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Wealth Management Financial Consultant

Wealth Practice Management Leader & Coach

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading global financial services firm is seeking a Practice Management Consultant to support and develop financial advisors within its Wealth Management division. This role involves delivering key concepts, providing mentorship, and presenting strategic plans to bolster advisor effectiveness. Candidates should have over 5 years of experience in wealth management, possess strong presentation and coaching skills, and hold relevant certifications (Series 7, Series 66).

Competitive compensation and professional development opportunities are offered.
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