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The Chief Financial Officer / Controller will oversee the family office’s accounting, financial reporting, cash management, and financial operations across multiple entities, trusts, and investment vehicles. Lead day-to-day accounting and financial operations, including bill payment, account reconciliations, and oversight of transactions across family entities and personal accounts.

Seres Smith Consulting

CFO/Controller

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Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.

Edward D Jones & Co LP

Registered Branch Associate

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Leverages advanced technologies, including AI and automation, to proactively identify opportunities, solve complex business challenges, and drive scalable operational efficiencies-demonstrating a forward-thinking mindset that embeds innovation into team practices and continuously advances organizational capabilities. The Regional Banking Operations Manager leads a team of Banking Operations Managers supporting the operational performance, risk management, and consistency of financial centers across multiple markets.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp

Regional Banking Operations Manager

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank.

Bank of America Corp

Wealth Planner - EGP

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description:Wealth Management Specialists are responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management.

Wealth Management Specialist

As a Manufacturing Execution Systems Solution Architect Manager on the Supply Chain & Network Operations team, you will be responsible for: Leading discussions with client stakeholders to define Manufacturing Execution System (MES) business needs and translate requirements into scalable solution designs. 5+ years of experience in business requirements gathering, fit-gap analysis, functional process design, data mapping, functional and technical specification development, system configuration, testing, deployment, customer support, process documentation, and onsite/offshore delivery models.

YEAR

Deloitte

MES Solution Architect Manager

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SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide. In addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting.

Investment Advisor Jobs in Oklahoma

CFO/Controller Seres Smith Consulting

Registered Branch Associate Edward D Jones & Co LP

Regional Banking Operations Manager BOK Financial Corp

Wealth Planner - EGP Bank of America Corp

Wealth Management Specialist Bank of America Corp

MES Solution Architect Manager Deloitte

Senior Director, Risk Management & Insurance (Remote) SOLV Energy LLC

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