Trust Wealth Advisor - Bartlesville, Oklahoma United States - 43856



JOB DESCRIPTION

Job #: 43856
Title: Trust Wealth Advisor
Job Location: Bartlesville, Oklahoma - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Incentive
Employer Will Recruit From: Local
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


This position is with a successful, well-respected, multi-billion asset financial institution with solid community ties which generate external referrals to the Wealth Advisor. Our client seeks someone to represent them in the community, further developing professional contacts in the community. This organization is known for its team culture with strong internal referral sources. Compensation is base salary plus uncapped incentive.  
 

JOB DESCRIPTION

  • 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

  • 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

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