About this role
Wealth Advisor at STRIDE BANK NA. Location: Oklahoma City, Oklahoma, United States. Role: advising clients, developing plans, building relationships Requirements: Bachelor's degree required, 5+ years client-facing financial services experience, knowledge of wealth management, estate/gift tax, trust structures, investment management, strong communication and networking skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English