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Investment Officer
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NPAworldwide Recruitment Network
 
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Job Location: Oklahoma City, OK
JOB DESCRIPTION

Job #: 47218
Title: Investment Officer
Job Location: Oklahoma City, Oklahoma - United States
Remote Job: No
Employment Type:
Salary: $80,000.00 - $105,000.00 - US Dollars - Yearly
Other Compensation: Bonus
Employer Will Recruit From: Regional
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

This is a fantastic opportunity to join a dynamic wealth management group. They have had record earnings and are looking for someone to serve their high-net-worth clients. You will work on a team with a Relationship Manager, Trust Officer, and Wealth Strategist. This is not a sales position. It is truly an investment management position.

JOB DESCRIPTION

As Investment Officer, you will:

  • Five years of investment experience
  • Manage the portfolio of clients with $1 million or more investable assets
  • Determine and review the appropriate asset allocation for each client
  • Annually meet with clients to review their portfolio
  • Conduct Reg-9 reviews
QUALIFICATIONS

As Investment Officer, you will:

  • Be able to communicate investment solutions to your clients.
  • Have experience working with clients with over $1 million investable assets
  • Have experience with asset allocation
  • Have In-depth knowledge of investments
  • Have in-depth knowledge of investments in trust accounts
  • Bachelors degree
  • FINRA Series 7 and Series 65 or 66 or 63/65
  • Advanced degree or designations a plus, i.e., MBA, CFA, CPWA, CFP, CPA, or CTFA

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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