About this role
Financial Advisor at Central Bank. Location: Tulsa, Oklahoma, United States. Role: Provide investment advice, Maintain client relationships, Network with professionals Requirements: Bachelor’s in Business; 3-5 years brokerage experience; Series 7/63/65/66; Life and Health licenses; CFP recommended; strong client service. Category: Finance and Accounting Seniority: Mid Level Tools: Clientworks, Redtail, Albridge, Argus Research, Financial Planning tools Certifications: series 7, series 63, series 65, series 66, life insurance, health insurance Commitment: Full Time Workplace: Onsite Languages: English