Financial Advisor

Company Overview

Since 1999, Small Wealth Management has prioritized helping clients understand, achieve, and sustain financial independence with confidence and clarity. Our approach centers on life-focused guidance, taking the time to understand what matters most to clients and adapting to life’s changes. We aim to build lasting legacies through meaningful relationships, experiences, and moments. The firm fosters teamwork, accountability, and ongoing professional growth.

Role Overview

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Financial Advisor to join our Tulsa, Oklahoma team. You will serve as the primary advisor for an established book of business while also expanding your client base through referrals and networking. You will collaborate with senior advisors and support staff to ensure consistency, efficiency, and an exceptional client experience.

Key Responsibilities

• Build and deepen relationships with existing clients.
• Develop comprehensive financial plans and provide investment recommendations.
• Hold regular meetings with prospects and clients.
• Stay current on market trends and financial planning tools.
• Pursue continuous professional development.
• Collaborate with team members to maintain a client-centered approach.

Licensing Requirements

• Bachelor’s degree required
• Series 7 license required
• Series 66 license required or Series 63/65

Compensation and Benefits

• Job Type: Full-time
• Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Work Location

Location: Tulsa, OK 74135. This position is in-person.