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Strategic People Advisors
Associate Financial AdvisorStrategic People Advisors • Oklahoma City, OK, US
Associate Financial Advisor

Associate Financial Advisor

Strategic People Advisors • Oklahoma City, OK, US
30+ days ago
Salary
$50,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description

About Strategic People Advisors Strategic People Advisors (https:

  • //www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector.
  • On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor.
  • This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.
  • Position Overview This role bridges the gap between starting out and running a mature wealth management practice.
  • Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
  • Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.
  • Requirements FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire). 1–3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.
  • Compensation & Professional Development Competitive income/ plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status. $50,000.00 - $100,000.00 per year.
  • Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits. "This position operates on a professional hybrid schedule once initial training and licensing are completed."
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Associate Financial Advisor • Oklahoma City, OK, US

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