Investment officer Jobs in Tulsa, OK
Last updated: 22 hours ago
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, includ...Show moreLast updated: 1 day ago
Wealth Management; Professional; Relationship Management; Trust.Pay Transparency Salary Range : .BOK Financial Corporation Group includes BOKF, NA.
BOK Financial Securities, Inc.BOK Financial Private...Show moreLast updated: 11 days ago
As a Six Flags Team Member you will receive these great perks.FREE Tickets to Friends & Family Members.Team Member Exclusive Parties and Events.
Team Member Recognition and Prizes.Discounts on Ticke...Show moreLast updated: 3 days ago
Job Posting End Date (Continuous if Blank).Note : Applications will be accepted until 11 : 59 PM on the day prior to the posting end date above.
Estimated Appointment End Date (Continuous if Blank).Sta...Show moreLast updated: 30+ days ago
The Chief Housing Officer leads the housing portfolio and related programs, focusing on homelessness prevention and the maintenance and expansion of stable housing.
They ensure the success of housin...Show moreLast updated: 30+ days ago
In 1998, Tulsa Community Foundation (TCF) was established to assist nonprofit agencies, corporations, individuals and families with flexible charitable giving solutions.
The Tulsa Community Foundati...Show moreLast updated: 9 days ago
Under general supervision, apprehends, impounds, rehomes, and euthanizes as necessary unlicensed, stray, and uncontrolled animals within the Sand Springs city limits in accordance with state and lo...Show moreLast updated: 13 days ago
Actively calls on new and prospective customers, exploring needs and recommending bank products and services that are in the best interest of the customer and that achieve their financial objective...Show moreLast updated: 22 hours ago
About America's Navy has the most modern, advanced fleet of ships in the entire world.Surface Warfare Officers (SWOs) are trained extensively to maintain and operate these ships, their crews and th...Show moreLast updated: 3 days ago
With the constant evolution of today's technology, information and communications can be optimized like never before.Responsible for a wide range of weaponry, training and intelligence efficiencies...Show moreLast updated: 3 days ago
Support the mission of A New Leaf, Inc.ANL) through the execution of multiple development strategies to fund programs, operations, endowments, and special campaigns.
The MGO will oversee a portfolio...Show moreLast updated: 4 days ago
School Safety Officer (Police Officer).Tulsa Public Schools’ existing salary schedules provide careerincrement adjustments based on education / experience and / or years of creditableservice.For more i...Show moreLast updated: 30+ days ago
Help ensure a safe environment for all of our students, faculty, staff, and visitors as a Police Officer.Perform general duty police work for the benefit of Tulsa Community College students, facult...Show moreLast updated: 30+ days ago
THE ARMY HEALTH CARE ADVANTAGE As a member of the Army health care team, you’ll receive benefits that you won’t be able to get in a civilian career.
Challenging Work Feel inspired with great case di...Show moreLast updated: 3 days ago
SIGN-ON BONUS - $500 AT 30 DAYS, $500 AT 6 MONTHS AND $1,000 AT A YEAR OF EMPLOYMENT.Tulsa Airports Improvement Trust (TAIT) proudly operates both Tulsa International Airport (TUL) and Tulsa Rivers...Show moreLast updated: 17 days ago
Cherokee Federal is seeking a dynamic and strategic Chief Financial Officer (CFO) to lead and manage all financial aspects of the organization.
The CFO will work closely with the executive leadershi...Show moreLast updated: 29 days ago
Mortgage Loan Originator-Tulsa and Oklahoma City.Tulsa, OK or Oklahoma City, OK.Essential Duties and Responsibilities : .
Establish and maintain relationships with potential and existing customers.Edu...Show moreLast updated: 2 days ago
Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Manages medium / large and complex portfolios based on client and corporate investment objective...Show moreLast updated: 30+ days ago
Support the mission of A New Leaf, Inc.ANL) through the execution of multiple development strategies to fund programs, operations, endowments, and special campaigns.
The MGO will oversee a portfolio...Show moreLast updated: 2 days ago
- Promoted
Investment Consultant - Tulsa, OK
Charles SchwabTULSA, Oklahoma, United States$44,900.00–$85,800.00 yearly
Full-time
- Promoted
Trust Officer
BOK FinancialTulsa, OK, United StatesFull-time
- Promoted
PUBLIC SAFETY OFFICER
Frontier CityOK, United StatesFull-time
Investment Assistant
The State of OklahomaOklahoma County$50,000.04 yearly
Full-time
- Promoted
Chief Housing Officer
Mental Health Association of OklahomaTulsa, OK, USFull-time
- Promoted
Program Officer - Development
Tulsa Community FoundationTulsa, OK, United StatesFull-time
- Promoted
Animal Welfare Officer
City of Sand SpringsSand Springs, OK, USFull-time
- Promoted
- New!
Commercial Loan Officer
Central BancompanyTulsa, OK, United StatesFull-time
- Promoted
Surface Warfare Officer
US NavyTulsa, Oklahoma, USFull-time
- Promoted
Cyberspace Operations Officer
United States Air ForceTulsa, OK, USFull-time
- Promoted
Major Gifts Officer
A New LeafOwasso, OK, United StatesFull-time
School Safety Officer (Police Officer)
Tulsa Public SchoolsTulsa, USAFull-time
- Promoted
Police Officer
Tulsa Community CollegeTulsa, OK, United StatesFull-time
Senior Investment Manager
Bank of TexasTulsa, OK, US You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills.
You find satisfaction in helping others by offering sound financial advic...Show moreLast updated: 30+ days ago
- Promoted
Occupational Medicine Officer
United States ArmyMuskogee County, OK, United StatesFull-time
- Promoted
Airport Police Officer
Tulsa International AirportTulsa, OK, United States$22.77 hourly
Full-time
- Promoted
Chief Financial Officer
Cherokee FederalTulsa, OK, United StatesFull-time
- Promoted
Mortgage Loan Officer
MRI SpokaneTulsa, OK, United StatesFull-time
Wealth & Investment Portfolio Mgr III
Huntington National BankBirmingham Private BankingFull-time
- Promoted
Major Gifts Officer
A New Leaf, Inc.Owasso, OK, USFull-time
Investment Consultant - Tulsa, OK
Charles SchwabTULSA, Oklahoma, United States1 day ago
Salary
$44,900.00–$85,800.00 yearly
Job type
- Full-time
Job description401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Position Type : Regular
Your opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
To learn more about our client offerings visit : Charles Schwab - Investor Services .
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include :
- Bachelor’s degree or equivalent work-related experience
- A valid and active Series 7 license required
- A valid and active Series 66 (63 / 65) license required (may be obtained within a 120 day condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
- Certified Financial Planner (CFP) certification is preferred
- Minimum of two years of experience in the financial services industry (required)
- Financial business development experience (highly preferred)
- Knowledge of brokerage / banking products and services
- Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future :