52 Results for

Business Advisor Jobs in Tulsa, OK

Jobs

New!

Broken Arrow, OK5 days ago

Other responsibilities include identifying problem areas in a small business, developing outreach assistance programs, and developing relationships with area lenders and others providing support services to small businesses. The advisor will travel throughout assigned regional-county areas to provide SBDC services and occasionally throughout the state to attend or deliver training at conferences, meetings or workshops.

Tulsa, OK16 days ago

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

New!

Tulsa, OK4 days ago

With five retail locations in Oklahoma, Arkansas, Missouri, and Texas a Nationwide Education Sales Division, an Events Sales Division, and our E-Commerce Divisions, we continue to experience healthy growth and financial stability. Write repair orders by describing symptoms, problems, and causes, as well as repairs and services required using check in sheet and entering order into Point-of-Sale system.

tulsa, OK30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Tulsa, OK11 days ago

$50,000–$70,000 Per Year

This employment opportunity at Central Bank in Tulsa, OK would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Central Bank for financial solutions.

Tulsa, OK30+ days ago

Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies Procedures and Guidelines • Client Management • Causation Analysis • Written Communications. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.

New!

Tulsa, Oklahoma6 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Tulsa, OK18 days ago

Tulsa, Oklahoma30+ days ago

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. As the primary advisor for assigned clients, you will focus on delivering comprehensive financial planning, deepening relationships, and providing consistent, high-touch service.

Tulsa, OK30+ days ago

Full-time

Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

New!

Tulsa, OK6 days ago

$65,000–$300,000

Location: DFW, Texas, East Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa. Commission Pay: $60,000.00 - $300,000.00 + per year (uncapped commission structure) + draw.

Tulsa, OK17 days ago

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Tulsa, OK30+ days ago

Key Responsibilities: Interact regularly with Company accounting and financial reporting personnel to obtain a working knowledge of oil and gas transactions, from both accounting and operating perspectives. Our Oxy Low Carbon Ventures subsidiary is advancing leading-edge technologies and business solutions that economically grow our business while reducing emissions.

Tulsa, Oklahoma26 days ago

Interact regularly with Company accounting and financial reporting personnel to obtain a working knowledge of oil and gas transactions, from both accounting and operating perspectives. Our Oxy Low Carbon Ventures subsidiary is advancing leading-edge technologies and business solutions that economically grow our business while reducing emissions.

Tulsa, OK30+ days ago

You'll manage a diverse portfolio of institutional accounts, provide expert guidance on investment management and ERISA activities, and ensure high-quality service for all client needs. A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

tulsa, OK30+ days ago

$48,000–$60,000 Per Year

This position will offer:The ability to service an existing book of business upon hireThe ability to build a strong client base with the credit union's exceptional referral systemSeveral branch territories with significant deposit base, which includes current members who need an advisor to support their financial goalsThe opportunity to find new clients via the credit union's member baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL's combination of tools, technology, and supportThe benefit of LPL's experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the credit union's reputation and community standingAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.

Jenks, Oklahoma13 days ago

$70,060–$82,780 Per Year

For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world, which is why we seek to build a workforce that encompasses the experiences of our consumers. The NA People Solutions Advisor provides dedicated on-site support to plant-based leaders and employees, enabling effective HR self-service and delivering high-quality HR operational activities.

Tulsa, OK30+ days ago

Required Qualifications, Capabilities, and Skills: • Bachelors degree or equivalent work experience in sales and/or real estate • 3+ years of mortgage lending and proven sales experience in retail banking • Knowledge of real estate market in local area • Excellent written and oral communication skills • Knowledge of FHA, VA, FNMA, and FHLMC guidelines. Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.

Tulsa, OK30+ days ago

$73,500–$212,280 Per Year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Broken Arrow, OK30+ days ago

Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies Procedures and Guidelines • Client Management • Causation Analysis • Written Communications. Key responsibilities include triaging client leads making referrals to business partners based on client needs and asset thresholds meeting with clients to review financial and investment goals building a financial plan and recommending brokerage products.

Tulsa, OK30+ days ago

Working at H&M means no two days are ever the same, but a typical day will include the following responsibilities: Customer Sales & Profit • Provide excellent customer service: welcoming & guiding customers through the store & OMNI experience where available, supporting them with direct customer service • Willingness to engage and have conversations with customers to provide excellent service • Guide customers through our fashion trends, stories & products in all areas of the store • Ability to effectively promote and sell our products to customers • Actively promote our Customer Loyalty App (Hello Member) & in-store sustainability initiatives • Representing yourself and the H&M brand positively during all customer interactions • Support with commercial or operational actions to reach sales targets with store management team. We believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community.

Tulsa, OK30+ days ago

We believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.

Tulsa, Oklahoma19 days ago

The pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department as well as keep customers apprised of work progress.

BROKEN ARROW, OK11 days ago

Engage with members to understand their financial goals and recommend appropriate credit union products and services, such as loans, savings accounts, and investment solutions. In this role, you will provide expert guidance to members regarding their financial needs, including loan options, accounts, investments, and other financial products.

BIXBY, OK11 days ago

Contribute to the achievement of production and service goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing KeyInsight to help determine Member needs and refer appropriate services. Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees.

Tulsa, OK11 days ago

Electrical System Architecture | Power Electronics & Motor Drives | Variable Frequency / Variable Speed Drives (VFD/VSD) | Embedded Systems Integration | Reliability Engineering | Failure Analysis & Root Cause | Design Validation & Qualification Testing | Simulation & Performance Modeling | International Regulatory Compliance (CE, UL, TÜV) | Cross-Functional Technical Leadership | Intellectual Property & Innovation Development. This role serves as a technical contributor and project leader within multidisciplinary teams, driving innovation in electrical system architecture, power electronics, and motor drive systems that enhance reliability, safety, and product competitiveness.

Broken Arrow, OK30+ days ago

This role is about building trust in the community, educating families about their options, and guiding them through thoughtful preplanning decisions for cemetery property, merchandise, services, and prearranged funeral or cremation plans. NorthStar Memorial Group is seeking a Community Development Advisor at Floral Haven Funeral Home, Crematory and Cemetery in Broken Arrow, OK for Pre-Need Planning of Cemetery & Funeral Services.

Tulsa, OK24 days ago

$12.75–$13.50 Per Hour

An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.

Tulsa, OK30+ days ago

$91,000–$321,500 Per Year

As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.

Tulsa, OK17 days ago

Ensure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.

Tulsa, OK13 days ago

Ensure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.

Tulsa, OK30+ days ago

Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.\n Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC's), other Relation colleagues and Relation marketing sources.\n This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.\n \nThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Tulsa, OK30 days ago

Contact customers regarding any changes in the estimate or promised time, explains cost and time requirements in detail, and gets proper authorization before any additional repairs are performed. + Advise customers on the care of their vehicles and the value of maintaining their vehicles in accordance with manufacturers specifications.

Tulsa, Oklahoma30+ days ago

Owasso, Oklahoma30+ days ago

tulsa, OK30+ days ago

$50,000–$75,000 Per Year

Broken Arrow, OK30+ days ago

Tulsa, Oklahoma30+ days ago

Tulsa, OK30+ days ago

$55,000–$187,000 Per Year

Master's Degree in Business Administration/Management, Finance, Accounting, Economics preferred • Understanding individual tax compliance and planning for executives • Understanding of professional service environments • Preparing and reviewing individual tax returns and tax planning • Working with team members virtually • Identifying and addressing client tax issues • Managing engagements and balancing project economics • Demonstrating experience as a project leader • Creating a positive environment by managing deadlines and workload. As part of the Internal Tax - Independence Requirement team, you are responsible for managing individual tax compliance and planning for executives, including partnership K-1 income, state tax credits, composite returns, AMT, and year-end planning.

Tulsa, OK16 days ago

Part-time

Our trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.

Tulsa, OK30+ days ago

IMPORTANT INFORMATION: While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. Cat.com, Dealer Product Support Search (DPSS), Service Information Management System (SIMS I) /Continuous Product Improvement (CPI), to diagnose issues and evaluate possible solutions.

tulsa, OK30+ days ago

Participate in the companys referral programMaintain a level of expertise in financial markets and economic conditionsIndependent studyNetwork with fellow Central Investment Advisor Financial AdvisorUtilize research tools provided by broker dealerEnsure compliance with Central Investment Advisor Policy as well as broker dealer compliance manualComplete annual continuing education requirementsAttend anti-money laundering trainingAttend Annual Compliance MeetingComplete Annual Compliance QuestionnaireComplete required FINRA continuing education every 2 yearsFailure of above listed requirements can result in suspension fines or terminationMaintain books and records for all clients in the registered branch officePerform periodic review with client to update informationRespond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks. Albridge- reportingproduct consolidation system offered through Albridge SolutionsArgus Research- Independent equity research service offered through Argus Research GroupFinancial Planning- WealthVision MoneyGuide Pro Client Goals or another financial planning tool approved by the CIA Program ManagerEach Financial Advisor will be involved from an assistance" perspective with regard to clients banking relationships.

Tulsa, OK30+ days ago

$18–$25 Per Hour

Leverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Respect the Individual :Embraces differences in people, cultures, ideas, and experiences; creates a workplace where associates feel seen, supported and connected through a culture of belonging; creates opportunities for all associates to thrive and perform; helps to attract the best talent.

Tulsa, OK30+ days ago

$18–$25 Per Hour

Be a Talent Ambassador Being a brand advocate by valuing the members experience in the TBC area and modeling high quality service and products developing influencing and inspiring others for working in a style that is respectful supportive and team oriented understanding the roadblocks and assisting in training team members. Respect the Individual: Embraces differences in people cultures ideas and experiences creates a workplace where associates feel seen supported and connected through a culture of belonging creates opportunities for all associates to thrive and perform helps to attract the best talent.

Tulsa, OK9 days ago

What you will do: You'll use your strong communication and creative problem-solving skills to demonstrate the value of our innovative security and smart business solutions to small business customers while explaining our products and services in depth and recommending the right options for their needs. Customize each system to fit the business's layout, operations, and security needs, combining security, automation, and life-safety technology in ways that support how they work.

Tulsa, OK30+ days ago

Full-time

Conduct statistical analyses and evaluates a wide variety of information to assess operational difficulties and develop solutions to complex problems, including escalated issues Independently develop and implement modeling and evaluation processes to determine the effectiveness of current operational activities. Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment.

Tulsa, OK8 days ago

$95,161–$117,552 Per Year

As the Human Resources Business Partner (HRBP), you will serve as a strategic partner to business leaders, helping drive organizational success through talent acquisition, employee relations, performance management, leadership development, and workforce planning. As an innovative, environmentally responsible manufacturer of commercial HVAC systems, Greenheck Group designs and manufactures industry-leading air movement and ventilation solutions through our family of trusted brands.

Tulsa, OK10 days ago

As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, the Risk & Advisory Services group provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America. The Risk & Advisory Services group offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service.

Tulsa, OK30+ days ago

$99,000–$266,000 Per Year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

Tulsa, OK30+ days ago

$99,000–$266,000 Per Year

Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.

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Business Advisor Jobs in Tulsa, OK

Business Advisor Part Time Tulsa, OK Southeastern Oklahoma State University

Financial Advisor - Wealth Management Merit Financial Advisors

Service Advisor - Retail B-Sew Inn

Financial Advisor - Tulsa and surrounding suburbs Thrivent Financial for Lutherans

Financial Advisor - Central Bank LPL Financial Holdings Inc

Financial Solutions Advisor Registration Candidate - Tulsa Market Bank of America Corp

Financial Advisor Northwestern Mutual

Tax Advisor Merit Financial Advisors

Financial Advisor Ameriprise Financial

Senior Home Lending Advisor - Tulsa OK JPMorgan Chase Bank, N.A.

Financial Advisor (Tulsa) Opes One

J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, OK JPMorgan Chase & Co

Tax Advisor Occidental Petroleum Corp

Tax Advisor Sr Occidental Petroleum

Retirement Advisor INTRUST Financial Corp

Financial Advisor - Oklahoma Central Credit Union LPL Financial Holdings Inc

NA People Solutions Advisor Kimberly-Clark

Senior Home Lending Advisor - Tulsa OK JPMorgan Chase & Co

Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLP

Financial Solutions Advisor - Tulsa Market Bank of America Corp

H&M Sales Advisor - Woodland Hills Mall H & M Hennes & Mauritz AB

H&M Sales Advisor - Woodland Hills Mall (Seasonal) H & M Hennes & Mauritz AB

Service Advisor Camping World

Credit Union Advisor II Tulsa Teachers Credit Union

Credit Union Advisor II OR III - Bixby Tulsa Teachers Credit Union

Electrical Engineer (Senior - Principal - Advisor) Artificial Lift Halliburton Co

Community Development Advisor Northstar Memorial Group

Customer Accounts Advisor The Aaron's Co Inc

Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLP

Prestige Beauty Advisor Ulta Beauty Inc

Beauty Advisor Ulta Beauty Inc

Risk Advisor - Employee Benefits Relation Insurance Services, Inc

Service Advisor Rush Enterprises

Beauty Advisor Ulta Beauty, Inc.

Prestige Beauty Advisor Ulta Beauty, Inc.

Service Advisor Camping World Holdings Inc

Community Development Advisor NORTHSTAR MEMORIAL GROUP, LLC

Comfort Advisor Air Comfort Solutions OKC

Partner Tax Preparation Advisor Senior Associate PricewaterhouseCoopers LLP

Eyewear Customer Service/Sales Advisor Part Time MyEyeDr.

Sr Technical Advisor Warren Power and Machinery Inc

Financial Advisor Central Bancompany Inc

TIRE AND BATTERY SERVICE ADVISOR Walmart Inc

(USA) Tire and Battery Service Advisor Walmart Inc

Business Sales Representative ADT Inc

Lead Analyst - Business Analysis Maximus

Sr. Human Resources Business Partner Greenheck Fan Corp

Business Process Audit Senior Associate | Internal Audit | Risk Advisory CBIZ Inc

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLP

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