Talon Wealth ยท 1 week ago
Investment Advisor
Tulsa, OK
Full-time
Onsite
Mid LevelTalon Wealth is committed to helping clients achieve their financial goals through personalized wealth planning strategies. The Investment Advisor will work closely with clients to develop tailored investment strategies and provide regular progress updates while managing investment portfolios and delivering exceptional customer service.
AdviceFinancial ServicesWealth Management
Responsibilities
Conducting comprehensive financial planning
Managing investment portfolios
Delivering exceptional customer service to build and maintain strong client relationships
Collaborating with other financial professionals
Staying informed about market trends
Providing informed advice
Qualification
Required
Proficiency in Financial Planning
Series 65/66 License
Strong knowledge of Investments and Investment Strategies, including asset allocation and diversification
Understanding of Finance principles and effective credit and tax planning
Excellent Customer Service skills, with a focus on relationship building and client satisfaction
Strong communication, analytical, and decision-making skills
Proficiency in financial software and tools
Preferred
Bachelor's degree in Finance, Economics, Business, or a related field preferred
Relevant financial certifications (e.g., CFP, CFA) are a plus
Company
Talon Wealth
We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase