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Right Choice Resources · 7 hours ago

Private Wealth Advisor

Tulsa Metropolitan Area

Full-time

Onsite

Entry, Mid Level

$120K/yr - $120K/yr

2+ years exp

Right Choice Resources is a fast-growing, independent advisory firm seeking an experienced Financial Advisor to join their Tulsa office. In this role, you will help clients navigate complex financial decisions and manage investment strategies while offering modern planning tools and a rewarding environment.

EmploymentMarketingRecruitingStaffing Agency

Responsibilities

Build and deepen client relationships through ongoing planning and advisory services

Design and implement customized financial plans tailored to client goals

Conduct portfolio reviews and adapt strategies as needed

Grow your book of business through high-touch service and proactive outreach

Leverage advanced planning software and a full range of third-party investment options

Remain informed on market movements and industry regulations

Qualification

Series 7Bachelor's degreeFinancial advising experienceConsultative sellingInterpersonal skillsTeam collaboration

Required

Series 7 required

Bachelor's degree from an accredited institution

Minimum of 2 years as a financial advisor

Strong interpersonal and consultative selling skills

Ability to work independently while contributing to a supportive team

Benefits

Commissions and bonuses are uncapped

Strong payout structure

Company

Right Choice Resources

Right Choice Resources provides staffing and recruiting services.

Founded in 2017

Chicago, Illinois, USA

2-10 employees

https://rightchoiceresources.com

Funding

Current Stage

Early Stage

Leadership Team

Barry Saltzman

Chief Operating Officer

Gregg Salkovitch

Founder | Owner

Recent News

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2025-11-27

Company data provided by crunchbase