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Wealth Advior
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Bartlesville, Oklahoma - United States
JOB DESCRIPTION

Job #: 39892
Title: Wealth Advior
Job Location: Bartlesville, Oklahoma - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Incentive on New Business and Bonus
Employer Will Recruit From: Regional
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

This position is with a successful, well-respected, multi-billion asset financial institution with strong community ties. Our client seeks a Wealth Advisor to grow their presence by developing professional contacts in the community and internal contacts within the organization. This organization is known for its team culture. You will work with internal referral sources and external centers of influence.

JOB DESCRIPTION

As Wealth Advisor, you will:
* Develop new business by networking with internal and external contacts.
* Work closely with trust officers and investment officers.
* Be a part of the community, participating in community events.

QUALIFICATIONS

As Wealth Advisor, you will:
* Have experience in wealth management working with high net worth individuals
* Understand investment accounts, and trusts both revocable/irrevocable
* Be a self-starter
* Have sales experience; the ability to develop new clients and to ask for business
* Bachelors degree required
* CFP, CTFA, CPA, or JD a plus (not required)
* Have or be willing to obtain Series 7,63, 66, or 65

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




How to Apply:


 

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