Wealth Advisor
About this role
Job DetailsJob Location: OKC-Gaillardia - Oklahoma City, OK 73142Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NegligibleJob Shift: DayJob Category: BankingThe Wealth Advisor is responsible for fostering new and existing client relationships by providing high-level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust financial plans that meet clients’ financial goals.
PRINCIPAL DUTIES AND RESPONSIBILITIES
Partners with clients to identify, understand, and refine their financial goals; educates them on available financial services and investment opportunities.
Analyzes clients’ financial status and develops recommendations that help them work towards well-defined financial objectives.
Ensures client satisfaction and retention by developing and implementing appropriate financial solutions, building meaningful and long-lasting relationships.
Acts as a fiduciary, placing clients’ interests and outcomes first.
Conducts regular reviews with clients to update their financial plans as needed.
Develops a professional network to drive business; proactively seeks new client opportunities.
Leverages knowledge of the Bank’s internal systems for financial planning and cash flow analysis to drive business objectives.
Ensures compliance with all relevant regulations and standards.
Keeps current with financial markets, industry trends, and relevant regulatory updates, to advise internal teams and leadership when needed.
Non-Essential Functions: Performs other duties as assigned.QualificationsEDUCATION AND/OR EXPERIENCE
Bachelor’s degree in Finance, Economics, Business Administration, or a related field, required.
5+ years’ experience in client-facing financial services role, required.
CFA, CFP, CPA, or JD, preferred.
KNOWLEDGE, SKILLS, AND ABILITIES
Strong knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management.
Strong understanding of wealth management concepts, investment opportunities, and financial markets.
Prior success selling financial services.
Excellent networking, relationship management, and client service skills.
Excellent verbal, written, and interpersonal communication skills.
Ability to communicate complex financial solutions to clients.
Ability to work independently and in a team environment.
Company at a glance
Founded in 1913 and headquartered in Oklahoma, Stride Bank, N.A. is a full-service financial institution managing over $4 billion in assets. We offer a comprehensive range of services including consumer and commercial banking, mortgage lending, wealth management, treasury management, and highly specialized payment solutions for national fintech clients.
While we continue to drive innovation and develop new financial solutions, we remain deeply committed to our community-banking roots in Oklahoma and beyond. Our branch network spans Enid, Tulsa, Oklahoma City, Bartlesville, Blackwell, Woodward, Mooreland (Oklahoma), and Salt Lake City (Utah).
At Stride Bank, our values guide everything we do:
We Challenge – We push boundaries, foster growth, and drive positive change through innovation and excellence.
We Build – We create lasting relationships and solutions that make a meaningful impact.
We Execute – We deliver results with precision, accountability, and efficiency.
We Care – We prioritize the well-being of our team, partners, customers, and communities.
We Protect – We safeguard the interests and assets of those we serve with integrity and commitment.
Stride Bank, N.A. Member FDIC. Equal Housing Lender.
Investment and insurance products offered through Stride Wealth Management are: Not FDIC Insured | Not Guaranteed by the Bank or its Affiliates | Not Deposits | Not Insured by Any Federal Government Agency | May Lose Value.
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