Executive Search Consultants to the Financial Services Industry

Wealth Advisor, NE Oklahoma

By on Jun 25, 2021 in |

Website BancSearch, Inc.

BancSearch, Inc.

Wealth Advisor, NE Oklahoma

This position is with a successful, well-respected, multi-billion asset financial institution with solid community ties which generate external referrals to the Wealth Advisor. Our client seeks someone to represent them in the community, further developing professional contacts in the community. This organization is known for its team culture with strong internal referral sources. Compensation is base salary plus uncapped incentive.  

As 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 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
* Bachelors degree required
* CFP, CTFA, CPA, or JD a plus (not required)
* Have or be willing to obtain Series 7,63, 66, or 65

#wealthsales #wealthadvisor

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