Wealth Management Specialist jobs in Oklahoma City, OK
Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist jobs
J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, Oklahoma
- JPMC Candidate Experience page
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Oklahoma, OK
FULL_TIME
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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. 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.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. - 15 Days Ago
J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, Oklahoma
- JPMorgan Chase
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Oklahoma, OK
FULL_TIME
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
- 20 Days Ago
Property Management Specialist
- Paycom Payroll Llc
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Oklahoma, OK
FULL_TIME
- As Paycom continues to grow in Oklahoma City, Paycom Facilities will be adding a team member. The purpose of this position is to manage employee requests, vendors, and spaces. RESPONSIBILITIESDevelops...
- 1 Day Ago
Records Management Specialist
- Love's
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Oklahoma, OK
FULL_TIME
- Req ID: 427142 BASIC PURPOSE: To support and help lead the company’s records and information management program, including the administration of related technological tools, the creation and implement...
- 5 Days Ago
Facility Management Specialist
- US Federal Aviation Administration
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Oklahoma, OK
FULL_TIME
- Duties The FMS typically performs multiple and varying complex assignments under the limited direction of the manager or team lead. The position is responsible for direction and oversight management o...
- 15 Days Ago
Grants Management Specialist (GMS)
- Oklahoma State University, Stillwater (OSU)
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Stillwater, OK
FULL_TIME
- Position Details Req ID: req16839 Position Title: Grants Management Specialist (GMS) Position Type: Staff Full-Time Position Number: AS7140 OSU Campus: Stillwater Department: The Innovation Foundation...
- 17 Days Ago
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0 Wealth Management Specialist jobs found in Oklahoma City, OK area
Account Executive
- Oklahoma Division (DWM-OK)
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Oklahoma City, OK
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 5/10/2024 12:00:00 AM
Sales Specialist
- Involve Financial
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Oklahoma City, OK
- Involve Financial is currently hiring for a full-time Sales Specialist to work in Oklahoma City, Oklahoma and surroundin...
- 5/8/2024 12:00:00 AM
Remote - Professional Tele Marketer
- Life Balance Transition
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Oklahoma City, OK
- "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
- 5/8/2024 12:00:00 AM
Auto Glass Installation Technician Trainee
- Safelite Group, Inc.
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Oklahoma City, OK
- Does this position interest you? You should apply - even if you don't match every single requirement! We're known as an ...
- 5/7/2024 12:00:00 AM
Experienced General Dentist - Moore, OK
- Heartland Dental
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Moore, OK
- General Dentist Moore Complete Dental is looking for a General Dentist to join our team. Why Heartland Dental? As the le...
- 5/6/2024 12:00:00 AM
Oklahoma City, OK
- North May Family Dental
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Oklahoma City, OK
- General Dentist Office Name (example language “a two doctor office in thriving Fort Worth”) is looking for a General Den...
- 4/23/2024 12:00:00 AM
Experienced General Dentist - Oklahoma City, OK
- 104th Family Dental
-
Oklahoma City, OK
- General Dentist Moore Complete Dental is looking for a General Dentist to join our team. Why Heartland Dental? As the le...
- 4/23/2024 12:00:00 AM
General Dentist -Oklahoma City, Oklahoma
- Complete Dental of OKC
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Oklahoma City, OK
- General Dentist Complete Dental - OKC is looking for a General Dentist to join our team. Why Heartland Dental? As the le...
- 4/19/2024 12:00:00 AM
About Oklahoma City, Oklahoma
Oklahoma City lies along one of the primary corridors into Texas and Mexico, and is a three-hour drive from the Dallas-Fort Worth metroplex. The city is in the Frontier Country region in the center of the state, making it an ideal location for state government.
According to the United States Census Bureau, the city has a total area of 620.34 square miles (1,606.7 km2), of which 601.11 square miles (1,556.9 km2) is land and 19.23 square miles (49.8 km2) is water.
Oklahoma City lies in the Sandstone Hills region of Oklahoma, known for hills of 250 to 400 feet (120 m) and two species of oak: blac...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$68,234 to $108,995
Oklahoma City, Oklahoma area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Wealth Management Specialist do?
Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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So, always ask about the services a wealth management firm offer.
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