Senior Wealth Advisor - High-Net-Worth Planning

Relation Insurance, Inc.; Tulsa (OK); Sur place; USD 65 000 - 110 000; Plein temps

Avantages offerts par ce poste

Competitive pay

401K

Paid time off

Health benefits

Résumé du poste

Relation Insurance, Inc. is seeking a Financial Advisor in Tulsa, OK to deliver comprehensive financial planning and investment management for a high-net-worth client base.

You will build trusted relationships, conduct regular plan reviews, and craft strategies across investments, retirement, tax optimization, and estate planning. You will use MoneyGuide and eMoney to model scenarios, grow assets via referrals, and ensure regulatory compliance while serving as the client’s main advisor.

Qualifications

• High school diploma or equivalent.
• 5+ years of experience in wealth management or financial advisory.
• Proven ability to manage and grow a high-net-worth client book.
• Strong knowledge of financial products, investment strategies, and regulatory requirements.
• Proficiency with financial planning software (MoneyGuide, eMoney).
• Excellent interpersonal, presentation, and communication skills.
• Commitment to fiduciary responsibility.
• Advanced proficiency in Microsoft Office.

Responsabilités

• Build and maintain trust-based relationships with clients as their primary advisor.
• Conduct regular meetings to review financial plans, investment performance, and evolving client needs.
• Develop comprehensive financial plans including investments, retirement planning, tax optimization, and estate planning.
• Provide ongoing portfolio analysis and recommendations aligned with clients’ objectives and risk tolerance.
• Utilize planning tools to model scenarios and deliver actionable insights.
• Identify opportunities to grow assets through referrals, networking, and community engagement.
• Maintain a proactive pipeline of prospective clients and convert leads into long-term relationships.
• Ensure adherence to regulatory requirements and internal compliance standards.
• Maintain accurate documentation of client interactions and financial plans.
• Collaborate with internal teams to deliver a seamless client experience.

Connaissances

Relationship management

Financial analysis

Regulatory knowledge

Prospecting

Formation

High school diploma or equivalent

Outils

MoneyGuide

eMoney

MS Office

Description du poste

Relation Insurance, Inc. is seeking a Financial Advisor in Tulsa, OK to deliver comprehensive financial planning and investment management for a high-net-worth client base.

You will build trusted relationships, conduct regular plan reviews, and craft strategies across investments, retirement, tax optimization, and estate planning. You will use MoneyGuide and eMoney to model scenarios, grow assets via referrals, and ensure regulatory compliance while serving as the client’s main advisor.