Wealth Management Specialist, Sr. jobs in Oklahoma City, OK
Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist, Sr. jobs
Wealth Management Advisor - Stillwater, OK
- TIAA
-
Stillwater, OK
FULL_TIME
- Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. Key Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. All licenses must be obtained within 120 days from start date.Educational Requirements University (Degree) PreferredWork Experience 5 years in a role with personal accountability and managing a book of business or equivalent experience; Required 5 years building long-lasting relationships with affluent clients or equivalent experience; Required FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC #LI-AB1 Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2024-06-30 Base Pay Range: $92,000/yr. - $110,000/yr. Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status. Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box
- 1 Month Ago
Engine Management Specialist
- Metrea Management LLC
-
Bethany, OK
FULL_TIME
- Company Overview Metrea is a defense company dedicated to translating commercial innovation into solutions for the hardest problems in national security. With deep mission expertise, Metrea focuses on...
- 18 Days Ago
J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, Oklahoma
- JPMC Candidate Experience page
-
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...
- Just Posted
J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, Oklahoma
- JPMorgan Chase
-
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...
- 5 Days Ago
Client Service Specialist Sr.
- RSM US LLP
-
Oklahoma, OK
FULL_TIME
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full p...
- Just Posted
Accounting Specialist/Sr. Accounting Specialist
- Oklahoma State University, Stillwater (OSU)
-
Stillwater, OK
FULL_TIME
- Position Details Req ID: req17231 Position Title: Accounting Specialist/Sr. Accounting Specialist Position Type: Staff Full-Time Position Number: BS9995 OSU Campus: Stillwater Department: Div of Agric...
- 10 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Oklahoma City, OK area
Account Executive
- Oklahoma Division (DWM-OK)
-
Oklahoma City, OK
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/25/2024 12:00:00 AM
Entry Level Account Rep
- USHA - Oklahoma City (DWM-OK)
-
Oklahoma City, OK
- Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
- 4/25/2024 12:00:00 AM
General Dentist -Oklahoma City, Oklahoma
- Hiring Now!
-
Oklahoma City, OK
- General Dentist Complete Dental - OKC is looking for a General Dentist to join our team. Why Heartland Dental? As the le...
- 4/25/2024 12:00:00 AM
Experienced General Dentist - Oklahoma City, OK
- 104th Family Dental
-
Oklahoma City, OK
- General Dentist Moore Complete Dentalis looking for a General Dentist to join our team. Why Heartland Dental? As the lea...
- 4/25/2024 12:00:00 AM
Remote - Professional Tele Marketer
- Life Balance Transition
-
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...
- 4/23/2024 12:00:00 AM
Auto Glass Installation Technician Trainee
- Safelite Group, Inc.
-
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 ...
- 4/22/2024 12:00:00 AM
SALES REP - REMOTE
- The Prugar Agency
-
Oklahoma City, OK
- The Prugar Agency protects families with Life, Whole Life, Mortgage Protection, Annuities, Index Universal Life, and mor...
- 4/22/2024 12:00:00 AM
Customer Account Specialist
- C.H. Robinson
-
Oklahoma City, OK
- **Do your friends describe you as a people person?** Do you have customer relations experience? Are you looking for a ro...
- 4/21/2024 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, Sr. jobs
$101,144 to $144,926
Oklahoma City, Oklahoma area prices
were up 1.2% from a year ago
were up 1.2% from a year ago