Financial Advisor

Job overview

The Financial Advisor role is onsite in Tulsa, OK. The posting states compensation of $60,000–$150,000; the listing's salary field gives $150,000 per year. New York Life's mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. The advisor develops comprehensive financial plans and long-term client relationships, helping individuals, families, and business owners make informed decisions. The work integrates investment, tax, insurance, retirement, estate, risk, and business-planning considerations and includes ongoing advice and collaboration with specialists when appropriate.

What you'll do

• Develop financial plans tailored to client goals and values
• coordinate investment, tax, insurance, retirement, and estate strategies
• guide clients through major financial decisions with ongoing planning
• build long-term relationships based on trust, education, and accountability
• collaborate with specialists when appropriate
• stay current on market trends, tax law changes, and financial planning strategies.

What we're looking for

Skills & competencies

financial advisor

tulsa ok

new york life

the dean group

$150,000/year

financial planning

investment strategy

retirement planning

estate planning

risk management

series 7

series 66

life & health insurance license

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting describes benefits for eligible Associate Partners, subject to applicable plan terms
• it does not specify a benefits package for this role.

Why this role

Required qualifications include FINRA Series 7 and Series 66 (or Series 63 and 65) and Life & Health Insurance licenses. The role offers access to a fee-based planning platform and investment solutions.

About the employer

New York Life - The Dean Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.