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- Oklahoma City, OK

Our client a successful, well respected, multi-billion asset financial institution is growing both organically and through acquisitions. They have a new position for a Junior Investment Officer who will assist the Senior Investment Officer. You will assist the Senior Investment Officer in working with high net worth clients (HNW). This is an opportunity to join a firm who is in an accelerated growth mode, offering opportunity for professional growth. Duties: As Junior Investment Officer, you....

- Duncan, OK

Our client, named one of Forbes best places to work is growing both organically and through acquisitions. They are looking for a Junior 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 Junior Personal Wealth / Fiduciary / Trust Officer, you will: Administer a small book of accountsAssist Trust Officers with client serviceGrow existing....

- Kansas City, KS

Our client is a profitable, well respected, multi-billion asset financial institution, named one of Forbes best places to work. 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....

- Fayetteville, AR

Our client a successful, well respected, multi-billion asset financial institution seeks a Regional Investment Officer to work with high net worth (HNW) and ultra high net worth (UHNW) clients 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. You will inherit a book of business to grow. This position is open due to an internal transfer. Northwest Arkansas is....

- 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


Be a part of a growing institution – growing both organically and through acquisitions. Our client named one of Forbes Best Places to Work, seeks someone to be a part of the centralize planning team. They are looking for a builder to help build out the centralized planning effort. Duties: As Director of Financial Planning, your duties will include: Train and coach client advisors on benefits of planningOversee Quality Control of investments for example - inflation rate, capital market....

- 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....


Our client consistently named one of the Best Performing Community Banks in the U.S., seeks to hire a trust administration 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 offers beautiful landscape, a multi-cultural community, and is one of the safest places in the country to live. Duties: As Trust Administration Officer, your duties will include: Client service and....

- 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....

- Des Moines, IA

Our client, a family owned, community bank seeks to hire a team lead for their investment group. They are looking for someone to fit into their culture of exceeding client’s expectations in a positive environment. They are known for their work/life balance and family focus. DesMoines, one of the fastest-growing metros in the country, has been named the #1 Best Affordable Place to Live (U.S. News & World Report, 2017) and one of the Top 5 Best Place for Business and Careers (Forbes, 2017).....


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

- Litchfield, CT

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 client accounts to model portfolios. Personally manage a small portfolio of accountsParticipate in new business opportunities.Qualifications: As successful candidate for Sr. Investment Officer,....

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