The Well
- Financial Advisor
High-Growth RIA (Hybrid
Tulsa, OK) $100K$150K base + bonus | Equity path | Full benefits + 401(k) match Our clienta fast-growing, fee-only wealth management firm in Tulsais adding a
Financial Advisor
to help serve and grow a high-net-worth client base.
If you're a planning-first advisor who loves working in a true
ensemble team , this is a standout opportunity.
What Youll Do Bring in HNW and UHNW relationships through your network Lead planning + investment conversations with full team support Use direct indexing + private markets in customized portfolios Drive smooth, tax-aware asset transitions Contribute to firm growth + future expansion
What You Bring HNW advisory experience A real, activatable network (book helpful, not required) Series 65/66 preferred;
CFP preferred Collaborative, low-ego approach
What You Get Competitive base + bonus Equity potential
for impact players Employer-paid benefits + 401(k) match Hybrid flexibility (Monday morning in-office) Strong planning + investment support so you can focus on clients
High-Growth RIA (Hybrid
Tulsa, OK) $100K$150K base + bonus | Equity path | Full benefits + 401(k) match Our clienta fast-growing, fee-only wealth management firm in Tulsais adding a
Financial Advisor
to help serve and grow a high-net-worth client base.
If you're a planning-first advisor who loves working in a true
ensemble team , this is a standout opportunity.
What Youll Do Bring in HNW and UHNW relationships through your network Lead planning + investment conversations with full team support Use direct indexing + private markets in customized portfolios Drive smooth, tax-aware asset transitions Contribute to firm growth + future expansion
What You Bring HNW advisory experience A real, activatable network (book helpful, not required) Series 65/66 preferred;
CFP preferred Collaborative, low-ego approach
What You Get Competitive base + bonus Equity potential
for impact players Employer-paid benefits + 401(k) match Hybrid flexibility (Monday morning in-office) Strong planning + investment support so you can focus on clients