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Regional Wealth Strategist
Job Opportunity at
Posted on Feb 3
+1 (918) 496-9477
Our client a successful, well respected, multi-billion asset financial institution is expanding their wealth division. They seek a Wealth Strategist to consult with high net worth (HNW) minimum of $1 million investable assets and ultra high net worth (UHNW) with a minimum of $5 million investable assets. Working throughout
footprint, you will consult with clients on their financial needs including but not limited to tax and estate planning, trusts, and investments. This is an opportunity to join a firm in an accelerated growth mode, offering opportunity for professional growth. There is some
on office location within the institutions footprint.
Provide unbiased advice to high net worth (HNW) and ultra high net worth (UHNW) individuals around financial planning, trust services, investment management, insurance/risk management and customized credit needs.
Work with fiduciary, brokerage, investment, and credit professionals to fully advise clients and prospective clients.
Present estate / financial plans and assist with closing new business
Develop relationships with centers of influence by being a part of the high net
worth (HNW) community and professional community
As Wealth Strategist, you will:
Have a minimum of 10 years wealth management experience working with high net worth individuals
Have an understanding of financial planning including trusts and estates, and investments.
Have estate planning experience
pulling a team together to meet the needs of high net worth (HNW) clients
Be a self starter
Have successful sales experience; making presentation and closing new clients
Bachelors degree required
CFP, CTFA, CPA, CFA or JD a plus (not required)
Have or be willing to obtain Series 7,63, 66, or 65
Base salary $100,000 to $150,000 plus bonus
Trust, Wealth Management
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