Senior Retirement Advisor: Strategy, Compliance
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2025-12-13
Listing for:
INTRUST Bank
Full Time
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Consultant
Job Description & How to Apply Below
A financial institution in Tulsa is seeking a Senior Retirement Advisor to empower organizations in achieving financial security. This role involves managing complex client portfolios, providing investment guidance, and delivering exceptional client services. Responsibilities include conducting client meetings, overseeing plan administration, and identifying business opportunities. The ideal candidate will have a Bachelor's degree and over five years of experience in Retirement Management.
This position offers competitive pay and a comprehensive benefits package.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
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).
(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:
×