Associate Financial Planner

Villines Wealth Management, LLC; Tulsa (OK); On-site; USD 45,000 - 75,000; Full time

Job summary

An exciting opportunity awaits at a fun and growing independent financial services firm in Tulsa, where you can start your career as an Associate Financial Planner. This role focuses on providing holistic financial services, including financial and tax planning, while ensuring a stellar client experience. You'll have the chance to build and maintain financial plans, conduct investment research, and engage directly with clients. With a supportive work environment that values work-life balance and offers competitive pay, health benefits, and opportunities for professional growth, this position is perfect for someone eager to make a difference in clients' financial journeys. If you're ready to embark on a fulfilling career path, we encourage you to apply!

Benefits

Health Insurance

Dental Insurance

401(K) with Employer Matching

Performance-based Bonus

Paid Holidays

Paid Sick Days

Paid Vacation Days

Support for Continuing Education

Support for Certifications/Licensing

Qualifications

• Bachelor’s degree required, preferably in Finance or Accounting.
• Proficiency in eMoney and Microsoft Excel is essential.

Responsibilities

• Deliver exceptional client experience by building financial plans.
• Assist with investment research and portfolio due diligence.

Skills

Communication Skills

Attention to Detail

Flexibility

Client Interaction

Education

Bachelor’s degree in Finance or Accounting

Tools

eMoney Financial Planning Software

Microsoft Excel

MS Office Suite

Morningstar Advisor Workstation

Redtail CRM

Job description

Villines Wealth Management, LLC Tulsa, OK

Immediate on-site opening for an Associate Financial Planner at Villines Wealth Management, a fun and growing Independent Financial Services firm in Tulsa, OK, focused on serving clients with holistic financial services, including Financial Planning, Tax Planning, and Tax-Intelligent Investment Management. Primary responsibilities will be to deliver an exceptional client experience by building and maintaining financial plans for clients, assisting with investment research and portfolio due diligence, meeting and interacting with clients, and other various projects to serve the Firm’s clients. There is potential in the future for the right candidate to grow their own book of business, but our immediate need is to support existing Firm clients.

Qualifications:

1. Bachelor’s degree or equivalent from a four-year college or university required, preferably in Finance or Accounting.
2. The ideal candidate will have successfully completed the SIE, Series 7, Series 66 (or 63 and 65), and Life/Health Insurance License, but candidates who are aggressively pursuing completion of those exams in a reasonably short period of time will also be considered.
3. CFP or CPA designations will also be a plus in consideration for the position but are not required.
4. Previous work experience in a Financial Services Firm is preferred.

The ideal candidate will be flexible, with strong communication, grammar, and computer skills required, as well as great attention to detail. An outgoing personality is a must, so the shy need not apply. Proficiency in eMoney financial planning software will be VERY beneficial and will set candidates apart from other applicants. Proficiency in Microsoft Excel is a must, as well as the suite of other MS Office apps. Familiarity with Morningstar Advisor Workstation and Redtail CRM is helpful but not required.

We emphasize healthy family/work life balance with a very relaxed atmosphere and great office hours (typical office hours are Monday – Thursday 9 – 5, and Friday 9 – 1, with the understanding that from time to time flexibility may be required). We offer competitive pay commensurate with experience and performance, health insurance, dental insurance, a 401(K) plan with generous employer-matching contributions, the potential for performance-based bonus-pay, support for ongoing continuing education, support for further certifications/licensing, paid holidays, and paid sick and vacation days. Our office is located just off I-44 in Midtown Tulsa, with a beautiful view over the Midtown and Downtown Tulsa skylines.

Qualified and interested candidates should send resumes to Scott Villines @ [e-mail], including a cover letter to expand on applicable experience and compensation expectations.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales