tulsa, OK to deliver comprehensive financial planning and investment management for a high-net-worth client base.You will build trusted relationships, conduct regular plan reviews, and craft strategies across investments, retirement, tax optimization, and estate planning. You will use MoneyGuide and eMoney to model scenarios, grow assets via referrals, and ensure regulatory compliance while serving as the client's main advisor.#J-18808-Ljbffr