Client Advisor

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Duncan, OK
$95,000 - $165,000
Job Type
Direct Hire
May 17, 2018
Job ID
Client Advisor, Oklahoma City, OK

Our client is a profitable, well respected, multi-billion asset financial institution, with strong community commitment.  They seek to hire a Client Advisor to assist in growing their customer base.  They offer an existing referral base, open architecture, and an 18 month to two year draw.  There are no silos, no competing with trust officers for the same dollars.  Everyone reports to the same Regional Manager.  There is no specific non-solicit, non-compete other than the standard bank language in the employment contract.

As Client Advisor
  • You will produce revenue by working through the bank branches.
  • You will be a part of the community, developing relationships, and new business
As Client Advisor, you will:
  • Have your FINRA licenses, 7, 66 OR 7, 63, AND 65.
  • Have successful experience as a financial / wealth advisor
  • Clean U-4
  • CFP preferred
  • Associates Degree or equivalent
Compensation:  Eighteen month to two year draw based on trailing twelve.  Estimated first year compensation for average producer is $95,000; second year $120,000; third year up to $165,000
Keywords:  Wealth Management