Senior Wealth Advisor

Relation Wealth Management, Inc.; Tulsa (OK); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Health and wellness programs

401(k)

Paid time off

Paid holidays

Job summary

Relation Insurance Inc. is seeking a Financial Advisor to deliver comprehensive financial planning and investment management services to clients in a dynamic, collaborative environment.

You will develop tailored strategies, manage client relationships, and ensure plans align with long‑term objectives, while monitoring market trends and regulatory changes. The role emphasizes building trust-based client relationships, conducting regular plan reviews, and growing assets under management through

Qualifications

• Minimum of 5 years of experience in wealth management or financial advisory roles.
• Proficient with financial planning software (MoneyGuide, eMoney).
• Strong interpersonal, communication, and presentation skills.
• Ability to manage and grow a book of high-net-worth clients.
• Demonstrated commitment to ethical standards and fiduciary responsibility.

Responsibilities

• Builds and maintains strong, trust-based relationships with clients as the primary advisor.
• Conducts regular meetings to review financial plans, investment performance, and client needs.
• Develops comprehensive financial plans including retirement, tax optimization, and estate planning.
• Provides ongoing portfolio analysis and recommendations aligned with client goals and risk tolerance.
• Uses planning tools to model scenarios and deliver actionable insights.
• Identifies opportunities to grow assets under management through referrals and networking.
• Partners with internal teams to deliver a seamless client experience.

Skills

Client relationships

Financial planning

Regulatory knowledge

Presentation skills

Analytical skills

MS Office

Education

High school diploma

Tools

MoneyGuide

eMoney

Job description

Relation Insurance Inc. is seeking a Financial Advisor to deliver comprehensive financial planning and investment management services to clients in a dynamic, collaborative environment.

You will develop tailored strategies, manage client relationships, and ensure plans align with long‑term objectives, while monitoring market trends and regulatory changes. The role emphasizes building trust-based client relationships, conducting regular plan reviews, and growing assets under management through