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Wealth Management Consultant – Client Relationships
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-03-08
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Consultant in Oklahoma City to provide wealth management and investment advice. In this role, you'll build strong relationships with clients, guiding them in their financial journeys. Candidates should have a valid Series 7 license and a desire to deliver exceptional client experiences. The firm offers a supportive culture that promotes professional growth, innovative thought, and a comprehensive benefits package.
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