Finance planner jobs in Broken Arrow, OK

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4200 E Skelly Dr Suite 150, Tulsa, OK This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Areas of Interest: Professional; Finance Pay Transparency Salary Range: Not Available Application Deadline: 01/03/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type BOKF Performance Plan (D02) Summary We've built a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. Job Description The Investment Portfolio Specialist II is primarily responsible for providing analytical support to the Portfolio Manager, identifying problems and providing solutions independently; working on special projects for the Treasurer in support of departmental objectives; management of the bank's considerable collateral pool in order to optimize the bank's wholesale liquidity. This position requires extensive contact with customers, necessitating quality interpersonal skills in order to maintain positive business relationships. Team Culture We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities. How You'll Spend Your Time * You will work closely with external public funds customers to ensure compliance with customer agreements while minimizing the amount of excess collateral required. * You will analyze the nature, utilization, and collateral availability to optimize the securities collateral pool's liquidity. * You will track and monitor all securities transactions to ensure proper payment and delivery. * You will complete daily and monthly reconciliations, verifying third-party custodian locations for securities held in the Managed Investment Portfolio. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Accounting or Finance and 3+ years of experience in an investment or trust securities operations environment or 7+ years equivalent work experience. Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. What You Will Do: * Serve on a team of Wealth Management professionals serving high-net-worth clients * Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: * Financial Planning * Retirement Planning * Investment Management * Education Planning * Estate & Legacy Planning Trust Administration * Survivor Assistance * Develop/maintain in-depth expertise and global knowledge of wealth management services * Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels. * Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients. Minimum Qualifications: * Bachelor's Degree * 5+ years of experience in financial planning or accounting, with a focus on advising high-net-worth individuals and families * Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA), Certified Public Accountant (CPA) designation, Juris Doctorate (JD), or Preferred Qualifications: * Financial Planning Degree #LI-OKC #LI-AF1

Job Description Are you a leader who has the following traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients. Awards & Accolades... We're proud of our financial strength A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work We're proud of the help we've provided and continue to provide to clients. 5.5 million Lives Protected. Includes all owners of individual life insurance and annuity policies $938 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products $4.9 billion in Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed Over $1.1 trillion Life Insurance Protection In Force. Includes term, whole, and universal life Compensation: $80,000 at plan yearly Responsibilities: What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to the clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Qualifications: What we offer... Training and development. We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions. Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division that offers wealth management and advisory services, estate planning strategies, and business solutions. Human guidance. When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and a pension. About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We're proud of our financial strength • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services to nearly 20,000 clients with assets under management totaling $4 billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. Position Summary: CIA Financial Advisors provide investment advice, portfolio analysis and trade execution for CIA clients. The advisor is expected to recommend investment plans and instruments which are appropriate for the client based on each particular client's objectives, time horizon and risk tolerances. This may include the use of a wide variety of investment vehicles including, but not limited to individual stocks, mutual funds, bonds, advisory services, fixed and variable annuities, or combinations of all of these used in an advisory account. Advisors may also recommend models within an advisory account with these models being managed by outside, professional money management companies. The Financial Advisor must periodically meet with their clients to reevaluate the client's situation and determine if any changes should be made regarding their investment portfolios. For instances of advisory accounts Financial Advisors are required to have reviews with clients no less than on an annual basis. In addition to the sales aspects of this position, the Financial Advisor is expected to hold the best interest of the client as their number one priority. This could include the cross-selling of bank products in lieu of a non-deposit investment product. Financial Advisors are expected to actively participate in the company's referral program. Advisors are expected to follow-up on all referrals made to them through the company's program and to promptly qualify any referral once an appointment is held. Referrals may come from the bank's Retail Department or other departments within the bank. The bank's expectation of prompt follow-up and qualification by CIA ensures that the referring bank employee receives any referral incentives they are entitled to in a timely manner. (Referral incentives are paid only on qualified referrals, which requires a face-to-face meeting or phone appointment). It is expected that the Financial Advisor will maintain relationships outside the bank through community service organizations or charities to assist in building a networking group and to assist in the gathering of assets and growing their business. In addition to networking through organizations Financial Advisors are encouraged to develop a network with local attorneys and CPAs where these professionals may make referrals to the advisor or that the advisor may refer clients back to when one of these groups' services are needed. Each Financial Advisor is expected to maintain a level of expertise in the financial markets and economic conditions through independent study and networking with fellow Central Investment Advisor Financial Advisors. To aid the Financial Advisors in their recommendations they have at their disposal a wide variety of research tools. Wealth Vision, Morningstar Workstation and Client Goals - Financial Planning Argus - Equity Research Advisory World - Advisory portfolio proposal software Financial Advisors are expected to follow the Central Investment Advisor Policy as well as all rules of the broker dealer as detailed in the LPL Financial Compliance Manual. This includes the required completion of annual continuing education requirements of LPL. These requirements include Anti-Money Laundering, Annual Compliance Questionnaire and the Annual Compliance Meeting. The Financial Advisor is also required to complete the required Financial Industry Regulatory Authority (FINRA) Continuing Education every two years. Failure to complete any of these within the requested timeframe can result in suspension, fines or termination. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. The Financial Advisor is also required to maintain a set of branch office files by FINRA. These files include, but are not limited to Incoming Correspondence, Outgoing Correspondence, Written Complaints, Verbal Complaints, Good Til Cancelled Orders, Insurance Contract Delivery Receipts, etc. All of these files are maintained via the broker dealer on-line platform known as Clientworks. The Financial Advisor is required to document all client contact and communications within Central Investment Advisor preferred contact management system, Redtail. Redtail is used as the primary “tracking” mechanism for all client communications and meetings/appointments. The Advisor is required to maintain notes regarding contact with each client to ensure that clients' requests and activities are documented in a timely and accurate manner. The usage of notes is required as they may assist the Advisor, the broker dealer or Central Investment Advisors management if a complaint should be registered by a client. The Advisor will have the ability to assign tasks to anyone assisting them with their client base via Redtail and will be able to view the status of those tasks at any point in time. The Advisor will be responsible for ensuring that monthly management reports are created as assigned by Central Investment Advisor Management for each assigned Advisor or branch office. This may include tracking the number of appointments held by each Advisor during the month, the number of new accounts opened by Advisor, the number of accounts transferred out/in by the Advisor, and the number of referrals made/received. The number of management reports may grow in the future and the Advisor will be responsible for making sure new reports are completed. Each Advisor will participate in an annual planning meeting with CIA Management. This meeting will cover a variety of topics including, but not limited to current year's revenue standings, upcoming year's budgeted revenue, expected expenses for the upcoming year, plans for special events or areas of focus for new business for the upcoming year. The advisor is also required to attend periodic meetings that program management hosts for the entire program. These meetings will be held in various locations throughout the company's footprint. This position requires a significant level of technical expertise in that the Financial Advisor is required to utilize several different software programs for various aspects of their duties. These include, but are not limited to the following: Clientworks - trading, books & records & client reporting platform offered through national LPL Financial Redtail - contact management system offered through Redtail Technologies Inc. Albridge - reporting/product consolidation system offered through Albridge Solutions Argus Research - Independent equity research service offered through Argus Research Group Financial Planning - WealthVision, MoneyGuide Pro, Client Goals or another financial planning tool approved by the CIA Program Manager Each Financial Advisor will be involved from an “assistance” perspective with regard to clients banking relationships. The Advisor may give basic banking assistance to clients about brokerage funding account balances. They may accept requests for money movement from a brokerage funding account to another bank account, follow-up with clients on insufficient items derived from a brokerage transaction and request the issuance of bank checks for sale proceeds or dividend/interest payments from brokerage funding accounts to be mailed to clients. The Financial Advisor may not process money movement requests, accept checks for deposits to bank accounts, address changes for bank accounts, and may not have access to maintenance or establish any type of account residing on the banking system. Essential Duties and Responsibilities: Provide investment advice, portfolio analysis and trade execution for clients Recommend investment plans and instruments based on client's objectives, time horizon and risk tolerances. Periodically meet with clients to reevaluate client situation and adjust if necessary. Maintain client interests as the number one priority. Cross sell bank products if appropriate. Utilize a wide variety of investment vehicles including advisory services. Maintain relationships outside the bank to assist in gathering assets. Network with local professionals and be involved in the community. Participate in the company's referral program Maintain a level of expertise in financial markets and economic conditions Independent study Network with fellow Central Investment Advisor Financial Advisor Utilize research tools provided by broker dealer Ensure compliance with Central Investment Advisor Policy as well as broker dealer compliance manual Complete annual continuing education requirements Attend anti-money laundering training Attend Annual Compliance Meeting Complete Annual Compliance Questionnaire Complete required FINRA continuing education every 2 years Failure of above listed requirements can result in suspension, fines or termination Maintain books and records for all clients in the registered branch office Perform periodic review with client to update information Respond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks. Maintain FINRA required files documenting activities in the office. Utilize contact management system, Redtail Establish new contacts/clients & maintain existing contacts Document all client contact and communications Keep notes regarding contacts with clients - useful if complaints are brought by client Assign tasks to support people Update and maintain required management reports (analytical duties) Ensure completion of monthly checklist & submission to Direct Supervisory Principal Communicate with program management on annual business plan and update on progress periodically Other duties and responsibilities Required attendance at quarterly sales meetings Establish relationship with bank branch for continued referral source Other duties as assigned

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Tulsa, OK would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Central Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Central Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Central Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Bank. Tracking # 1-05026674 Pay Range:50000 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services to nearly 20,000 clients with assets under management totaling $4 billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. Position Summary: CIA Financial Advisors provide investment advice, portfolio analysis and trade execution for CIA clients. The advisor is expected to recommend investment plans and instruments which are appropriate for the client based on each particular client's objectives, time horizon and risk tolerances. This may include the use of a wide variety of investment vehicles including, but not limited to individual stocks, mutual funds, bonds, advisory services, fixed and variable annuities, or combinations of all of these used in an advisory account. Advisors may also recommend models within an advisory account with these models being managed by outside, professional money management companies. The Financial Advisor must periodically meet with their clients to reevaluate the client's situation and determine if any changes should be made regarding their investment portfolios. For instances of advisory accounts Financial Advisors are required to have reviews with clients no less than on an annual basis. In addition to the sales aspects of this position, the Financial Advisor is expected to hold the best interest of the client as their number one priority. This could include the cross-selling of bank products in lieu of a non-deposit investment product. Financial Advisors are expected to actively participate in the company's referral program. Advisors are expected to follow-up on all referrals made to them through the company's program and to promptly qualify any referral once an appointment is held. Referrals may come from the bank's Retail Department or other departments within the bank. The bank's expectation of prompt follow-up and qualification by CIA ensures that the referring bank employee receives any referral incentives they are entitled to in a timely manner. (Referral incentives are paid only on qualified referrals, which requires a face-to-face meeting or phone appointment). It is expected that the Financial Advisor will maintain relationships outside the bank through community service organizations or charities to assist in building a networking group and to assist in the gathering of assets and growing their business. In addition to networking through organizations Financial Advisors are encouraged to develop a network with local attorneys and CPAs where these professionals may make referrals to the advisor or that the advisor may refer clients back to when one of these groups' services are needed. Each Financial Advisor is expected to maintain a level of expertise in the financial markets and economic conditions through independent study and networking with fellow Central Investment Advisor Financial Advisors. To aid the Financial Advisors in their recommendations they have at their disposal a wide variety of research tools. Wealth Vision, Morningstar Workstation and Client Goals - Financial Planning Argus - Equity Research Advisory World - Advisory portfolio proposal software Financial Advisors are expected to follow the Central Investment Advisor Policy as well as all rules of the broker dealer as detailed in the LPL Financial Compliance Manual. This includes the required completion of annual continuing education requirements of LPL. These requirements include Anti-Money Laundering, Annual Compliance Questionnaire and the Annual Compliance Meeting. The Financial Advisor is also required to complete the required Financial Industry Regulatory Authority (FINRA) Continuing Education every two years. Failure to complete any of these within the requested timeframe can result in suspension, fines or termination. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. The Financial Advisor is also required to maintain a set of branch office files by FINRA. These files include, but are not limited to Incoming Correspondence, Outgoing Correspondence, Written Complaints, Verbal Complaints, Good Til Cancelled Orders, Insurance Contract Delivery Receipts, etc. All of these files are maintained via the broker dealer on-line platform known as Clientworks. The Financial Advisor is required to document all client contact and communications within Central Investment Advisor preferred contact management system, Redtail. Redtail is used as the primary "tracking" mechanism for all client communications and meetings/appointments. The Advisor is required to maintain notes regarding contact with each client to ensure that clients' requests and activities are documented in a timely and accurate manner. The usage of notes is required as they may assist the Advisor, the broker dealer or Central Investment Advisors management if a complaint should be registered by a client. The Advisor will have the ability to assign tasks to anyone assisting them with their client base via Redtail and will be able to view the status of those tasks at any point in time. The Advisor will be responsible for ensuring that monthly management reports are created as assigned by Central Investment Advisor Management for each assigned Advisor or branch office. This may include tracking the number of appointments held by each Advisor during the month, the number of new accounts opened by Advisor, the number of accounts transferred out/in by the Advisor, and the number of referrals made/received. The number of management reports may grow in the future and the Advisor will be responsible for making sure new reports are completed. Each Advisor will participate in an annual planning meeting with CIA Management. This meeting will cover a variety of topics including, but not limited to current year's revenue standings, upcoming year's budgeted revenue, expected expenses for the upcoming year, plans for special events or areas of focus for new business for the upcoming year. The advisor is also required to attend periodic meetings that program management hosts for the entire program. These meetings will be held in various locations throughout the company's footprint. This position requires a significant level of technical expertise in that the Financial Advisor is required to utilize several different software programs for various aspects of their duties. These include, but are not limited to the following: * Clientworks - trading, books & records & client reporting platform offered through national LPL Financial * Redtail - contact management system offered through Redtail Technologies Inc. * Albridge - reporting/product consolidation system offered through Albridge Solutions * Argus Research - Independent equity research service offered through Argus Research Group * Financial Planning - WealthVision, MoneyGuide Pro, Client Goals or another financial planning tool approved by the CIA Program Manager Each Financial Advisor will be involved from an "assistance" perspective with regard to clients banking relationships. The Advisor may give basic banking assistance to clients about brokerage funding account balances. They may accept requests for money movement from a brokerage funding account to another bank account, follow-up with clients on insufficient items derived from a brokerage transaction and request the issuance of bank checks for sale proceeds or dividend/interest payments from brokerage funding accounts to be mailed to clients. The Financial Advisor may not process money movement requests, accept checks for deposits to bank accounts, address changes for bank accounts, and may not have access to maintenance or establish any type of account residing on the banking system. Essential Duties and Responsibilities: * Provide investment advice, portfolio analysis and trade execution for clients * Recommend investment plans and instruments based on client's objectives, time horizon and risk tolerances. * Periodically meet with clients to reevaluate client situation and adjust if necessary. * Maintain client interests as the number one priority. * Cross sell bank products if appropriate. * Utilize a wide variety of investment vehicles including advisory services. * Maintain relationships outside the bank to assist in gathering assets. * Network with local professionals and be involved in the community. * Participate in the company's referral program * Maintain a level of expertise in financial markets and economic conditions * Independent study * Network with fellow Central Investment Advisor Financial Advisor * Utilize research tools provided by broker dealer * Ensure compliance with Central Investment Advisor Policy as well as broker dealer compliance manual * Complete annual continuing education requirements * Attend anti-money laundering training * Attend Annual Compliance Meeting * Complete Annual Compliance Questionnaire * Complete required FINRA continuing education every 2 years * Failure of above listed requirements can result in suspension, fines or termination * Maintain books and records for all clients in the registered branch office * Perform periodic review with client to update information * Respond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks. * Maintain FINRA required files documenting activities in the office. * Utilize contact management system, Redtail * Establish new contacts/clients & maintain existing contacts * Document all client contact and communications * Keep notes regarding contacts with clients - useful if complaints are brought by client * Assign tasks to support people * Update and maintain required management reports (analytical duties) * Ensure completion of monthly checklist & submission to Direct Supervisory Principal * Communicate with program management on annual business plan and update on progress periodically * Other duties and responsibilities * Required attendance at quarterly sales meetings * Establish relationship with bank branch for continued referral source * Other duties as assigned Bachelor's Degree in a Business discipline 3 - 5 years Brokerage experience preferred Series 7, Series 63 & 65 or 66 Licenses required. Life and Health insurance licenses Certified Financial Planner designation highly recommended Strong desire to succeed in a highly competitive industry Exceptional listening skills Exceptional customer-service attitude with strong client relation skills Ability to communicate effectively with individuals or groups Strong PC skills Self-starter - initiative to begin projects independently Effective oral & written communication skills

Financial Advisor Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one's balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Opes One Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours

Job Details Tulsa-Yale - Tulsa, OK Enid-Broadway - Enid, OK; OKC-Broadway - Oklahoma City, OK; SF - Sioux Falls, SD Full Time 4 Year Degree $1.00 - $1.00 Salary Negligible Day BankingDescription The Financial Crimes Partner Advisor is responsible for the oversight and expert guidance of our Banking-as-a-Service (BaaS) partners to ensure compliance with regulatory standards and internal policies related to BSA/AML/OFAC and fraud prevention. This role plays a critical part in maintaining the integrity of our financial crimes program by collaborating with partners to implement effective controls, monitor risk, and uphold operational excellence across all financial crimes domains. PRINCIPAL DUTIES AND RESPONSIBILITIES Executes against the robust framework for third-party oversight in the Banking as a Service (BaaS) space, ensuring alignment with regulatory expectation and internal standards. The framework includes items such as standards for onboarding, ongoing monitoring, and issue escalation. Reviews policies and procedures to ensure alignment with expecations. Serves as a front-facing subject-matter-expert to our BaaS partners. Performs comprehensive risk assessments on our BaaS partners financial crimes risk management programs. Collaborates with internal stakeholders and other Financial Crimes Risk Management to ensure the Bank's Financial Crimes Program. Identifies gaps and recommends enhancements to improve program effectiveness and mitigate financial crimes risk. Applies in-depth knowledge of the Bank Secrecy Act (BSA), anti-money laundering (AML) and countering the financing of terrorism (CFT) statutes, Office of Foreign Assets Control (OFAC), and Fraud Risk Management requirements to optimize the Bank's Financial Crimes Risk Management Programs. Ensures all systems and process meet regulatory requirements (BSA/AML, OFAC, Fraud, etc.) Supports the implementation of new Baas Parnters, processes, rules, or regulations. Represents the Bank to both internal and external customers in a professional manner through effective face-to-face, written and telephone communications. Performs other duties as assigned. Qualifications EDUCATION AND/OR EXPERIENCE Bachelor's degree or equivalent education and work experience, required. 3-5 years' experience in BSA/AML, compliance, fraud and/or operations, financial crimes technology, required. 1-3 years' experience with financial institution(s) supporting third-party partner relationships, preferred. At least one of the following certifications: Certified Anti-Money Laundering Specialist (CAMS), Certified AML and Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or similar certification. KNOWLEDGE, SKILLS, AND ABILITIES Maintains proficient knowledge of applicable compliance statutes, regulations, and interpretations. Ability to proactively identify potential concerns and follow-up in a timely manner to resolve issues. Strong commitment to ethics, and the ability to understand a variety of issues and perspectives. Ability to identify relevant BSA, AML/CFT and OFAC risks associated with key banking products, services and customers. Strong knowledge of BSA/AML regulatory requirements, the banking environment, and emerging trends. Ability to effectively manage multiple projects and related tasks. Ability to navigate complex organizational structures and influence outcomes. Strong critical thinking, writing and communication skills. Strong commitment to ethics, and the ability to understand a variety of issues and perspectives. Understanding of the banking industry, including bank partnerships with fintech companies. Multitask effectively and action matters promptly both independently and in a team environment. Handle highly confidential information with appropriate discretion and work in a high volume, fast paced environment.

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an Senior Investment Sales Analyst (Commercial) in our Tulsa office to join an active and top-performing Commercial brokerage team. The candidate must have prior experience within the commercial real estate industry and strong experience in using ARGUS, and an intimate familiarity with Commercial RE investments is preferred. The individual will be expected to work directly with brokers on property valuations by underwriting and analyzing the client's quantitative property data. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply. The candidate must be able to efficiently manage a variety of responsibilities for each assignment with the ability to work both independently and cohesively within a team environment. Additionally, the analyst must be willing to work extended hours when needed. *This position is an in-office position, with an immediate start date. Position Responsibilities: Underwrite income-producing assets using Argus and Excel software including: Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions. Review, analyze, comprehend, abstract, and interpret various types of real estate documents. Identify comparable market sales and leases. Create in-depth and short form evaluations of properties. Utilize and build complex formulas within Excel to support analyses. Strategize with team members and provide materials that allow the top producers to generate new relationships including gathering and tracking critical data points for research and business development purposes. Candidate must possess excellent writing skills thus effectively conveying a clear message regarding the property, the submarket, and the opportunity for our marketing materials. Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management. Perform real estate market and location-specific research and assess and summarize tenant credit and financial statements. What We're Looking For: Bachelor's degree. Preferred majors include Real Estate, Finance, Accounting, or related business fields. Experience in financial analysis in Commercial Real Estate is preferred. Internship experience is considered. Proficiency in Microsoft Office Suite, particularly Excel, is a requirement. Working knowledge of complex Excel formulas, ARGUS, Salesforce, and Costar is preferred. Knowledge of utilizing Artificial Intelligence programs, Power BI, Power Automate to enhance efficiency is preferred. Capable of thriving in a fast-paced environment and managing multiple tasks within tight deadlines for multiple clients. Time blocking experienced preferred. Financial analysis skills, including understanding financial terms and principles essential for real estate underwriting such as Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc. Experience in income-producing property valuation is preferred. Ability to comprehend, analyze, and interpret various real estate documents, including financial statements, loan documents, and deeds of trust. Strong verbal communication skills are required, with the ability to engage effectively and professionally with diverse internal and external stakeholders. Attention to detail, strong organizational skills, and the ability to handle multiple assignments with shifting priorities. Team player, strong work ethic, and passion to work in the commercial real estate industry. A complete real estate brokerage salesperson license within the first 120 days of employment is required. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-nsite #LI-MS1

Broken Arrow, Oklahoma;Tulsa, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma; Norman, Oklahoma **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************* **Job Description:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Work Schedule** Monday-Friday, some Saturdays as Required Example 8am-5pm, 9am-6pm, etc **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **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.

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 - $22.48 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

Are you a leader who has the following traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients. Awards & Accolades... We're proud of our financial strength A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work We're proud of the help we've provided and continue to provide to clients. 5.5 million Lives Protected. Includes all owners of individual life insurance and annuity policies $938 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products $4.9 billion in Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed Over $1.1 trillion Life Insurance Protection In Force. Includes term, whole, and universal life What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to the clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What we offer... Training and development. We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions. Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division that offers wealth management and advisory services, estate planning strategies, and business solutions. Human guidance. When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and a pension.

The Financial Analyst/Project Coordinator reports to the Associate Vice President of Research and Technology Development and is responsible for developing reports that detail business assets and expenses, works with sales receipts and is responsible for cost control for the Delayed Coking and Hydrate projects. Primary responsibilities focus on project scheduling and the financial aspects of each project such as purchase order maintenance, documentation of financial information, analyzing reports, data management, budget reconciliations, and budget reporting. Other responsibilities include preparing and submitting research reports according to grant requirements; preparing budgets for new proposals; and conducting research for project solicitations. Applicant must have excellent computer-technology and problem-solving skills. CHARACTERISTIC DUTIES : Manages the financial aspects of the project such as billing, creating purchase orders, time & efforts, budget/actual comparisons, reconciliations, budget reporting and project scheduling Processes and presents data using Microsoft Excel and various in-house financial systems Submits research reports according to grant requirements Compiles, analyzes and prepares financial records Organizes/coordinates events regarding on-site advisory board meetings/conferences Physical Demands Minimal physical demands. Required Qualifications Associate Degree in Finance and/or Accounting with 2 to 3 years work experience; proficiency using Excel to generate spreadsheets, pie charts and other accounting charts; courses in finance, business, accounting, mathematics and business law; ability to work independently without close supervision; ability to deal with cultural diversity in communicating with faculty, students, and staff; and must have excellent writing skills. Preferred Qualifications Minimum Qualifications: Associate Degree in Finance and/or Accounting with 2 to 3 years work experience; proficiency using Excel to generate spreadsheets, pie charts and other accounting charts; courses in finance, business, accounting, mathematics and business law; ability to work independently without close supervision; ability to deal with cultural diversity in communicating with faculty, students, and staff; and must have excellent writing skills. Preferred Qualifications: Bachelor's Degree in Finance and/or Accounting with strong data processing and analytical skills; undergraduate courses in finance, business, economics, statistics, accounting, mathematics and law

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 - $22.48 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