Investment Consultant- Tulsa, OK

Conduct proactive client outreach and needs-based conversations to align solutions with client goals. Build relationship management skills through timely, accurate, client-focused support while managing priorities across outreach, follow-up, and administrative work. Collaborate with Financial Consultants and branch leaders to enhance client experience, taking ownership of your learning, results, and professional growth. This role provides a clear path to becoming a Financial Consultant, supported by Wealth Management University and hands-on mentorship.