- Bank of America (Tulsa, OK)
- …about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program ** and become an investment specialist in one ... Financial Solutions Advisor Stage I -...**The Academy** offers a defined path to becoming an advisor through a multi-stage training program , one… more
- Bank of America (Tulsa, OK)
- …to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network...reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice… more
- Edward Jones (Pryor, OK)
- …will decrease** We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you ... worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new...to succeed in our client-first business model. The new financial advisor compensation program includes… more
- Thrivent Financial (Tulsa, OK)
- …comprehensive advisor onboarding program . Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians ... Thrivent Financial Advisor Meaningful work. Rewarding career....programs to help you manage your physical, emotional and financial health. + Gift matching program to… more
- Bank of America (Tulsa, OK)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...Contact us to get more details about our Experienced Advisor Program , competitive compensation package, and how… more
- Veterans Affairs, Veterans Health Administration (Tulsa, OK)
- Summary Serves as Medical Center liaison and advisor on contract related services focusing on critical clinical and healthcare services, product acquisition and ... support services required by project managers, program managers, upper management, and stakeholders on all aspects...you will serve as the medical center liaison and advisor on contract related services focusing on critical clinical… more
- Deloitte (Tulsa, OK)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... management clients. You will assist clients with effective analysis, solution development , and implementation of clients' tax objectives. You will manage the… more
- Deloitte (Tulsa, OK)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... management clients. You will assist clients with effective analysis, solution development , and implementation of clients' tax objectives. You will manage the… more
- Deloitte (Tulsa, OK)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Providing leadership, counseling, and career guidance for the development and motivation of the engagement team. The Team...be eligible to participate in a discretionary annual incentive program , subject to the rules governing the program… more
- Deloitte (Tulsa, OK)
- …cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, accounting for ... and existing clients. + Providing leadership, counseling, and career guidance for the development and motivation of the engagement team. The Team At Deloitte Tax… more
- Ascension Health (Tulsa, OK)
- …role, education, experience, location, and qualifications. Connect with your Talent Advisor for additional specifics._ **Responsibilities** We are seeking a Senior ... business goals. + Direct-to-Provider Marketing: Partner closely with business development teams to lead direct-to-provider marketing and engagement, provider-directed… more
- Ascension Health (Tulsa, OK)
- …for additional specifics._ **Responsibilities** Manage all aspects of the Infection Prevention Program . + Manage the planning, development and implementation of ... and regulatory requirements. + Manage recruitment, interview, selection, retention, staff development and performance management processes for the staff of assigned… more
- Deloitte (Tulsa, OK)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... controversy and risk management, specialized services including research and development , government incentives, and tax management consulting. Join us, and… more
- Deloitte (Tulsa, OK)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy and risk management, specialized services including research and development , government incentives, and tax management consulting. Join us, and… more
- ADP (Tulsa, OK)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... within a defined territory. You'll attend our award-winning training program and join a sales team that works with...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more