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Regional Investment Officer
Job Opportunity at
Posted on Feb 1
+1 (918) 496-9477
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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