Wealth Advisor

Stride Bank Na; Oklahoma City (OK); On-site; USD 85,000 - 130,000; Full time

Job summary

Stride Bank Na is seeking a seasoned wealth management professional to partner with clients, assess financial standings, and craft strategies for achieving defined goals. The role emphasizes fiduciary responsibility, comprehensive planning, and long-term client relationships within a banking framework.

Candidates should have a strong background in finance, a minimum of five years in client-facing financial services, and a preference for CFA/CFP/CPA/JD credentials.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 5+ years’ experience in a client-facing financial services role.
• CFA, CFP, CPA, or JD, preferred.

Responsibilities

• Partners with clients to identify, understand, and refine their financial goals.
• Analyzes clients’ financial status and develops recommendations that help them work towards well-defined financial objectives.
• Ensures client satisfaction and retention by developing and implementing appropriate financial solutions, building meaningful and long-lasting relationships.
• Acts as a fiduciary, placing clients’ interests and outcomes first.
• Conducts regular reviews with clients to update their financial plans as needed.
• Develops a professional network to drive business; proactively seeks new client opportunities.
• Leverages knowledge of the Bank’s internal systems for financial planning and cash flow analysis to drive business objectives.
• Ensures compliance with all relevant regulations and standards.
• Keeps current with financial markets, industry trends, and relevant regulatory updates, to advise internal teams and leadership when needed.

Skills

Client relationship skills

Financial planning

Investment knowledge

Communication skills

Education

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

CFA/ CFP / CPA / JD preferred

Job description

Job DetailsJob Location: OKC-Gaillardia - Oklahoma City, OK 73142Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NegligibleJob Shift: DayJob Category: Banking

PRINCIPAL DUTIES AND RESPONSIBILITIES

• Partners with clients to identify, understand, and refine their financial goals; educates them on available financial services and investment opportunities.
• Analyzes clients’ financial status and develops recommendations that help them work towards well-defined financial objectives.
• Ensures client satisfaction and retention by developing and implementing appropriate financial solutions, building meaningful and long-lasting relationships.
• Acts as a fiduciary, placing clients’ interests and outcomes first.
• Conducts regular reviews with clients to update their financial plans as needed.
• Develops a professional network to drive business; proactively seeks new client opportunities.
• Leverages knowledge of the Bank’s internal systems for financial planning and cash flow analysis to drive business objectives.
• Ensures compliance with all relevant regulations and standards.
• Keeps current with financial markets, industry trends, and relevant regulatory updates, to advise internal teams and leadership when needed.

Non-Essential Functions: Performs other duties as assigned.

QualificationsEDUCATION AND/OR EXPERIENCE

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field, required.
• 5+ years’ experience in client-facing financial services role, required.
• CFA, CFP, CPA, or JD, preferred.

KNOWLEDGE, SKILLS, AND ABILITIES

• Strong knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management.
• Strong understanding of wealth management concepts, investment opportunities, and financial markets.
• Prior success selling financial services.
• Excellent networking, relationship management, and client service skills.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to communicate complex financial solutions to clients.
• Ability to work independently and in a team environment.