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- Southeast, PA
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Our client, a community bank in one of the wealthiest communities in Pennsylvania seeks to hire a trust portfolio manager. This is an opportunity to work with a bank committed to being independent. They offer the opportunity to grow - working with larger more complex investment accounts. Duties: As Trust Portfolio Manager, your duties will include: Work with clients to determine their objectives.Determine and implement asset allocation to meet clients’ objectives or as determined by trust....

- Lawton, OK

Our client, growing both organically and through acquisitions is looking for a Personal Wealth / Fiduciary / Trust Officer who is customer oriented. This is a new position. They are looking for someone to grow with them. They offer a base salary and incentive on new business. Duties: As Personal Wealth / Fiduciary / Trust Officer, you Assist Trust Officers with client service will: Administer a book of trust and investment management relationships. Deliver excellent customer....

- Oklahoma City, OK

Our client is a successful, well respected, multi-billion asset financial institution is in a growth mode. They have a new position for a Junior Investment Officer assisting the Senior Investment Officer, working with high net worth clients (HNW). This is an opportunity to join a firm in an accelerated growth mode, offering opportunity for professional growth. Duties: As Investment Officer, you will:Assist the Sr. Investment Officer in managing established investment management accounts for....


Our client, consistently named one of the Best Performing Community Banks in the U.S. Employer seeks to hire a Trust Officer. The position offers variety in the type of accounts managed. Additionally, our client is looking at succession planning with this hire. This area of West Texas is offers beautiful landscape, a multi-cultural community, and one of the safest places in the country to live. Duties: As Trust Officer / Client Relationship, your duties will include: Client service and....


Our client, a very stable and profitable institution, seeks to hire a Personal Trust Officer. This is a great company with a great reputation. They are a customer focused bank with low employee turnover. The position is open due to a promotion. Duties: As Personal Trust Officer, your duties will include: Act as a trusted advisor with clients regarding their financial and retirement planningAdminister a variety of trust and investment management accounts.Work with clients to recommend the....


Our client located in Northern IN, a successful, well respected, multi-state institution; consistently voted Best Employer seeks to hire a Trust Officer / Relationship Manager. As Trust Officer / Relationship Manager you will act as the relationship manager to high net worth clients. You will work with their investments, trusts and agency accounts. You will administer trust (fiduciary) accounts and continue to build on existing relationship i.e. new business. This position in Northern IN is in

- Northeast, OK

Our client, one of Forbes Best Places to Work seeks to hire a Personal Trust Officer. There is tremendous opportunity for growth to senior level officer. You can be part of a growing organization with a stable history of client service and employee recognition. Duties: As Trust Officer, your duties will include: Administer between 100 and 120 accountsAverage account size is $1 million.Accounts are 1/3 IRA’s, 1/3 agency’s, 1/3 personal trustsAssist with new businessQualifications: As Personal....

- Fayetteville, AR

Our client, a multi-billion asset organization known for their customer service is growing exponentially. You can be part of this growth in a stable organization with a history of client service and employee recognition. This position is open due to an internal transfer. Duties: As Senior Investment Officer, you will:Manage a book of established investment management accounts for high net worth clientsConduct annual customer reviewsDetermine client investment objectives Determine asset....

- Litchfield, CT

Located in one of the most beautiful residential communities in New England, located west of Hartford, our client seeks a Sr. Investment Officer to lead their investment team and philosophy. Duties: As Sr. Investment Officer, you will: Lead investment team.Oversee and update when needed the investment philosophy, policies, and procedures.Evaluate and recommend investment vehicles – stocks, bond, mutual funds, etc. to be selected for portfolios.Review and develop model portfolios; migrate....

- Amarillo, TX

Our client, a family owned community bank seeks to hire a trust officer. They are looking for someone to administer a variety of accounts. This is a new position due to growth. Duties: As Trust Officer, your duties will include: Client relationship management.Administration a variety of trust and investment management accounts.Participate in new businessQualifications:Knowledge of trust and investmentsExperience administering trust accountsExperience working with high net worth....

- Midland, TX

Our client, very stable and profitable, seeks to hire a Trust Officer. This is a great company with a great reputation. For the last seven years, they have been recognized by Bank Director Magazine. This is a very customer centric bank with low employee turnover. Our client offer a generous base salary plus profit sharing, 401(k) and stock options. Duties: As Trust Officer you willAdminister a variety of personal trust accounts. Work with estate planning and family partnershipsWork with oil....

- Springfield, MO

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. Duties: Develop new business

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