Regional Investment Officer

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Springfield, MO
Job Type
Direct Hire
Feb 06, 2019
Job ID
Our client a successful, well respected, multi-billion asset financial institution seeks a Regional Investment Officer to work with high net worth clients (HNW) insuring their investments are meeting their stated objectives.  This is an opportunity to join a firm who is in an accelerated growth mode, offering opportunity for professional growth.  

Situated in the Ozarks, this is a regional hub offering restaurants, entertainment, and medical facilities for the region.  

  • Develop new business through internal and external centers of influence
  • Work with clients to determine the asset allocation that best meets their objectives.  
  • Review clients’ investment portfolios to insure that their investment objectives are being met.
  • Work with trust administrators to insure that clients’ needs are being met.  
  • Work with internal Financial Planners to develop and implement financial plans for clients and prospective clients.
  • Be a part of the community, developing relationships with external centers of influence to generate new business. 
As Regional Investment Officer, you will:
  • Have successful sales experience; the ability to develop new clients and to ask for business
  • Have experience in wealth management working with high net worth individuals
  • Have an understanding of investment accounts, and trusts both revocable/irrevocable
  • Be a self starter
  • Bachelors degree required
  • Have or be willing to obtain Series 7,and 66
  • Local candidates only; no relocation

Compensation:  DOE plus incentive on new business

Keywords:  Trust, Wealth Management