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Senior Financial Advisor — Wealth Planner
Job in
Bartlesville, Washington County, Oklahoma, 74005, USA
Listed on 2026-01-27
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial institution is seeking a qualified professional to enhance client relationships and develop business opportunities. The role emphasizes trusted investment advice and comprehensive financial planning. Applicants should hold accreditations like the Canadian Securities Course and demonstrate networking skills and commitment to community engagement. This position offers a diverse and inclusive work environment, aimed at achieving clients' financial goals.
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Position Requirements
10+ Years
work experience
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