- Edward Jones (Pryor, OK)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Tulsa, OK)
- Financial Solutions Advisor Stage I -...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry ... If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become… more
- Bank of America (Tulsa, OK)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses** + Two years' experience working in the financial service industry… more
- Edward Jones (Tulsa, OK)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Tulsa, OK)
- …practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & ... Description:** If you have at least 5+ years of experience as a Financial Advisor ...65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established… more
- Bank of America (Tulsa, OK)
- Financial Solutions Advisor - Consumer Investments...products and services. * Has at least one year experience working in the financial service industry ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...in a demanding environment. * At least three years' experience working in the financial service industry… more
- JPMorgan Chase (Tulsa, OK)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… more
- Deloitte (Tulsa, OK)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with… more
- Morgan Stanley (Tulsa, OK)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan...use firm resources for peer sharing and collaborating with Financial Advisors *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:*… more
- Valmont Industries, Inc. (Tulsa, OK)
- …Site Controller, Tulsa. The position has no direct reports + This position is required to have demonstrated prior experience in a manufacturing environment with ... duties as needed and assigned to meet function and business needs ** Required Qualifications of Every Candidate (Education, Experience , Knowledge, Skills and… more
- Deloitte (Tulsa, OK)
- …and technology preferred agreements, cloud agreements and software licensing agreements + Experience with the Financial Services Industry (FSI) and understanding ... Deal Strategy, Contracting, and Risk Senior Manager with extensive experience in supporting deal and contract structuring, drafting customized...legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize… more
- Deloitte (Tulsa, OK)
- Senior Consultant, Strategic Analytics - Strategy Are you ready to apply your financial and analytical skills in a dynamic environment? Are you looking for an ... exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be...the place for you! Join our team of experienced financial professionals who support financial planning and… more
- Deloitte (Tulsa, OK)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... mean the most to them. + Diversify your industry experience by working on a plethora of various industries...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- MSC Industrial Supply Co. (Tulsa, OK)
- …duty satisfactorily. The requirements listed below are representative of knowledge, experience level and abilities required . Reasonable accommodations may be ... of the market or competitors. . Establishes value before ROI/ financial terms - Qualifies and quantifies the impact of...Degree in Business, Industrial Distribution, Manufacturing or the equivalent experience is required . . 2 years demonstrated… more
- Deloitte (Tulsa, OK)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required : + 3+ years' experience providing tax planning services… more
- Deloitte (Tulsa, OK)
- …Actuary Senior Consultant Deloitte Consulting's actuarial practice is a leading advisor and implementation partner working with Individual Life and Annuity insurance ... clients, including new business and underwriting operations, product development, financial reporting, modeling, and related functions + Support deployment of… more
- Deloitte (Tulsa, OK)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... passion for renewable energy and sustainability and have relevant experience , Deloitte Tax LLP ("Deloitte Tax") may be the...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Tulsa, OK)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on… more
- IBM (Tulsa, OK)
- …execute sales campaigns, ultimately leading to the growth of the sales pipeline. Required Technical and Professional Expertise + Proven track record of success in ... at all levels, to show the operational impact and financial value of technological solutions. + Ability to Convey...quickly grow your reputation as your clients' credible, trusted advisor . (Training on IBM's Data & AI offerings is… more
- Deloitte (Tulsa, OK)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance...opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more