Client-Focused Financial Advisor & Portfolio Architect

Talentify; Tulsa (OK); On-site; USD 70,000 - 110,000; Full time

Job summary

Talentify in Tulsa, OK seeks an experienced brokerage professional to provide investment advice, analyze portfolios, and execute trades. You will tailor plans to client goals while maintaining compliance and servicing a strong book of clients.

The role emphasizes building relationships, cross-selling bank products where appropriate, and staying current with market research tools and industry regulations.

Qualifications

• Bachelor’s Degree in a Business discipline.
• 3–5 years Brokerage experience required.
• Series 7, Series 63 and/or 65/66 licenses required.
• Life and Health insurance licenses.
• Certified Financial Planner designation highly recommended.
• Strong desire to succeed in a highly competitive industry.
• Exceptional listening skills.
• Exceptional customer-service attitude with strong client relations.
• Ability to communicate effectively with individuals or groups.
• Strong PC skills.
• Self-starter – initiative to begin projects independently.
• Effective oral & written communication skills.

Responsibilities

• Provide investment advice, portfolio analysis, and trade execution.
• Recommend investment plans aligned with client goals.
• Conduct periodic client reviews and adjust portfolios as needed.
• Prioritize client interests and cross-sell bank products when appropriate.
• Build and maintain relationships through networking and community involvement.
• Participate in the referral program and follow up on leads.
• Maintain expertise in financial markets and use research tools.
• Ensure compliance with all regulatory and company policies.
• Manage client records and branch office files.
• Document client communications and assign tasks via Redtail.
• Attend sales meetings and collaborate with bank branches.
• Perform other duties as assigned.
• Be technically proficient with broker-dealer systems.
• Assist clients with basic banking inquiries related to brokerage/advisory accounts.

Skills

Brokerage experience

Client relations

Sales mindset

Financial markets knowledge

Research tools

Regulatory compliance

Communication skills

Education

Bachelor's Degree in Business

Series 7 license

Series 63 license

Series 65 or 66 license

Life and Health insurance licenses

Certified Financial Planner designation (recommended)

Job description

Talentify in Tulsa, OK seeks an experienced brokerage professional to provide investment advice, analyze portfolios, and execute trades. You will tailor plans to client goals while maintaining compliance and servicing a strong book of clients.

The role emphasizes building relationships, cross-selling bank products where appropriate, and staying current with market research tools and industry regulations.