Senior Wealth Advisor MarinerSenior Wealth AdvisorTulsa, OklahomaCollaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
NewStrategic Wealth Advisor - Client-Focused Growth Stride Bank, N.A.Strategic Wealth Advisor - Client-Focused GrowthOklahoma City, OKWith a required Bachelor's degree and 5+ years of experience in financial services, the ideal candidate will demonstrate strong knowledge of wealth management concepts and possess excellent client service skills. Stride Bank, N.A. is seeking a Wealth Advisor in Oklahoma City to manage client relationships and provide high-level financial planning services.
NewWealth Advisor Stride Bank, N.A.Wealth AdvisorOklahoma City, OKThe Wealth Advisor is responsible for fostering new and existing client relationships by providing high-level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust financial plans that meet clients' financial goals. EDUCATION AND/OR EXPERIENCEBachelor's degree in Finance, Economics, Business Administration, or a related field, required.5+ years' experience in client-facing financial services role, required.
Wealth Advisor Career Headhunter LLCWealth AdvisorOklahoma City, OKFull timeOur advisors are supported by a collaborative culture, innovative resources, professional development opportunities, and a shared commitment to helping clients and advisors achieve meaningful success. If you're looking for greater flexibility, stronger support, long-term growth opportunities, and a platform designed to help advisors succeed, we'd love to connect with you.
Financial Advisor - Wealth Management Merit Financial AdvisorsFinancial Advisor - Wealth ManagementTulsa, OKBest 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.
J.P. Morgan Wealth Management - Private Client Advisor - Oklahoma City, OK JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Oklahoma City, OKOklahoma City, OKUsing 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.
NewWealth Advisor Development Program: Growth Career National Black MBA AssociationWealth Advisor Development Program: Growth CareerTulsa, OKA leading financial services firm in Tulsa is seeking a Financial Advisor to develop relationships with high-net worth individuals and provide expert investment advice. This role includes responsibilities such as handling client inquiries, assessing financial goals, and managing client portfolios.
NewSenior Wealth Advisor - High-Net-Worth Planning Relation InsuranceSenior Wealth Advisor - High-Net-Worth PlanningTulsa, OKRelation 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 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.
NewSales Trainer Wealth division GpacSales Trainer Wealth divisionEdmond, OK70000–170000Our client, a respected financial institution, is seeking a Wealth Advisor Hiring Manager to lead and inspire a high-performing team dedicated to growing and managing wealth portfolios. #WealthManagement #FinancialServices #LeadershipOpportunity #HiringNow #TrustAndWealth #FinanceCareers #WealthAdvisor #CareerGrowth.
Sales Manager Wealth division GpacSales Manager Wealth divisionEdmond, OK70000–170000Our client, a respected financial institution, is seeking a Wealth Advisor Hiring Manager to lead and inspire a high-performing team dedicated to growing and managing wealth portfolios. #WealthManagement #FinancialServices #LeadershipOpportunity #HiringNow #TrustAndWealth #FinanceCareers #WealthAdvisor #CareerGrowth.
NewTraining Manager Wealth division GpacTraining Manager Wealth divisionTulsa, OK70000–170000Our client, a respected financial institution, is seeking a Wealth Advisor Hiring Manager to lead and inspire a high-performing team dedicated to growing and managing wealth portfolios. #WealthManagement #FinancialServices #LeadershipOpportunity #HiringNow #TrustAndWealth #FinanceCareers #WealthAdvisor #CareerGrowth.
Private Wealth Market Manager - Investment Management BOK Financial CorpPrivate Wealth Market Manager - Investment ManagementTulsa, OKThis level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience. Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateTulsa, OKHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Wealth Planner Bank of America CorpWealth PlannerOklahoma City, OKOur 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.
NewWealth Planner - EGP Bank of AmericaWealth Planner - EGPOklahoma City, OklahomaOur 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Oklahoma City, OK JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Oklahoma City, OKOklahoma City, OKAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerTulsa, OK$124,000–$335,000 / yearOur 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. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Arvest Wealth Management Trust Officer 3 Arvest Bank Group, Inc.Arvest Wealth Management Trust Officer 3Tulsa, OK$89,250–$111,560 / yearThe AWM (Arvest Wealth Management) Trust Officer 3 administers, develops, and maintains fiduciary relationships and provides administrative services to clients, managing a portfolio of accounts characterized by high complexity and substantial asset value. This job typically requires an individual to be able to observe details (including the ability to perceive color and the ability to identify clear near and far objects), to communicate and exchange accurate information, and may occasionally require the individual to physically move, remain in a stationary position, and position self to reach for objects.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerTulsa, OK$99,000–$266,000 / yearDemonstrates 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.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerOklahoma City, OK$99,000–$266,000 / yearAs 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. 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 .
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateTulsa, OK$77,000–$214,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
Wealth Compliance Officer BOK Financial CorpWealth Compliance OfficerTulsa, OKYou'll gain exposure to a wide range of compliance functions-from reviewing activities and supporting inspections to analyzing data and helping address findings-while building the knowledge and judgment needed to grow within securities compliance. You'll gain exposure to a broad range of securities and wealth compliance activities, including monitoring, testing, and advisory support across institutional investing, retail sales, public finance, and trading functions.
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish Preferred Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish PreferredOklahoma City, OKAs an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
NewAdvisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial CenterTulsa, OKAs an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
Merrill Advisor Development Program - Financial Advisor: Oklahoma Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Oklahoma MarketOklahoma City, OklahomaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.
Financial Advisor Northwestern MutualFinancial AdvisorOklahoma City, Oklahoma$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor Strategic People AdvisorsFinancial AdvisorEdmond, OKFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorOklahoma City, OKFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsLawton, OKFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Financial Advisor Relation InsuranceFinancial AdvisorTulsa, OklahomaThe 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. Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision‑making, and deliver a best‑in‑class client experience.
Financial Advisor Relation Insurance Services, IncFinancial AdvisorTulsa, OKThe 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. Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision‑making, and deliver a best‑in‑class client experience.
Advisor Manager (Central Territory) TruStage Financial Group IncAdvisor Manager (Central Territory)OK$82,500–$137,500 / yearWorking with the advisors and advisor teams across the territory in helping them grow and develop professionally, achieve growth targets, build successful credit union relationships, comply with all TWMS (TruStage Wealth Management Solutions) and regulatory policies and deliver a good member experience will be paramount in the leadership role. Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.
Wealth Management Operations Specialist System OneWealth Management Operations SpecialistTulsa, OklahomaThe Wealth Management Operations Specialist I is responsible for transactional processing supporting Wealth Management accounts within the trust and/or bond accounting systems. System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
Arvest Wealth Management Trust Officer 2 Arvest Bank Group, Inc.Arvest Wealth Management Trust Officer 2Tulsa, OK$74,370–$92,965 / yearThis job typically requires an individual to be able to observe details (including the ability to perceive color and the ability to identify clear near and far objects), to communicate and exchange accurate information, and may occasionally require the individual to physically move, remain in a stationary position, and position self to reach for objects. The AWM (Arvest Wealth Management) Trust Officer 2 administers, develops, and maintains fiduciary relationships, serving as the primary relationship manager for assigned accounts of moderate complexity and size.
Wealth Management Risk Consultant II BOK Financial CorpWealth Management Risk Consultant IITulsa, OKThe Wealth Management Risk Consultant is primarily responsible for assisting with the management of the Control Objectives for their respective business line, which includes among other things, identifying areas of potential risk for the business line and/or its clients. You will also identify any gaps while working closely with administrators to correct and report any significant findings to the Strategic Risk Officer, Department Managers and/or Corporate Governance Committees when appropriate.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsOklahoma City, OK2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Oklahoma City, OKFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Wealth Mgmt Services Ops Sr Manager BOK Financial CorpWealth Mgmt Services Ops Sr ManagerTulsa, OKThis level of knowledge is normally acquired through completion of Bachelor's Degree in Management, Accounting, or Finance with 12+ years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management and at least 4 years of experience in a management capacity or equivalent combination of education and experience. The ideal candidate is someone who enjoys developing people, improving processes, solving complex operational challenges, and creating sustainable operating models that support long-term growth.
Automotive Service Advisor Brakes PlusAutomotive Service AdvisorEdmond, OK$35,000–$70,000 / yearThis will involve creating a highly motivated team environment, and working closely with the Service Team to improve their performance through hands-on presence in the store by efficiently developing team members, executing store processes, while ensuring that we continue to provide an industry leading customer experience. Primary Responsibilities include (but are not limited to): Directly works with customers in areas of sales, service, customer opportunities, adjustments, etc.
Wealth Mgmt Bus Process Specialist BOK Financial CorpWealth Mgmt Bus Process SpecialistTulsa, OKThe Wealth Management Business Process Specialist is primarily responsible for assisting with analysis, in-depth testing, implementing, documentation, and deployment of software and procedures which require complex technical and systems knowledge and apply testing for complex projects. This level of knowledge is normally acquired through completion of a Bachelors Degree in Management Information Systems or Computer Science and 2 - 5 years related experience or 5 - 7 years of work related experience, which includes business application support and project understanding.
NewClient Sales Advisor Stratford DavisClient Sales AdvisorTulsa, OKWhether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed. This opportunity allows you to work from home while helping clients make important decisions about their financial protection and long-term goals.
Managing Director, AI & Data Platforms EP Wealth Advisors LLCManaging Director, AI & Data PlatformsOklahoma City, OKThis role partners closely with Product, Salesforce/CRM, Engineering, Cyber/InfoSec, Legal/Compliance, and business leaders to enable an "agentic enterprise" -including EP's strategic partnership focused on building a digital workforce and a growing ecosystem of approved AI tools. This leader will own the "platform layer" for data and AI (e.g., Snowflake-based enterprise data platform, data governance and quality, AI tool enablement, and agentic integration patterns), ensuring EP can safely and measurably scale AI-driven productivity and client/advisor impact.
Director, Head of Total Rewards EP Wealth Advisors LLCDirector, Head of Total RewardsOklahoma City, OKAdvisor to Leadership: Provide strategic counsel to senior leadership and the Compensation Committee on executive compensation and emerging reward trends,ensuring programs are aligned with business priorities and talent strategies. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.
Senior Investment Manager BOK Financial CorpSenior Investment ManagerOklahoma City, OKThis level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience. Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions.
Client Service Associate BOK Financial CorpClient Service AssociateTulsa, OKThe Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Director, M&A Partnerships EP Wealth Advisors LLCDirector, M&A PartnershipsOklahoma City, OKRemoteLead the end-to-end sales and relationship management process for M&A opportunities, cultivating trusted relationships with business owners, executives, intermediaries, and strategic partners while driving deal origination, client engagement, and transaction momentum. The Director, M&A Partnerships, will be leading M&A transactions from inception to execution and working with various departments across the organization and coordinating with multiple functional groups.
Securities Services Ops Specialist II (Asset Control/Account Opening) BOK Financial CorpSecurities Services Ops Specialist II (Asset Control/Account Opening)Tulsa, OKThe Securities Services Operations Specialist II is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository's, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.
NewDirector, Learning & Development EP Wealth Advisors LLCDirector, Learning & DevelopmentOklahoma City, OKLeveraging deep expertise in adult learning theory, organizational development, and performance management, the Director will design innovative and scalable learning solutions while effectively overseeing resources, budgets, and vendor partnerships. Working closely with HR colleagues, business leaders, and training partners across EP Wealth, this leader ensures a cohesive and consistent learning experience aligned with organizational values and future capability needs.
NewETF Account Manager - Southwest PIMCO EuropeETF Account Manager - SouthwestTulsa, OK$205,000–$240,000 / yearProven success in territory management with a strong track record of meeting or exceeding sales quotas* Deep understanding of the ETF ecosystem and its dynamics* Solid background in financial services, with knowledge of investment trends and advisor practices* Entrepreneurial mindset with a passion for contributing to the growth of ETF distribution infrastructure* Excellent verbal and written communication skills for engaging partners, presenting sales materials, and conveying technical product information* Strong client engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction* Active Series 7 and 63 licenses required* Clean U-4 record.* Your communication skills—both verbal and written—enable you to engage effectively with diverse audiences, and you consistently demonstrate integrity, sound judgment, and composure under pressure.* **Organizational Excellence & Resourcefulness**: You bring exceptional organizational and project management capabilities, with the ability to manage multiple initiatives simultaneously.
Financial Planning Director, Vice President (Tulsa, OK) Morgan StanleyFinancial Planning Director, Vice President (Tulsa, OK)Tulsa, OK$110,000–$185,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.