• Financial Advisor - Career Change…

    Edward Jones (Broken Arrow, 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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
    Edward Jones (01/01/25)
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  • Financial Advisor

    Thrivent Financial (Tulsa, OK)
    Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
    Thrivent Financial (10/16/24)
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  • US Experienced Financial Advisor

    Edward Jones (Tulsa, OK)
    …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
    Edward Jones (12/17/24)
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  • Merrill Experienced Financial

    Bank of America (Tulsa, OK)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
    Bank of America (01/08/25)
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  • Merrill Financial Solutions Advisor

    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 ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
    Bank of America (01/04/25)
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  • Financial Solutions Advisor

    Bank of America (Tulsa, OK)
    Financial Solutions Advisor - Consumer Investments - Mingo Tulsa, Oklahoma **Job Description:** At Bank of America, we are guided by a common purpose to help ... make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
    Bank of America (12/31/24)
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  • Tax Senior - Financial Services Industries…

    Deloitte (Tulsa, OK)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
    Deloitte (11/08/24)
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  • Tax Senior - Nat'l Federal Tax Services…

    Deloitte (Tulsa, OK)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (12/20/24)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Tulsa, OK)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (11/07/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Tulsa, OK)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (11/12/24)
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  • Tax Senior - Investment Management - Private…

    Deloitte (Tulsa, OK)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (11/08/24)
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  • Tax Senior, Investment Management - Private Wealth…

    Deloitte (Tulsa, OK)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (11/07/24)
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  • Tax Manager - Investment Management - Private…

    Deloitte (Tulsa, OK)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (11/07/24)
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  • Tax Manager, Investment Management, Private Wealth…

    Deloitte (Tulsa, OK)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (11/07/24)
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  • Tax Senior - Real Estate Tax (Central Region…

    Deloitte (Tulsa, OK)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work… more
    Deloitte (12/09/24)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Tulsa, OK)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more
    Deloitte (11/12/24)
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  • Tax Senior - Business Tax Services…

    Deloitte (Tulsa, OK)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging… more
    Deloitte (11/08/24)
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  • Tax Manager - Business Tax Services…

    Deloitte (Tulsa, OK)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging… more
    Deloitte (11/08/24)
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  • Tax Manager - Real Estate Tax (Central Region…

    Deloitte (Tulsa, OK)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience with US clients and a basic understanding of US tax + Demonstrated effective verbal and written communication skills + Demonstrated research… more
    Deloitte (11/07/24)
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  • Senior Home Lending Advisor

    JPMorgan Chase (Tulsa, OK)
    **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 ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
    JPMorgan Chase (12/20/24)
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