Oklahoma City, OK
5/6/2021

The Wealth Management Associate will support the Lead Advisors and be responsible for providing comprehensive wealth planning, investment advisory and tax planning.

Ideal Candidate:

  • Train to become a Wealth Advisor
  • Prepare for and participate in current/prospective client meetings
  • Support Wealth Advisor on all aspects of client relationships
  • Resolve issues and concerns of clients with input from the Wealth Advisor(s)
  • Strong verbal and written communication skills, professional presentation, and organizational skills
  • Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
  • Strong work ethic, interpersonal collaboration and team skills, a must
  • Comfort with accounting/bookkeeping software important
  • 3 years related work experience preferred