Opportunities

Associate Financial Advisor

 Job Description:

Support Sr. Advisors in trading, portfolio management and financial planning. Investment analysis, retirement planning, tax and estate planning. Create recommendations and creation of reports. Some client-facing in preparation for meetings and reports and clients. Plan followup.
Required: Ability to achieve the licensure within a specific amount of time. 
Resumes to: Burk Holdings, LLC, Burkholder Wealth Management, ATTN: Eric Burkholder, 
CEO, 5014 E. 101st Street, Suite 200 Tulsa, Oklahoma 74137
Jobsite: Tulsa, Oklahoma
Number of Openings: 1
Experience Required: None
Required: Familiarity with Cash Flow Analysis, Portfolio Management, Risk Management, 
Fixed Income, Derivatives, Alternative Investments, Investment Analysis, Market 
Research, Microsoft Excel, Microsoft Suite and basic modeling
Education Required:
Bachelor’s Degree Finance or Business Administration