Sarah Dial
Client Advisor at Arvest Wealth Management
- Role
- Client Advisor at Arvest Wealth Management
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Sarah Dial
I am a hardworking, self-motivated individual who enjoys building and maintaining strong relationships with others. I am very detail oriented and team focused because I enjoy working alongside and leading others. I communicate well as I have been a part of various types of teams athletically, academically, and within a professional work environment. I am very coachable and like to learn.Master of Business Administration | Oral Roberts University (December 2021)Bachelor of Science, Finance | Oral Roberts University (May 2021)
Experience
Client Advisor
Jul 2022 — Present · Tulsa, OK, US
I am SIE, Series 7, Series 66, and Life/Health/Variable Annuity Insurance licensed. I also obtained my Chartered Retirement Planning Counselor (CRPC™) certification. As a Client Advisor, I focus on building strong relationships with customers to provide advice regarding investments, life insurance, and retirement/financial planning needs. I present financial plans/solutions to clients after understanding their current financial situation and identifying their future needs, wants, and goals. I simultaneously learn/maintain understanding of various investment products and services to provide solutions for clients. I effectively communicate and work with internal strategic partners to grow client relationships with Arvest Bank and Arvest Wealth Management.
Education
Oral Roberts University
Bachelor, Finance
Oral Roberts University
Master of Business Administration
2020
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