Tulsa, Oklahoma
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$22k-26k yearly est. 6d ago
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Assistant Trader
Angott Search Group
Finance associate job in Tulsa, OK
Angott Search Group is pleased to partner with a financial planning firm in Oklahoma, in their search for an Assistant Trader. This full-time, on-site role is essential for supporting the firm's day-to-day trading operations. You'll be involved in trade execution, order management, and portfolio rebalancing, working in a dynamic, fast-paced environment.
You'll also work closely with the investment team to analyze market trends, contribute to the development of investment strategies, and ensure the firm's trading activities are executed efficiently. This position requires a high level of attention to detail and strong collaborative skills.
What You'll Do
Support daily trading activities, including executing trades and managing orders.
Assist with portfolio rebalancing to align with investment strategies.
Collaborate with the investment team to analyze market trends and contribute to strategy development.
Work effectively with team members, ensuring seamless communication and support for all trading operations.
Qualifications
Strong analytical and problem-solving skills.
Experience in trade execution and order management.
Knowledge of financial markets and investment principles.
Proficiency in trading platforms and portfolio management software.
Excellent communication and interpersonal skills to work effectively in a team.
Attention to detail with strong organizational skills.
Bachelor's degree in Finance, Economics, or a related field.
Series 65 Licensure.
Experience with trading Mutual Funds, ETFs, Treasuries, and Options is preferred.
$67k-111k yearly est. 60d+ ago
I'm Outstanding! Consider Me for Future Roles!
Spherexx
Finance associate job in Tulsa, OK
Thank you for exploring opportunities at Spherexx! Didn't spot your dream role because it's currently occupied? Or perhaps you're a student looking for an assessment of your resume to identify any skills gaps? Whatever your situation, we want to know about it.
At Spherexx, we're continually growing and scouting for fresh talent. If you'd like a chance to be notified of exciting roles
before
they go public, this is your gateway. Submit your resume here, and our dedicated hiring team will ensure your details are aligned with upcoming positions that match your skills and aspirations.
To help us get a better sense of your fit for potential roles, we might ask you to complete some job-specific questionnaires. This step will not only give you a head start but will also make our hiring process more seamless and efficient.
Stay Connected! Follow us on LinkedIn and Facebook to be in the loop with all things Spherexx:
Facebook: Spherexx Careers
LinkedIn: Spherexx LinkedIn
One Last Tip: During your job hunt, remember to check your spam folder regularly. Recruitment emails often end up there, and we wouldn't want you to miss out on a golden opportunity!
$75k-132k yearly est. 60d+ ago
Finance Clerk
The Bizzell Group 3.6
Finance associate job in Tulsa, OK
Requirements
Requirements
Key Competencies:
· Presents information both clearly and concisely and regularly confirms the correct interpretation of information.
· Very high standard of communication skills both written and verbal for the presentation of facts and ideas.
· Shows professional non-verbal body language and actively listens to others.
· Action-oriented. Demonstrates the ability to handle several projects simultaneously with decision-making, flexibility, and problem-solving.
· Implements the key principles of time management, task allocation, and priority assignment in addition to personal organization.
· Shows attention to detail and ability to complete work with the highest level of accuracy and efficiency.
· Continually seek ways to improve employment services provided via the development of professional skills and personal growth.
· Demonstrates professional interpersonal skills when interacting with others. Abides by The Bizzell Group's Healthy Workplace Environment policy.
· Acts as a team player and builds professional relationships with coworkers to achieve goals.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Proficiency with advanced Microsoft Office applications including Word, PowerPoint, Outlook, and Excel.
Computer Literacy with basic computer functions, email, internet, and basic programs such as Adobe Acrobat.
Attention to detail and a high level of accuracy in all input.
Knowledge of accounting/finance software and/or programs.
Experience
Minimum of 1-2 years of accounting/finance or related experience.
Education
High school diploma or equivalent
Certificates, Licenses, Registrations
Valid State Driver's License
Salary Description 19.00/hr
$30k-39k yearly est. 22d ago
Finance Manager - Riverside Ford of Tulsa
Snell Motor Companies 4.1
Finance associate job in Tulsa, OK
Job Description
The Finance Manager, is a key team member and profit center within the team. Is a detail-oriented individual comfortable with numbers and explaining what they mean. Must be genuinely customer focused and must have strong interpersonal skills, easily establishing rapport with customers. Must be capable of working independently, effectively managing her or her time and work flow. Must be accessible to the rest of the team (sales and service).
Requirements:
Knowledge of applicable local, state, and federal regulations and laws pertaining to the automotive industry.
Ability to establish rapport, to collect information on customer needs, and to ensure customers enthusiasm
Ability to quickly but closely review contracts for accuracy
Ability to work with lenders and financial institutions to arrange for customer financing/leasing,
Management skills of organizing, planning, and analysis
Thorough knowledge of Bank terminology and processes.
Knowledge of computer systems, including Reynolds & Reynolds, DocuPad, and Reynolds CM.
Must be able to hand calculate and explain leasing to customers and team members
Follow up is a must on settling funding of contracts and canceled policies.
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid holidays & paid time off
Vision insurance
Earn vacation hours after 90 days
$66k-83k yearly est. 8d ago
Finance Manager - Automotive Dealership
Hiring Winners
Finance associate job in Tulsa, OK
Job Description
Finance Manager - Automotive Dealership
We are seeking an experienced and driven Finance Manager to join our automotive dealership team. The Finance Manager is responsible for securing financing options for clients, ensuring compliance with all regulations, and maintaining high standards of customer satisfaction throughout the process. This individual will play a critical role in supporting the sales team and maximizing dealership profitability.
Relocation assistance is available for the right candidate.
Job Responsibilities
Present financial services and products to customers in a professional and compliant manner
Secure financing through a wide network of lenders, offering the best available options for each customer
Process all transactions accurately and in compliance with local, state, and federal laws and regulations
Maintain relationships with financial institutions and update programs as needed
Collaborate with the sales team to ensure a seamless transition for customers from sales to finance
Review and verify all documentation for accuracy and completeness before submission
Maintain strong knowledge of current financing programs, rates, and incentives
Monitor and maintain appropriate levels of product penetration and profitability
Requirements
Proven experience in automotive finance management with a solid track record of performance
Excellent communication and interpersonal skills
Strong knowledge of dealership financial processes and regulatory requirements
Ability to work in a fast-paced, goal-oriented environment
Professional demeanor with a commitment to providing exceptional customer service
Education and/or Experience
High School Diploma or GED required; post-secondary education in business or finance preferred
Minimum of 3 years of experience in automotive finance or a similar role
$61k-85k yearly est. 10d ago
Finance Manager
Keller Executive Search
Finance associate job in Tulsa, OK
Job Description
within Keller Executive Search and not with one of its clients. This senior position will lead Finance for Keller Executive Search in Tulsa, Oklahoma, United States, shaping strategy, building scalable processes, and partnering across the firm to deliver measurable impact.
Key Responsibilities:
- Define the Finance vision, roadmap, and annual operating plan aligned to business goals.
- Build and lead a high‑performing Finance team; set clear objectives and coach managers.
- Own Finance KPIs and reporting; drive continuous improvement and operational excellence.
- Establish scalable policies, processes, and tooling for Finance across regions.
- Partner with executive leadership and cross‑functional stakeholders to deliver outcomes.
- Manage budgets, vendors, and risk within the Finance portfolio.
Requirements
- 7+ years of progressive experience in Finance with 4+ years leading managers.
- Proven track record building programs at regional or global scale.
- Strong analytical skills; ability to translate data into decisions.
- Excellent communication and stakeholder‑management skills.
- Bachelor's degree required; advanced degree or relevant certification preferred.
- Experience in professional services or recruitment industry is an advantage.
To learn more about Keller, please see: **********************************************************************************
Benefits
Competitive compensation: $150,000-$185,000 USD
Opportunities for professional growth and leadership development.
Company culture: Flat management structure with direct access to decision‑makers; open communication environment.
Full medical coverage.
Equal Employment Opportunity Statement:
Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law.
Commitment to Diversity:
An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity.
Data Protection and Privacy:
Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls.
Pay Equity:
Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance.
Health and Safety:
Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards.
Compliance with Law:
All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
$61k-85k yearly est. 8d ago
Finance Manager
Grubbs Acura of Tulsa
Finance associate job in Tulsa, OK
Job Description
The Finance and Insurance (F&I) Manager coordinates all activities regarding finance and insurance for our valued customers, which includes working to help customers obtain financing, preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures all deals are done in a timely manner and according to all legal requirements and dealership policies. The F&I Manager will be responsible for preparing and ensuring the accuracy of legal documents, selling products and services to new and used vehicle customers, and enhancing the customer experience while achieving maximum profitability.
The ideal candidate has a degree in Finance or a related field and two or more years of finance and insurance experience. Candidates must have a positive attitude, a confident and outgoing personality, a professional appearance, strong business acumen and sales aptitude, great communication skills, and the ability to deliver world-class customer service.
Responsibilities
Offers vehicle financing and insurance to customers and provides them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies
Works with customers to obtain financing through lenders on vehicle purchases in conformance with state and federal law
Prepares all state and federal documents regarding vehicle purchases in a timely manner and in accordance with established laws and procedures
Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs
Works with the Sales team to ensure all new sales are referred to the F&I department and that the Sales team has information on finance and lease programs and understands the benefits of the dealership's financing and extended service programs
Understands and complies with all federal, state, and local regulations
Performs other duties as assigned
Qualifications
College degree in a relevant field
Two years of relevant experience required
Negotiation expertise
Strong and confident personality
Highly professional and dependable
Excellent communication, customer service, and problem-solving skills, including the ability to maintain composure under stress
Excellent interpersonal skills to interact professionally with customers, vendors, and staff
Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment
Strong math skills
Strong computer and internet skills, including Microsoft Office suite
Must pass a background check and clear a drug test
Benefits
Paid Time Off (PTO)
Medical Insurance
Dental Insurance
Vision Insurance
Life/AD&D Insurance
LTD Insurance
Pet Insurance
Supplemental AFLAC Insurance Options
401(k) Retirement Savings Plan
#zr
$61k-85k yearly est. 12d ago
Career Change Financial Manager
Ohana Outreach Financial
Finance associate job in Tulsa, OK
Job DescriptionThis position is ideal for professionals leaving stagnant or capped industries. You will receive leadership training and build a team from the ground up. Income includes commissions, overrides, and bonuses. What We Provide Training & mentorship (no experience required)
Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
$61k-85k yearly est. 28d ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Finance associate job in Tulsa, OK
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status.
For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#healthcare #customerservice #financialcounseling #rcm #insurance #hospital #medicaid
#LI-TJ2022
$15.4-23.1 hourly Auto-Apply 35d ago
Financial Analyst
T.D. Williamson 4.6
Finance associate job in Tulsa, OK
At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment.
Each day we dedicate ourselves to treating each other, our customers and our community with care and respect.
Overview
The Financial Analyst provides financial insights, analysis, and decision support to enhance the strategic planning and operational performance of the organization. The focus of this position will be working with our FP&A team to develop forecasts, budgets, and financial models, enabling informed decision-making, and driving business growth.
Key Responsibilities
Primary duties may include, but are not limited to:
Provides analysis, insight, context, and perspective to support the regional operations management.
Prepares monthly comprehensive variance analysis to the regions in the business unit and explains variances between actual and budgeted/forecasted/historical figures, as necessary.
Provides and assists in financial analysis and direction for various internal- and external-related activities that may be assigned by the regional management team.
Assists in the implementation of Key Performance Indicators (KPI's) in accordance and partnership with the guidelines provided by the OneERP Team.
Assists in the implementation of automated systems to provide reports to management, ensuring that the information provided is timely, accurate, and adequate for management to effectively manage and control the operations.
Assesses risk and collaborates with regions to build business case for any investment brought forward by the regional management.
Participates in the budgeting and forecasting process, ensures consistency in the methodology across the regions of the business unit.
Provide insights and recommendations based on modeling outcomes to support decision-making processes.
Collaborate with cross-functional teams including Operations, Sales, and Marketing to understand business drivers and facilitate data-driven decision-making.
Serve as a trusted advisor to groups across the organization by providing financial insights, analysis, and guidance to support their objectives.
Assists in preparation of long- and short-range financial forecasts with input from the regional management and provides financial projections and analyses to management for development of the strategic plan.
Experience
Bachelor's degree in accounting or equivalent with 2-3 years of experience in finance.
CPA preferred
Knowledge, Skills, and Abilities
Technical accounting skills and good understanding of budgeting and planning techniques
Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and present financial information to diverse audiences.
Ability to understand overall business operations and perform analytical reviews
Excellent communication skills and ability to work well within a team and with all levels of employees
Straightforward thinker and strong analytical mindset
Ability to build relationships with leaders
Demonstrates pro-activity and solution-oriented approach.
$54k-78k yearly est. Auto-Apply 22d ago
Resume Bank: Future Opportunities
Avisto Mangement LLC
Finance associate job in Tulsa, OK
Job Description
We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.
$23k-43k yearly est. 22d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Tulsa, OK
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 17d ago
Relationship Banker - Oklahoma North Market - Tulsa, OK
Jpmorganchase 4.8
Finance associate job in Tulsa, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$23k-29k yearly est. Auto-Apply 52d ago
Relationship Banker
Central Bancompany
Finance associate job in Tulsa, OK
Performs customer services such as opening new accounts and assisting customers with queries concerning financial institution products and services. Responsible for the development of new business relationships and maintaining existing relationships. Explores customer needs and cross-sells services that are in the best interest of the customer or refers the customer to the appropriate internal specialist.
Conducts relationships and activities consistent with established Bank policies, procedures and systems, and all applicable state and federal laws and regulations.
Provides quality, personalized customer service in person and by telephone by effectively managing customer wait time and using the customer's name, greetings, and closings to ensure customer satisfaction; follows our Legendary Service Standards.
Assesses the needs of the customer using the Customer Needs Assessment tool, explains different types of accounts available, and assists in the selection of the most appropriate product for the customer's needs.
Opens new personal or business accounts including checking and savings accounts, certificates of deposit, safe deposit boxes, individual retirement accounts, internet banking services, ATM and debit cards, and credit cards; accurately prepares all related documentation.
Provides accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfer requests, and other customer requests.
Answers questions, gives explanations, and solves problems for customers in person, over the telephone, and through correspondence.
Proactively contacts customers by telephone, written correspondence, or in person to develop, retain, and expand banking relationship.
Develops, expands, and maximizes customer relationships by being alert and responsive to opportunities to cross-sell additional products and services that benefit the customer and promote customer retention.
Recognizes opportunities and refers customers to business partners within the bank for loan, investment, and merchant products.
Actively participates in iStep program; attends appropriate sales and iStep meetings and training; utilizes iStep program initiatives; works with manager to set iStep goals and takes responsibility for reaching targeted goals; tracks and submits sales in iStep system.
Attends all required training.
Acquires and maintains knowledge of relevant products, services, policies, and procedures.
Acquires and maintains thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, Chex Systems, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
Acquires and maintains thorough understanding of security procedures; practices established procedures.
Assists others in the department/facility as needed and/or directed.
May be assigned teller responsibilities (see separate Teller job description).
Education and/or Experience
High school diploma or equivalent
Previous customer service / new accounts experience preferred
Previous teller or cash handling experience preferred
Previous sales experience preferred Knowledge of bank accounts and services, policies and procedures, and regulations preferred
Experience with banking software preferred
Computer and Equipment Skills
Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices.
Knowledge of spreadsheet and word processing software preferred
Communication Skills
Ability to read, write, and speak English
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Strong sales, interpersonal, and communication skills
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent
Ability to accurately count, receive, and disburse cash
Reasoning Ability
Ability to apply common sense understanding to interpret and carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
$23k-30k yearly est. 49d ago
Finance Clerk
Bizzell Group 3.6
Finance associate job in Tulsa, OK
The Finance Clerk performs clerical duties in support of the finance department and in compliance with government regulations and corporate policies and procedures.
Job Description:
· Performs administrative and clerical functions in support of the department supervisor.
· Assists in the preparation and distribution of student pay.
· Assists Finance Supervisor in the maintenance of cash disbursement journal, general and cost ledgers, posting accounting transactions, preparing reconciliations, and performing financial tabulations.
· Assists in the accounts payable process.
· Establishes a high degree of student rapport.
· Works towards meeting performance standards and goals.
· Adheres to required property control policies and procedures.
· Provides regular feedback to students regarding appropriate employability skills.
· Maintains good housekeeping in all areas and complies with safety practices.
· Complies with all DOL guidelines, OFCCP regulation, Quality Assurance Plan (QAP), Serrato policies and procedures, Job Corps notices and bulletins, and Center policies and procedures.
· Demonstrates and abides by The Bizzell Group's core values and operating principles.
· Models, mentors, and monitors appropriate Career Success Standards.
· Helps students become more employable through continuous reinforcement.
· Participates in PRH-mandated staff training. Failure to participate may result in disciplinary action up to and including termination.
· Follows CDSS plan and Code of Conduct system daily.
· Performs other duties as assigned.
Requirements:
Requirements
Key Competencies:
· Presents information both clearly and concisely and regularly confirms the correct interpretation of information.
· Very high standard of communication skills both written and verbal for the presentation of facts and ideas.
· Shows professional non-verbal body language and actively listens to others.
· Action-oriented. Demonstrates the ability to handle several projects simultaneously with decision-making, flexibility, and problem-solving.
· Implements the key principles of time management, task allocation, and priority assignment in addition to personal organization.
· Shows attention to detail and ability to complete work with the highest level of accuracy and efficiency.
· Continually seek ways to improve employment services provided via the development of professional skills and personal growth.
· Demonstrates professional interpersonal skills when interacting with others. Abides by The Bizzell Group's Healthy Workplace Environment policy.
· Acts as a team player and builds professional relationships with coworkers to achieve goals.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Proficiency with advanced Microsoft Office applications including Word, PowerPoint, Outlook, and Excel.
Computer Literacy with basic computer functions, email, internet, and basic programs such as Adobe Acrobat.
Attention to detail and a high level of accuracy in all input.
Knowledge of accounting/finance software and/or programs.
Experience
Minimum of 1-2 years of accounting/finance or related experience.
Education
High school diploma or equivalent
Certificates, Licenses, Registrations
Valid State Driver's License
$30k-39k yearly est. 5d ago
Finance Manager
Grubbs Acura of Tulsa
Finance associate job in Tulsa, OK
The Finance and Insurance (F&I) Manager coordinates all activities regarding finance and insurance for our valued customers, which includes working to help customers obtain financing, preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures all deals are done in a timely manner and according to all legal requirements and dealership policies. The F&I Manager will be responsible for preparing and ensuring the accuracy of legal documents, selling products and services to new and used vehicle customers, and enhancing the customer experience while achieving maximum profitability.
The ideal candidate has a degree in Finance or a related field and two or more years of finance and insurance experience. Candidates must have a positive attitude, a confident and outgoing personality, a professional appearance, strong business acumen and sales aptitude, great communication skills, and the ability to deliver world-class customer service.
Responsibilities
Offers vehicle financing and insurance to customers and provides them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies
Works with customers to obtain financing through lenders on vehicle purchases in conformance with state and federal law
Prepares all state and federal documents regarding vehicle purchases in a timely manner and in accordance with established laws and procedures
Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs
Works with the Sales team to ensure all new sales are referred to the F&I department and that the Sales team has information on finance and lease programs and understands the benefits of the dealership's financing and extended service programs
Understands and complies with all federal, state, and local regulations
Performs other duties as assigned
Qualifications
College degree in a relevant field
Two years of relevant experience required
Negotiation expertise
Strong and confident personality
Highly professional and dependable
Excellent communication, customer service, and problem-solving skills, including the ability to maintain composure under stress
Excellent interpersonal skills to interact professionally with customers, vendors, and staff
Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment
Strong math skills
Strong computer and internet skills, including Microsoft Office suite
Must pass a background check and clear a drug test
Benefits
Paid Time Off (PTO)
Medical Insurance
Dental Insurance
Vision Insurance
Life/AD&D Insurance
LTD Insurance
Pet Insurance
Supplemental AFLAC Insurance Options
401(k) Retirement Savings Plan
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$61k-85k yearly est. Auto-Apply 12d ago
Finance Manager
Keller Executive Search
Finance associate job in Tulsa, OK
within Keller Executive Search and not with one of its clients. This senior position will lead Finance for Keller Executive Search in Tulsa, Oklahoma, United States, shaping strategy, building scalable processes, and partnering across the firm to deliver measurable impact.
Key Responsibilities:
- Define the Finance vision, roadmap, and annual operating plan aligned to business goals.
- Build and lead a high‑performing Finance team; set clear objectives and coach managers.
- Own Finance KPIs and reporting; drive continuous improvement and operational excellence.
- Establish scalable policies, processes, and tooling for Finance across regions.
- Partner with executive leadership and cross‑functional stakeholders to deliver outcomes.
- Manage budgets, vendors, and risk within the Finance portfolio.
Requirements
- 7+ years of progressive experience in Finance with 4+ years leading managers.
- Proven track record building programs at regional or global scale.
- Strong analytical skills; ability to translate data into decisions.
- Excellent communication and stakeholder‑management skills.
- Bachelor's degree required; advanced degree or relevant certification preferred.
- Experience in professional services or recruitment industry is an advantage.
To learn more about Keller, please see: **********************************************************************************
Benefits
Competitive compensation: $150,000-$185,000 USD
Opportunities for professional growth and leadership development.
Company culture: Flat management structure with direct access to decision‑makers; open communication environment.
Full medical coverage.
Equal Employment Opportunity Statement:
Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law.
Commitment to Diversity:
An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity.
Data Protection and Privacy:
Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls.
Pay Equity:
Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance.
Health and Safety:
Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards.
Compliance with Law:
All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
$61k-85k yearly est. Auto-Apply 60d+ ago
Finance Manager - Automotive Dealership
Hiring Winners
Finance associate job in Tulsa, OK
We are seeking an experienced and driven Finance Manager to join our automotive dealership team. The Finance Manager is responsible for securing financing options for clients, ensuring compliance with all regulations, and maintaining high standards of customer satisfaction throughout the process. This individual will play a critical role in supporting the sales team and maximizing dealership profitability.
Relocation assistance is available for the right candidate.
Job Responsibilities
Present financial services and products to customers in a professional and compliant manner
Secure financing through a wide network of lenders, offering the best available options for each customer
Process all transactions accurately and in compliance with local, state, and federal laws and regulations
Maintain relationships with financial institutions and update programs as needed
Collaborate with the sales team to ensure a seamless transition for customers from sales to finance
Review and verify all documentation for accuracy and completeness before submission
Maintain strong knowledge of current financing programs, rates, and incentives
Monitor and maintain appropriate levels of product penetration and profitability
Requirements
Proven experience in automotive finance management with a solid track record of performance
Excellent communication and interpersonal skills
Strong knowledge of dealership financial processes and regulatory requirements
Ability to work in a fast-paced, goal-oriented environment
Professional demeanor with a commitment to providing exceptional customer service
Education and/or Experience
High School Diploma or GED required; post-secondary education in business or finance preferred
Minimum of 3 years of experience in automotive finance or a similar role
$61k-85k yearly est. 60d+ ago
Relationship Banker - Jenks - Jenks, OK
Jpmorganchase 4.8
Finance associate job in Jenks, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
How much does a finance associate earn in Tulsa, OK?
The average finance associate in Tulsa, OK earns between $22,000 and $64,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Tulsa, OK
$37,000
What are the biggest employers of Finance Associates in Tulsa, OK?
The biggest employers of Finance Associates in Tulsa, OK are: