How much does a Financial Advisor III make in Oklahoma? The average Financial Advisor III salary in Oklahoma is $80,485 as of March 26, 2024, but the range typically falls between $66,403 and $98,749. Salary ranges can vary widely depending on the city and many other important factors, including education, certifications, additional skills, the number of years you have spent in your profession.
Percentile | Salary | Location | Last Updated |
10th Percentile Financial Advisor III Salary | $53,582 | OK | March 26, 2024 |
25th Percentile Financial Advisor III Salary | $66,403 | OK | March 26, 2024 |
50th Percentile Financial Advisor III Salary | $80,485 | OK | March 26, 2024 |
75th Percentile Financial Advisor III Salary | $98,749 | OK | March 26, 2024 |
90th Percentile Financial Advisor III Salary | $115,377 | OK | March 26, 2024 |
Atria Wealth Solutions - Fort Worth, TX
Prudential Financial - Houston, TX
Financial Advisor (career-changers welcome!)
Northwestern Mutual - Irvine, CA
Capstone Partners Financial and Insurance Services (LA) - Los Angeles, CA
Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.
Planning: An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
Diversity and Inclusion: Developing and promoting acquaintance, empowerment, and integration of each unique individual to create a productive and safe working environment.
Client Relationship: Client relationship managemen is focused on building relationships with clients to ensure that their needs are met, they are satisfied with the services and/or products provided by the company.
Financial Advisor III develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Financial Advisor III keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Financial Advisor III follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Financial Advisor III work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Financial Advisor III typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)... View full job description
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Location | Avg. Salary | Date Updated |
---|---|---|
Location Achille, OK | Avg. Salary $85,183 | Date Updated March 26, 2024 |
Location Ada, OK | Avg. Salary $78,658 | Date Updated March 26, 2024 |
Location Adair, OK | Avg. Salary $81,529 | Date Updated March 26, 2024 |
Location Adams, OK | Avg. Salary $78,397 | Date Updated March 26, 2024 |
Location Addington, OK | Avg. Salary $75,438 | Date Updated March 26, 2024 |
Location Afton, OK | Avg. Salary $80,050 | Date Updated March 26, 2024 |
Location Agra, OK | Avg. Salary $78,658 | Date Updated March 26, 2024 |
Location Albany, OK | Avg. Salary $85,183 | Date Updated March 26, 2024 |
Location Albert, OK | Avg. Salary $73,263 | Date Updated March 26, 2024 |
Location Albion, OK | Avg. Salary $75,177 | Date Updated March 26, 2024 |
A career path is a sequence of jobs that leads to your short- and long-term career goals. Some follow a linear career path within one field, while others change fields periodically to achieve career or personal goals.
For Financial Advisor III, the first career path typically starts with a Financial Advisor IV position, and then progresses to Financial Advising Director.
Additionally, the second career path typically starts with a Private Banker IV position, and then progresses to Private Banking Manager.
Salary.com's CompAnalyst platform offers:
Job Title | Experience | EDUCATION | Salary Compared to This Job |
---|---|---|---|
Job Title Financial Advisor I | Experience 0 - 2 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Advisor II | Experience 2 - 4 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Advisor IV | Experience 7 + | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst III | Experience 4 - 7 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst IV | Experience 7 + | EducationBachelors | Salary Compared to This Job |
Jobs with different levels of education may pay very differently. Check the Financial Advisor III salary of your education level.
A job category is a classification or grouping of job positions that share similar characteristics, functions, or industries. Financial Advisor III salary varies from category to category. Click below to see Financial Advisor III salary in different categories.
About Oklahoma Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2)....More
Skills associated with Financial Advisor III: Customer Retention, Financial Advising, Banking Products, Upselling ...More
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