Financial Planning Associate

Arkansas Talent Group
Tulsa, OK
Category Accounting
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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