ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Farther
Tulsa
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherT.D. Williamson, Inc.
Tulsa, OK, United States
Senior Financial Accountant page is loaded Senior Financial Accountant Apply locations USA, OK, Tulsa time type Full time posted on Posted Yesterday job requisition id REQ-01547 At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are
Job Source: T.D. Williamson, Inc.Zeeco
Tulsa, OK, United States
Zeeco fosters a robust work environment where employees, from engineering teams to support groups, benefit from a strong culture, trained leadership, and opportunities for growth. Zeeco collaborates with the biggest names in the industry, enabling individuals to broaden their skills alongside teams of subject matter experts. Job Description: Act
Job Source: ZeecoAmazon
Tulsa, OK, United States
Amazon Senior Financial Analyst Seattle , Washington Apply Now Amazon seeks a Senior Financial Analyst to be a key member on the Devices Marketing and Customer Experience Finance team. This role will have heavy impact and high visibility to essential, business-critical processes, and will require interactions with Directors and VPs wi
Job Source: AmazonMarcus And Millichap
Tulsa, OK, United States
Marcus & Millichap Seattle’s top retail/net lease team located in Seattle seeks a talented Senior Financial Analyst with Commercial Real Estate experience, that possesses the following: Ability to work effectively with all personalities, positive, professional, can-do attitude to assist a highly successful and driven team. Courteous and app
Job Source: Marcus And MillichapAston Carter
Tulsa, OK, United States
Aston Carter is seeking a 100% Remote Senior Financial Analyst with manufacturing industry experience for an immediate need. Description: This role’s primary responsibility will be as a strategic business partner for departmental and senior leaders in the management of their monthly expenses, and to ensure they execute within their annual budget ta
Job Source: Aston CarterMatrix Finance and Accounting
Tulsa, OK, United States
New Senior Corporate Accountant Opportunity A hot luxury developer in Seattle is offering an exciting new opportunity for a Senior Corporate Accountant. The developer is known for building impressive new projects along the west coast. As a Senior Corporate Accountant, you will work under the Controller in a key role that involves: Handling finan
Job Source: Matrix Finance and AccountingElevance Health
Tulsa, OK, United States
Elevance Health Financial Accountant Senior INDIANAPOLIS , Indiana Apply Now Location : This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations. The FINANCIAL ACCOUNTANT SENIOR is responsible for supporting the closing, reconciling
Job Source: Elevance HealthTulsa, OK, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
#LI-Remote
#J-18808-Ljbffr
Senior Financial Advisor jobs in Tulsa, OK, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.