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|Title:||Regional Wealth Strategist|
|Job Location:||Tulsa, Oklahoma - United States|
|Salary:||$200,000.00 - $350,000.00 - US Dollars - Yearly|
|Other Compensation:||Plus incentive on new business; no limit on incentive|
|Employer Will Recruit From:||Regional|
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's locations in Oklahoma, 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. This position will serve all of Oklahoma including Oklahoma City and Bartlesville. There is someflexibility on office location.
This position pays a six figure base salary plus incentive on new business. Current Wealth Strategists earn between $200,000 and $350,000.
University - Bachelor's Degree/3-4 Year Degree