Jobs


Junior Investment Officer

Twitter Facebook
Location
Oklahoma City, OK
Job Type
Direct Hire
Degree
Bachelor
Date
Dec 28, 2018
Job ID
2642699
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 Junior Investment Officer, you will:
  • Assist the Sr. Investment Officer in managing established investment management accounts for high
    net worth clients.
  • Assist in preparation of annual customer reviews
  • Assist the Sr. Investment Officer in preparing for client, seminar, and public presentations.
  • Assist in the development of new business within existing investment relationships and prospects.
  • Participate in community activities
Qualifications:     
As Junior Investments Officer, you will:
  • Have experience in wealth management working with high net worth individuals
  • Have an understanding of investments
  • Be a self starter
  • Have customer service experience in a financial environment
  • Bachelors degree required
  • Have or be willing to obtain Series 7,and 66
Compensation:  Base salary, Amount DOE

Keywords:  Trust, Wealth Management, Investments