Senior Investment Officer - Springdale, Arkansas United States - 18078



JOB DESCRIPTION

Job #: 18078
Title: Senior Investment Officer
Job Location: Springdale, Arkansas - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Uncapped incentive plan
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Our client, one of Forbes Best Places to Work seeks to hire a personal trust officer.  There is tremendous opportunity for growth to senior level office.  You can be part of a growing organization with a stable history of client service and employee recognition. 

JOB DESCRIPTION

As Senior Investment Officer, you will:

  • Manage a book of established investment management accounts for high net worth clients
  • Conduct an annual customer reviews
  • Determine client investment objectives 
  • Determine asset allocation within tax, client objectives, and financial plan quidelines
  • Generate new business by attracting new clients and through penetration of existing client accounts
  • Work with commercial lenders, private bankers, and bank leadership to generate new business
  • Participate in marketing activities i.e. seminars and other public presentations

QUALIFICATIONS

As Senior Investment Officer, you will have:

  • Indepth-knowledge of investments
  • Experience working as or for a fiduciary 
  • Experience with asset allocation within tax and financial plan quidelines
  • Successful sales experience with high net worth clients
  • Strong customer relationship skills
  • Team player
  • Bachelor’s degree required
  • Series 7, 66, Life & health licenses willing to obtain

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

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