Financial Advisor

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.

• 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.

• 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.

• 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.

• 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.

Mid‑Senior level

Full‑time

Finance

Financial Services, Investment Banking, and Capital Markets

Tulsa, OK