Investment Officer - Oklahoma City, Oklahoma United States - 19445

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Job #: 19445
Title: Investment Officer
Job Location: Oklahoma City, Oklahoma - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Incentive on new business
Employer Will Recruit From: Nationwide
RIA's, Bank trust departments
Relocation Paid?: Yes


Our client a successful, well respected, multi-billion asset financial institution - one of Forbes Best Places to Work.  They are growing both organically and through acquisitions and seek to hire a Junior Investment Officer.   This is a new position assisting the Senior Investment Officer, working with high net worth clients (HNW).  This is an opportunity to join a firm who is in an accelerated growth mode, offering opportunity for professional growth.  


As Investment Officer, you will:

  • Assist the Sr.Investment Officer in managing an established investment management accounts for high net worth clients
  • Assist in preparation of annual customer reviews
  • Assist the Sr. Investment Officer in preparing for client and public presentations.
  • Assist in the development of new business within existing investment relationships and prospects.
  • Participate in community activities


As Investment Officer, you will:

  • Have experience in wealth management working with high net worth individuals
  • Have an understanding of investments
  • Be a self starter 
  • Have customer service experience in a financial environment
  • Bachelors degree required
  • Certified Financial Planner designation
  • Series 65 or 66
  • Series 7 preferred
  • CFP a plus

University - Bachelor's Degree/3-4 Year Degree