Established investment advisory practice seeking a Relationship Advisor to join our team and assist servicing client accounts. No prospecting required.
Responsibilities:
· Assessing clients’ financial situations
· Understanding clients’ needs and goals
· Providing guidance on financial products
· Promptly responding to client inquiries
· Building long-term client relationships
· Staying updated on industry trends
Requirements:
· FINRA SIE or securities licenses preferred but not initially required
· Ability to prioritize and multitask
· Excellent written and verbal communication skills
· Strong attention to detail
· Strong people and organizational skills
Job Types: Full-time, Permanent
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Compensation package:
Weekly schedule:
Work setting:
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Norman, OK 73069 (Preferred)
Ability to Relocate:
- Norman, OK 73069: Relocate before starting work (Required)
Work Location: In person