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We're Hiring

Come join our growing team of forward-thinking Financial Professionals.

"We are a Financial Planning dynasty. We are a breeding ground for top performing Professionals. We are changing generations."


Inspire Advisor

Career Overview:

We’re looking to expand our team of forward-thinking Advisors who desire to pursue a meaningful career impacting the financial outcomes of others. You will actively seek to bring on new members by applying your communication and problem-solving skills to deliver financial guidance and coaching to the young professionals and entrepreneurs in our community.

What does a successful candidate look like?

As a Financial Advisor with INSPIRE you will leverage your network in a modern, urban work environment located in the Richmond Plaza building in the heart of Tulsa. You will actively develop a practice that seeks to provide financial planning services to young professionals, entrepreneurs, and their growing families. You will guide them through a process that delivers planning done in an approachable, relaxed, judgement-free zone where open communication is encouraged.

Looking for continuous professional development opportunities, an innovative team of like-minded peers, compensation directly proportional to your efforts, and work-life balance? We’d love for you to explore becoming a Financial Advisor with INSPIRE.

Requirements:

  • 2 to 5+ years of relationship-based sales, entrepreneurial, or related experience. Desire to build and grow a planning practice
  • Wants to help others through direct access to clients (vs. back office support of clients)
  • Willingness to create and nurture new client activity
  • Ability to obtain all required securities & insurance licenses within 90 days
  • Team-oriented, honest and ethical

Bonus Points For:

  • Activity-driven success at prior firm
  • Series 7, 66, (or 63/65) and/or Life & Health licenses — CFP® or equivalent designation preferred
  • Previous financial planning experience with young professionals and entrepreneurs or experience as a business owner a plus
  • History of volunteering and/or affiliations with Non-profit groups, Alumni associations, etc.

Learn More About our Opportunities

Call us: 918-948-6200

Email: info@planwithinspire.com

Apply Now