Back to Home Page
Communities Industries Employers JobSeekers Advertisers PJScout Resources Recruiters About
Keywords (e.g. nurse, sales) Category State City Radius
 
Regional Investment Officer
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Springfield, MO
JOB DESCRIPTION

Job #: 14316
Title: Regional Investment Officer
Job Location: Springfield, Missouri - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Incentive on new business
Employer Will Recruit From: Local
Registered Investment Advisory Firms, Trust Departments, Trust Companies
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Our client a successful, well respected, multi-billion asset financial institution seeks a Regional Investment Officer to work with high net worth clients (HNW) insuring their investments are meeting their stated objectives. This is an opportunity to join a firm who is in an accelerated growth mode, offering opportunity for professional growth.

Situated in the Ozarks, Springfield is a regional hub offering restaurants, entertainment, and medical facilities for the region.

JOB DESCRIPTION

  • Develop new business through internal and external centers of influence
  • Work with clients to determine the asset allocation that best meets their objectives.
  • Review clients investment portfolios to insure that their investment objectives are being met.
  • Work with trust administrators to insure that clients needs are being met.
  • Work with internal Financial Planners to develop and implement financial plans for clients and prospective clients.
  • Be a part of the community, developing relationships with external centers of influence to generate new business.
QUALIFICATIONS

As Regional Investment Officer, you will:

  • Local candidates only; no relocation
  • Have successful sales experience; the ability to develop new clients and to ask for business
  • Have experience in wealth management working with high net worth individuals
  • Have an understanding of investment accounts, and trusts both revocable/irrevocable
  • Be a self starter
  • Bachelors degree required
  • Have or be willing to obtain Series 7,and 66

Education:
University - Bachelor`s Degree/3-4 Year Degree


Privacy Policy

Terms of Use




How to Apply:


 
See all jobs in Springfield MO
  Share this job
Share |

PJ Scout
Create Free Account

PJ Scout
 
    INDUSTRIES | COMMUNITIES | EMPLOYERS | JOB SEEKERS | CUSTOMER LOGIN
    CONTACT US | ABOUT NATIONJOB | ADVERTISERS | PRIVACY
    Electronic Recruitment since 1988. Copyright 1995-2018 NationJob, Inc. All rights reserved.