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Financial Planning Associate
Arkansas Talent Group
Tulsa, OK
Category
Accounting
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Job Description
Arkansas Talent Group is partnering with a private wealth advisory practice to find a Financial Planning Associate to join their growing team in Tulsa, OK. This is an excellent opportunity for an early-career professional interested in financial planning or wealth management.
Requirements
Build and deepen relationships with existing clients
Develop comprehensive financial plans and provide investment recommendations
Stay current on market trends and financial planning strategies
Pursue continuous professional development
Benefits
Competitive base salary, plus performance-based bonus
Comprehensive health, dental, and vision insurance
401(k) Safe Harbor plan with employer contribution
Paid time off (PTO)
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