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SFS, Inc. is a leading supplier of field services to Fortune 1000 manufacturers and retailers in the U.S. We contract over 3 million retail merchandising, auditing, installation and assembly projects in almost every zip code in the country, including Puerto Rico and the Virgin Islands.
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You will conduct economic and investment research; research and recommend investments and portfolio allocations; manage and monitor client portfolios; perform investment analysis and financial planning as necessary to ensure client assets are managed consistent with client objectives; and perform other such duties as may be necessary from time to time that are consistent with the duties of a managing director.
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As an Associate Financial Advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals.
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This job is full time onsite in our Tulsa, OK office with friendly co-workers ASSOCIATE FINANCIAL ADVISOR NEXT STEPS:Advance Your Career - Apply Today. This position is full time with a base salary and performance-based bonus compensation.
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You will manage client relationships through gathering and analyzing client data, helping to prepare financial plans, and advising clients on their financial planning and investment decisions.
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Expectations are to both strengthen relationships and increase business with existing clients as well as to develop new client relationships. Comprehensive benefits include:·Health,·Dental, ·401K ASSOCIATE FINANCIAL ADVISOR IMPACT:Step into a pivotal role with a growing team in our Tulsa, Oklahoma office.
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ASSOCIATE FINANCIAL ADVISOR Tulsa, OK. ASSOCIATE FINANCIAL ADVISOR BENEFITS: Competitive salary commensurate with experience. ASSOCIATE FINANCIAL ADVISOR ASSOCIATE FINANCIAL ADVISORCOMPANY PROFILE:We are selecting candidates for a recognized industry leader., If selected, you'll be advancing your career with an organization that values employees and actively invests in their success., In this team environment, employees thrive in a culture that values people, serves people and emphasizes quality.
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Help conduct the smooth operation of a fast-paced - and friendly - financial advisory office. Our leadership team will guide you as you hone your skills and build a base of clients whom you serve. You will also consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
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The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals.
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As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, CBIZ Risk Advisory Services provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.
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The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals.
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Comprehensive benefits include:·Health,·Dental, ·K ASSOCIATE FINANCIAL ADVISOR IMPACT:Step into a pivotal role with a growing team in our Tulsa, Oklahoma office.
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The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals.
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The Associate Financial Advisor will assist in providing financial advisory services to clients in order to help them achieve their financial goals.
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