Strategic Wealth Advisor – Client-Focused Growth

Stride Bank, N.A.; Oklahoma City (OK); On-site; USD 70,000 - 90,000; Full time

Job summary

Stride Bank, N.A. is seeking a Wealth Advisor in Oklahoma City to manage client relationships and provide high-level financial planning services. The advisor will identify investment opportunities and analyze data to create financial plans tailored to clients’ goals.

With a required Bachelor's degree and 5+ years of experience in financial services, the ideal candidate will demonstrate strong knowledge of wealth management concepts and possess excellent client service skills. Join a progressive team committed to client success.

Qualifications

• 5+ years’ experience in client‑facing financial services role.
• Demonstrated ability in selling financial services.
• Ability to build and maintain client relationships.

Responsibilities

• Identify and understand clients' financial goals and educate them on financial services.
• Analyze clients’ financial status to develop tailored recommendations.
• Ensure client satisfaction by providing appropriate financial solutions.
• Conduct regular reviews to update financial plans.

Skills

Strong knowledge of estate and gift taxes

Knowledge of wealth management concepts

Excellent networking skills

Strong client service skills

Excellent communication skills

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

CFA, CFP, CPA, or JD

Job description

Stride Bank, N.A. is seeking a Wealth Advisor in Oklahoma City to manage client relationships and provide high-level financial planning services. The advisor will identify investment opportunities and analyze data to create financial plans tailored to clients’ goals.

With a required Bachelor's degree and 5+ years of experience in financial services, the ideal candidate will demonstrate strong knowledge of wealth management concepts and possess excellent client service skills. Join a progressive team committed to client success.