About this role
Financial Advisor at Relation Insurance. Location: Tulsa, Oklahoma, United States. Role: building relationships, conducting meetings, developing plans Requirements: 5+ years wealth management/financial advisory experience, high school diploma required, proficiency with MoneyGuide and eMoney, strong interpersonal, analytical and regulatory knowledge, ability to grow and manage high-net-worth client relationships. Category: Sales Seniority: Senior Level Tools: MoneyGuide, eMoney, Microsoft Excel, Microsoft PowerPoint, Microsoft Word Commitment: Full Time Workplace: Onsite Languages: English