Job Details

Financial Service Advisor September 12, 2025

Located in Tulsa, OK

Pay: $60-65K

Job Full Description

• As a Client Service Advisor, you’ll be at the heart of our mission—building and strengthening the relationships that leads our clients to write their story worth living.
• You will:
  • Lead weekly Client Service team meetings
  • Schedule and manage client appointments, ensuring an efficient workflow and timely completion of services.
  • Conduct regular meetings with existing clients to review strategies, discuss potential replacements and acquisitions, and align plans with retirement goals.
  • Provide tailored recommendations to clients based on their life story, financial goals, and retirement plans.
  • Attend client events and assist with preparation of each event
  • Address client concerns with empathy, delivering resolutions that leave them confident in the path forward.
  • Collaborate with our Client Service Specialists to ensure every detail is cared for.
  • Gain hands-on experience in financial advising, with the future opportunity to grow into a Senior Advisor role.
  We’re looking for someone who:
  • Holds their insurance license, or who is willing to obtain their license within the first 30 days of starting in their position (Slate River will cover cost of 1 exam and cost of prep class)
  • Thrives in relationship-focused work and treats clients like family.
  • Communicates clearly and with professionalism.
  • Is organized, detail-oriented, and able to manage multiple client needs at once.
  • Has a future-seeking mindset, eager to learn and grow toward becoming a Senior Advisor. 
• Brings previous client service or advisory experience (financial industry experience preferred but not required).

#2002DR

Oklahoma City (Downtown), OK
2002
6301 Waterford Boulevard
Suite 210
Oklahoma City, OK 73118

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