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Regional Wealth Strategist
BancSearch
 
Job Location: Oklahoma City, OK
Our client a successful, well respected, multi-billion asset financial institution is expanding their wealth division. They seek a Wealth Strategist to consult with high net worth (HNW) minimum of $1 million investable assets and ultra high net worth (UHNW) with a minimum of $5 million investable assets. Working throughout the institution'sfootprint, you will consult with clients on their financial needs including but not limited to estate planning, trusts, and investments. This is an opportunity to join a firm in an accelerated growth mode, offering opportunity for professional growth. There is some flexibilityon office location within the institutions footprint.


Duties:
  • Provide unbiased advice to high net worth (HNW) and ultra high net worth (UHNW) individuals around financial planning, trust services, investment management, insurance/risk management and customized credit needs.
  • Work withfiduciary, brokerage, investment, and credit professionals to fully advise clients and prospective clients.
  • Present estate / financial plans and assist with closing new business
  • Develop relationships with centers of influence by being a part of the high networth (HNW) community and professional community

Qualifications:
  • As Wealth Strategist, you will:
  • Have a minimum of 10 years wealth management experience working with high net worth individuals
  • Have an understanding of financial planning including trusts and estates, and investments.
  • Have estate planning experience
  • Experiencepulling a team together to meet the needs of high net worth (HNW) clients
  • Be a self starter
  • Have successful sales experience; making presentation and closingnew clients
  • Bachelors degree required
  • CFP, CTFA, CPA, CFA or JD a plus (not required)
  • Have or be willing to obtain Series 7,63, 66, or 65

Compensation: Base salary $100,000 to $150,000 plus bonus

Keywords: Trust, Wealth Management




How To Apply:
You will be directed to another website for application instructions.
 
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