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Wealth Advisor - Job Opening

Our firm in Tulsa, OK has a rewarding opening for a full-time Wealth Advisor. The ideal candidate will already be a fully-licensed Advisor, with Series 7 and Series 65 or 66, and a life insurance license, with a minimum of 5 years experience as a licensed Advisor in the Tulsa area.  The ideal candidate will already have an existing book of business to bring in, but will still be eager to continue to grow that book with new relationships.  We believe in service with a smile, treating others the way that we wish to be treated and always going the extra mile.  The ideal candidate will also be unwavering in our beliefs, integrity and ethical standards.

 Responsibilities include but are not limited to:

  • Building client relationships;
  • Managing clients' investments;
  • Building an maintaining Financial Plans for clients;
  • Meeting with clients regularly to stay deeply engaged;
  • Working with office team and broker-dealer/RIA home-office team to facilitate to coordinate client paperwork;
  • Maintaining files in a manner that facilitates rapid retrieval and satisfies all regulatory and broker-dealer/RIA compliance requirements;
  • Ongoing training and continuing education;
  • Always holding the clients' best interest at the highest regard, and placing the clients' needs above their own.

 Education/Experience:

  • Five years experience as a Series 7 and 65 or 66 licensed Financial Advisor in the Tulsa area;
  • College degree preferred;
  • Tax knowledge preferred;
  • Microsoft Office proficiency required.

 Competencies:

  • Great with people, with a focus on caring for our clients;
  • Attention to work quality;
  • High level of trust, integrity, and confidentiality;
  • High communication skills with focus on relationship building;
  • Client satisfaction focused;
  • Organized;
  • Takes Initiative;
  • Flexibility;
  • Tech savvy and computer literate;
  • Positive and optimistic nature.

This position plays a critical role in the success and growth of our firm.   We believe in work/life balance; there is flexibility in both the potential career growth and schedule. Core office hours are Monday through Thursday 9-5, and Friday 9-1.  Benefits include flexible schedule, 401(K) retirement plan with employer matching contributions, and competitive payout commensurate with qualifications, experience, and production.  We are affiliated with an independent B-D/RIA, and you will be able to grow and own your book of business.

Interested candidates should submit their resume and salary requirements to Scott Villines at scott@villineswealth.com or may call 918-877-9099.