Financial Advisor - Portfolio Strategy & Client Growth

Talentify; Oklahoma City (OK); Presencial; USD 65.000 - 110.000; Jornada completa

Descripción de la vacante

Talentify in Oklahoma City seeks a licensed financial professional to provide investment advice, portfolio analysis, and trade execution for a diverse client base. You will develop plans aligned with client goals and conduct periodic reviews to adjust portfolios.

This role requires strong communication, exceptional service, and strict adherence to regulatory and company policies while building lasting relationships through networking and referrals.

Formación

• Bachelor’s Degree in Business.
• 3 - 5 years Brokerage experience required.
• Series 7, Series 63 & 65 or 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 relation skills.
• Ability to communicate effectively with individuals or groups.
• Strong PC skills.
• Self-starter – initiative to begin projects independently.
• Effective oral & written communication skills.

Responsabilidades

• 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 required software platforms; broker dealer system, contact management system, banking core system and financial planning tools
• Assist clients with basic banking inquiries related to brokerage/advisory accounts

Conocimientos

Brokerage experience

Listening

Customer service

Self-starter

Communication

Team collaboration

Initiative

Oral & written communication

Educación

Bachelor’s Degree in Business

Series 7 License

Series 63 License

Series 65 License

Series 66 License

Life and Health Insurance Licenses

Certified Financial Planner designation

Herramientas

Brokerage system

Contact management system

Banking core system

Financial planning tools

Descripción del empleo

Talentify in Oklahoma City seeks a licensed financial professional to provide investment advice, portfolio analysis, and trade execution for a diverse client base. You will develop plans aligned with client goals and conduct periodic reviews to adjust portfolios.

This role requires strong communication, exceptional service, and strict adherence to regulatory and company policies while building lasting relationships through networking and referrals.