Hiring: Financial Advisor - Oklahoma City, OK Company: Savant Wealth Management Location: Oklahoma City, OK Job Posted Time: 2026-09-15 13:11:47 Employment Type: Remote Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft PowerPoint, Regulatory Compliance, Wealth Management About the job Experience: •5-7 years of experience in investment management, financial planning, or financial services with demonstrated ability to develop and manage plans and manage client relationships. •7 years of experience in investment management, financial planning, or financial services with demonstrated ability to develop and manage plans and manage client relationships. Required Skills: •Lead and oversee profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”. •Owns and manages client relationship and client satisfaction—responsible for client retention. Qualifications: •All Financial Advisor applicants must have a clean U4 with no disclosures •Employment in this position will require a signed non-compete agreement, except in states where prohibited •Bachelor’s degree in finance or related field from an accredited college or university; Master’s degree preferred •Minimum 5-7 years of experience in investment management, financial planning, or financial services with demonstrated ability to develop and manage plans and manage client relationships. •Certified Financial Planner™ designation preferred upon hire or must be attained within two years of date of hire. •Financial planning/wealth management acumen, judgment, and experience •Excellent communication and listening skills. •Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software. •A team player, collaborative, able to work with and through others. Compensation: •Flexible work environment (work from home / hybrid options) •Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!