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Associate Advisor

Oklahoma Financial Center
Oklahoma City, Oklahoma
Closing date
Apr 9, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification


We are seeking an Associate Advisor that will support the firm’s Financial Advisory Team by focusing on drafting financial plans and developing analyses that can be presented by the lead professionals as well as providing assistance with a variety of tasks so the advisors are more efficient and focused on business development and professional responsibilities. Specific areas of responsibility include, but are not limited to:

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

  • Draft financial plans
  • Perform asset allocation analysis necessary for client onboarding and portfolio reviews
  • Create custom analyses of financial decisions
  • Prepare presentations and other material necessary for client meetings
  • Perform research of investments that clients currently hold or may hold
  • Answer routine client questions and service requests
  • Understand and support the firm’s vision, mission, and strategy
  • Attend business development meetings with Senior Advisors and take responsibility for follow-up tasks
  • Engage in teamwork and team building and integrate into the culture of the firm

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities:

  • Mastery of the financial planning process
  • Knowledge of the firm’s planning and service process
  • Expert user of all the technology utilized by the firm
  • Superior customer service skills
  • Exceptional organizational skills
  • Attention to detail Integrity, discretion, and respect for confidentiality and privacy
  • Excellent written and verbal communication skills
  • Research and critical thinking skills
  • Professional appearance and demeanor
  • Accountability with effective follow-up and deadline-focused
  • Self-motivated with the ability to work independently as well as under direction



  • Bachelor’s degree required Minimum 3 years of experience


  • Must have Series 7, 63, 65 or equivalent Must have Oklahoma Life and Health Insurance license

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Ability to sit at a computer for long periods of time in office environment well lit.
  • Ability to communicate via phone with clients and vendors
  • Position is located in the Oklahoma City, OK office.  Must be able to work in the office during scheduled work hours (8am-5pm).

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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