JOB DESCRIPTION
Job #: 47218
Title: Investment Officer
Job Location: Oklahoma City, Oklahoma - United States
Remote Job: No
Employment Type:
Salary: $80,000.00 - $105,000.00 - US Dollars - Yearly
Other Compensation: Bonus
Employer Will Recruit From: Regional
Relocation Paid?: Yes
WHY IS THIS A GREAT OPPORTUNITY? This is a fantastic opportunity to join a dynamic wealth management group. They have had record earnings and are looking for someone to serve their high-net-worth clients. You will work on a team with a Relationship Manager, Trust Officer, and Wealth Strategist. This is not a sales position. It is truly an investment management position. JOB DESCRIPTION
As Investment Officer, you will: - Five years of investment experience
- Manage the portfolio of clients with $1 million or more investable assets
- Determine and review the appropriate asset allocation for each client
- Annually meet with clients to review their portfolio
- Conduct Reg-9 reviews
QUALIFICATIONS As Investment Officer, you will: - Be able to communicate investment solutions to your clients.
- Have experience working with clients with over $1 million investable assets
- Have experience with asset allocation
- Have In-depth knowledge of investments
- Have in-depth knowledge of investments in trust accounts
- Bachelors degree
- FINRA Series 7 and Series 65 or 66 or 63/65
- Advanced degree or designations a plus, i.e., MBA, CFA, CPWA, CFP, CPA, or CTFA
Education:
University - Bachelor`s Degree/3-4 Year Degree
How to Apply:
|
