Regional Investment Officer
Job Opportunity at BancSearch

Posted on Feb 1

http://www.bancsearch.com    +1 (918) 496-9477

Location: Joplin, MO
Job Type: Full Time
Job ID: W4151423

Our client a successful, well respected, multi-billion asset financial institution seeks a Regional Investment Officer to work with high net worth clients (HNW) insuring their investments are meeting their stated objectives.  This is an opportunity to join a firm who is in an accelerated growth mode, offering opportunity for professional growth.  

Joplin, situated in the Ozarks, is a regional hub offering restaurants, entertainment, and medical facilities for the region.  During the day, the population swells to 250,000 with employees commuting to work; in the evenings, a more intimate setting, with a population of 50,000.

  • Work with clients to determine the asset allocation that best meets their objectives.  
  • Review clients’ investment portfolios to insure that their investment objectives are being met.
  • Work with trust administrators to insure that clients’ needs are being met.  
  • Work with internal Financial Planners to develop and implement financial plans for clients and prospective clients.
  • Develop new business within existing investment relationships and internal centers of influence.
  • Be a part of the community, developing relationships with external centers of influence to generate new business. 
As Regional Investment Officer, you will:
  • Have experience in wealth management working with high net worth individuals
  • Have an understanding of investment accounts, and trusts both revocable/irrevocable
  • Be a self starter
  • Have successful sales experience; the ability to develop new clients and to ask for business
  • Bachelors degree required
  • Have or be willing to obtain Series 7,and 66

Compensation:  $75,000 to $95,000 DOE plus incentive on new business

Keywords:  Trust, Wealth Management

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