Associate Wealth Advisor jobs in Soper, OK

Recently Added Associate Wealth Advisor jobs

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Senior Wealth Advisor, Norman, OK
  • Savvy Wealth
  • Norman, OK FULL_TIME
  • The Opportunity

    Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform. This is a unique opportunity to have a voice in building the product you use every day.

    What You'll Do

    • Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
    • Develop new HNW client relationships through Savvy's marketing and lead generation programs
    • Provide comprehensive financial planning and investment management advice to clients
    • Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap
    • Partner with our user research and design teams to optimize the client experience and platform UI/UX


    Who You Are

    • 10 years of experience as a financial advisor
    • Manage a portable book of business with $15M in AUM
    • Certified Investment Adviser Representative (Series 65 or 66)
    • Passionate about using technology to deliver better financial outcomes
    • Thrive in a fast-paced, entrepreneurial environment


    Why Savvy

    • Competitive total comp: $100,000 - $499,000 K salary revenue participation equity
    • Dedicated NYC office in Union Square for client meetings
    • Unlimited PTO, 401(k), and top health insurance plans
    • Opportunity to drive innovation at a disruptive, VC-backed fintech startup
    • Commitment to diversity - we're actively recruiting more women to our advisor force


    Savvy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join us in building the future of wealth management
  • 8 Days Ago
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Wealth Advisor
  • Simmons Bank
  • Oklahoma, OK FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.The Wealth Advisor analyzes and interprets clients...
  • 5 Days Ago
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J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, Oklahoma
  • JPMC Candidate Experience page
  • Oklahoma, OK FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 2 Months Ago
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J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, Oklahoma
  • JPMorgan Chase
  • Oklahoma, OK FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 2 Months Ago
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Assistant operation
  • Windle Wealth
  • Oklahoma, OK FULL_TIME
  • Windle Wealth, an investment firm, is seeking an experienced Operations Specialist to handle all aspects of our day-to-day operations. This includes but is not limited to paperwork, account opening, t...
  • 11 Days Ago
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Wealth Management Billing Specialist
  • Compound
  • Oklahoma, OK FULL_TIME
  • OverviewCompound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, techn...
  • 1 Day Ago
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0 Associate Wealth Advisor jobs found in Soper, OK area

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Merchandising Sales Associate
  • Tractor Supply Company
  • Hugo, OK
  • Overall Job Summary This position is responsible for traveling with the Field Activity Support Team (FAST) to stores wit...
  • 6/3/2024 12:00:00 AM
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Fedex Package Handler
  • Fedex
  • Hugo, OK
  • Now Hiring - Great pay & Benefits. Click to Apply. About Fedex When you need a package delivered, look no further than F...
  • 6/3/2024 12:00:00 AM
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DHL Team Member
  • DHL
  • Hugo, OK
  • Now Hiring - Great pay & Benefits. Click to Apply. About DHL DHL was founded in 1969 by Larry Hillblom, a student at UC ...
  • 6/3/2024 12:00:00 AM
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Stage/alternance - Group Reporting System Administrator
  • Valeo SE
  • Paris, TX
  • Valeo is a tech global company, designing breakthrough solutions to reinvent the mobility. We are an automotive supplier...
  • 6/2/2024 12:00:00 AM
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Registered Nurse (RN) - Home Health - PRN
  • Enhabit Home Health & Hospice
  • Boswell, OK
  • Overview: Are you in search of a new career opportunity that makes a meaningful impact? If so, now is the time to find y...
  • 6/2/2024 12:00:00 AM
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KFC Shift Supervisor
  • KFC
  • Hugo, OK
  • This job posting is for a position in a restaurant that is independently owned and operated by a franchisee. This means ...
  • 6/2/2024 12:00:00 AM
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Pepsi Hiring Now ($14 - $28/Hour)
  • PepsiCo
  • Hugo, OK
  • Now Hiring - Great pay & Benefits. Click to Apply. About PepsiCo PepsiCo is a multinational beverage and food corporatio...
  • 6/2/2024 12:00:00 AM
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DHL Hiring Now ($14 - $28/Hour)
  • DHL
  • Hugo, OK
  • Now Hiring - Great pay & Benefits. Click to Apply. About DHL DHL was founded in 1969 by Larry Hillblom, a student at UC ...
  • 6/2/2024 12:00:00 AM
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About Soper, Oklahoma

Soper is a town in Choctaw County, Oklahoma, United States. The population was 261 at the 2010 census. The town was named for P.L. Soper, who was an attorney for the Arkansas and Choctaw Railway. Soper is located in west-central Choctaw County at 34°2′0″N 95°41′48″W / 34.03333°N 95.69667°W / 34.03333; -95.69667 (34.033385, -95.696573). The town is located approximately 12 miles (19 km) west of Hugo, the county seat, and approximately 10 miles (16 km) east of Boswell. Soper has a volunteer fire department, local gas station and market, and several prominent families that have been in the ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Associate Wealth Advisor jobs
$47,071 to $59,873
Soper, Oklahoma area prices
were up 1.2% from a year ago
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What does an Associate Wealth Advisor do?

Associate Wealth Advisor in Chicago, IL
Communicate with internal and external partners, professional advisors and others to obtain and deliver wealth plan related information.
April 20, 2023
Associate Wealth Advisor
Adheres to all company and industry supervisory guidelines and policies.
March 17, 2023
Associate Wealth Advisor in Walnut Creek, CA
Collaborate with our team to help clients reach their financial goals.
December 20, 2022
Monitor clients’ ongoing investment progress, including their asset allocation, portfolio rebalancing, tax-loss harvesting and cash-flow needs.
May 12, 2023