Executive Search Consultants to the Financial Services Industry

Trust Wealth Advisor, Northeast Oklahoma

By on Oct 3, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Wealth Advisor, Northeast Oklahoma

Trust Wealth Advisors play an essential role in helping high-net-worth individuals and families plan for their financial future. As a Trust Wealth Advisor with our client, you will be responsible for developing relationships with external referral sources and internal contacts within the organization. This position offers a base salary plus uncapped incentives and allows you to work with a successful, well-respected, multi-billion asset financial institution. Our client is known for its team culture, and you will have the opportunity to work with some of the best in the business. If you are looking for an opportunity to grow your career while making a difference in the lives of others, this is the position for you.

As Trust Wealth Advisor, you will:
• 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.

As Trust Wealth Advisor, you will:
• 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
• Bachelor’s degree required
• Have or be willing to obtain Series 7,63, 66, or 65
• CFP, CTFA, CPA, or JD a plus (not required)

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