×
Register Here to Apply for Jobs or Post Jobs. X

Financial Advisor

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: The Well Recruiting Solutions
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below

Hourly pay range: $/yr - $/yr

Compensation:
Salary + bonus; examples shared $100K–$150K base depending on experience/network; equity potential over time; full benefits + 401(k) match.

Flexible location and schedule: hybrid friendly.

WHY THIS ROLE
  • We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm based in Tulsa, OK.
  • Join an ensemble, fee-only practice with centralized planning and investments (direct indexing + private markets).
  • Help drive 18%+ annual growth while delivering planning‑led advice to HNW families.
WHAT YOU'LL DO
  • Grow:
    Activate your addressable network to bring in HNW relationships; partner with marketing.
  • Serve:
    Quarterback planning + investments alongside a CFP/CPA planner, Director of Investments, Analyst, and CSAs.
  • Advise:
    Customize public (direct indexing) + private allocations; transition assets smoothly and tax‑aware.
  • Build:
    Contribute to firm initiatives and potential geographic expansion over time.
WHAT YOU BRING
  • HNW advisory experience and a real network to call on (book helpful, network required).
  • Series 65/66 preferred (fee‑only); CFP preferred (not required).
  • Curious, low‑ego collaborator with excellent follow‑through; comfortable with direct indexing and private investments.
WHAT WE OFFER
  • Salary + bonus with upside via growth; equity pathway for high‑impact performers.
  • Full benefits (employer‑paid employee coverage; confirmation pending) + 401(k) match.
  • Hybrid flexibility;
    Monday morning in‑office meeting; strong team support with CFP‑led planning.
Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Industries

Financial Services, Investment Banking, and Capital Markets

Location

Tulsa, OK

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary