Associate Advisor

JoCo; Tulsa (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

JoCo in Tulsa, OK is seeking an entry-level Associate Advisor to support the delivery of comprehensive financial plans. You will work closely with lead advisors to gain hands-on experience in budgeting, estate planning, and retirement strategies while handling client account paperwork and documentation.

The role offers exposure to various financial planning areas, including insurance, retirement, and long‑term decision‑making, with emphasis on client service and accurate record‑keeping in a

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Financial Planning, or related field.
• 0–2 years of relevant experience; internships or related coursework are a plus.
• Understanding of estate planning, insurance planning, and retirement strategies is a plus.
• Excellent interpersonal, organizational, and attention‑to‑detail skills.
• Willingness to assist with administrative responsibilities as needed.

Responsibilities

• Assist with client account paperwork, documentation, and other administrative tasks.
• Assist in developing and maintaining personalized financial plans that incorporate budgeting, insurance, estate planning, and goal setting.
• Maintain and update client records and planning tools to ensure accuracy and consistency.
• Proactively communicate with clients through phone, email, and in‑person meetings to ensure a thorough, client‑first planning experience.
• Learn and gain exposure to areas of financial planning, including insurance, estate planning, retirement, and long‑term financial decision‑making.
• Provide general administrative support to the advisory team as needed.

Skills

Interpersonal skills

Organizational skills

Attention to detail

Communication skills

Education

Bachelor’s degree in Finance, Business, Accounting, Financial Planning, or related field

Job description

The Associate Advisor will be responsible for supporting the delivery of comprehensive financial plans that help clients achieve their life goals. This entry-level role is ideal for a recent college graduate or upcoming graduate eager to grow within a collaborative, client-focused firm and work closely with lead advisors to gain hands‑on experience in financial planning and long‑term financial decision-making. The role will also provide administrative support, primarily related to client account paperwork and documentation.

What are the responsibilities?

• As an Associate Advisor, you will:
• Assist with client account paperwork, documentation, and other administrative tasks
• Assist in developing and maintaining personalized financial plans that incorporate budgeting, insurance, estate planning, and goal setting
• Maintain and update client records and planning tools to ensure accuracy and consistency
• Proactively communicate with clients through phone, email, and in‑person meetings to ensure a thorough, client‑first planning experience
• Learn and gain exposure to areas of financial planning, including insurance, estate planning, retirement, and long‑term financial decision‑making
• Provide general administrative support to the advisory team as needed

What are the requirements?

• Bachelor’s degree in Finance, Business, Accounting, Financial Planning, or related field, or expected graduation in the near future
• 0–2 years of relevant experience; internships or related coursework are a plus
• Understanding of estate planning, insurance planning, and retirement strategies is a plus
• Excellent interpersonal, organizational, and attention‑to‑detail skills
• Willingness to assist with administrative responsibilities as needed

You would be really happy here if you are:

• Are highly dependable and take ownership of responsibilities with care and professionalism
• Enjoy helping people make informed, confident decisions about their future
• Communicate clearly and compassionately, even when discussing complex or sensitive topics

JoCo is an Equal Opportunity Employer. We are committed to providing a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business needs.