Financial Advisor – Small Wealth Management

Small Wealth Management — Tulsa, OK

Salary: $90,000–$100,000 per year

Schedule: Monday–Friday, 8am–5pm

Work Location: Onsite

About the Company

Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.

Small Wealth management provides Life-Focused Guidance to help clients achieve their goals. We take the time to understand what’s truly important to our clients and adjust to whatever life brings, building lasting legacies through meaningful relationships, experiences and moments.  Small Wealth Management fosters a culture of teamwork, accountability, and continuous professional growth.

  About the Role

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking an experienced full-time Financial Advisor to join our collaborative team in Tulsa, OK.

This position comes with an already established book of business, allowing the advisor to step into an existing client based while continuing to grow through referrals and networking. As the primary advisor for assigned clients, you will focus on delivering comprehensive financial planning, deepening relationships, and providing consistent, high-touch service.

You’ll work closely 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, consistent 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.

Qualifications

• Experience:  3-7 years of overall financial services experience preferred.
• Education: Bachelor’s degree required.
• Licenses: Series 7 and 66, Insurance licenses are required; candidates must be licensed prior to hire.
• Skills: Strong organizational, communication, and client-service skills; comfortable with financial planning technology.
• Client-Focused: Commitment to building and maintaining strong client relationships.

Compensation & Benefits

• Classification: Exempt position.
• Salary: $90,000 – $100,000, depending on experience.
• Incentives: Options for performance-based bonuses.
• Health Insurance: $500 contribution toward employee coverage, offered after 30 days.
• Dental & Vision: Available to employees.
• Life & Disability Insurance: Available life insurance, short-term and long-term disability.
• 401(k): Safe Harbor plan with employer contribution effective the first of the month following hire.
• Paid Time Off: 3 weeks the first year, prorated based on start date.
• Paid Holidays: 10 paid holidays.

Schedule & Location

• Work Environment: In-office position in Tulsa, OK office.
• Hours: Monday – Friday, 8:00 AM – 5:00 PM CT.
• Culture: Low turnover, strong core values, and a collaborative team environment.

Why Join Us?

Small Wealth fosters a supportive and client-centered culture. With a robust benefits package and a low-turnover environment, we are committed to helping our team members grow their careers while delivering outstanding service to clients.

Equal Opportunity Employer
Small Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.