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Posted on Sep 1
+1 (918) 496-9477
Oklahoma City, OK
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. You will consult with clients on their financial needs including but not limited to estate planning, trusts, and investments. This is an opportunity to join a firm in an accelerated growth mode, offering opportunity for professional growth.
Oklahoma City the largest city in Oklahoma with an MSA of over $1 million population, offers a rich Western culture, diverse restaurants, fine arts, and the OKC Thunder!
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.
Pull together fiduciary, investment, planning, and credit professionals to fully advise clients and prospective clients.
Develop new business within inherited group of investment relationships
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.
pulling a team together to meet the needs of high net worth (HNW) clients
Be a self starter
Have successful sales experience; the ability to develop new clients and to ask for business
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 low six figures plus incentive on new business.
successful officers in other regions are earning $275,000 to $325,000.
Trust, Wealth Management
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