Top Division Financial Executive jobs in Oklahoma City, OK

Salary and Benefits*

· Starting Salary: $45,000 /year depending on experience plus bonus potential

• Office Hours: Monday through Thursday 8:00 a.m.–5:00 p.m. and Friday 8:00 a.m.–3:00 p.m.
• Company 401(k) Plan
• Healthcare Coverage
• Primary Health Partners Membership
• Health Savings Accounts (HSA)
• Long Term Disability Insurance
• Zander Identity Theft Protection
• 120 hours PTO per calendar year (pro-rated the first year of employment)
• After 1 year, additional 40 hours PTO if serving for an approved 501C-3 organization
• Paid Holidays

Job Description

As a Financial Consultant with Forge Financial, you will be accountable for identifying and managing client relationships. This role is also responsible for deepening and strengthening existing relationships by continuing to present innovative solutions.

· Review and analyze each client’s current financial situation

· Develop financial plans to help clients achieve their financial goals

· Meet with clients to review their financial plan

· Serve clients by providing information; responding to inquiries; resolving problems

· Document client conversations and activity from client meetings and telephone calls

· Handle incoming and outgoing calls to clients and potential clients

· Contribute to team by accomplishing related results as needed

· Perform general administrative office duties

· Participate in educational opportunities

· Perform any other duties assigned by management

Qualifications

· Candidates will be required to have SIE, Series 7 and Series 66 license. Additional licensing may be required in the future.

· Adhere to a code of ethics as well as complete continuing education requirements keeping licenses current and intact

· Must be a team player and dependable

· Critical thinking skills

· Excellent verbal and written communication skills

· Excellent organizational skills, including planning and prioritizing

· Working knowledge of computers and programs

· Protect organization’s value by keeping information confidential

*Employee Benefits are subject to change.

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person