Entry-Level Financial Planning 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

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