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Our client located in Northern IN is a successful, well respected, multi-state institution. Consistently voted Best Employer, they seek to hire a Senior Private Client Relationship Manager. This position is in Northern IN. As Senior Private Client Relationship Manager you will act as the relationship manager to high net worth clients. You will work with the more complex investments, trust, and agency accounts. You will administer trust (fiduciary) accounts. Looking at the bigger picture, you....


Our client located in Northern IN is a successful, well respected, multi-state institution. Consistently voted Best Employer they seek to hire a Trust Administrator / Relationship Manager. This position is in Northern IN. As Trust Administrator / 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....

- Joplin, MO
new job!

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. Joplin, situated in the Ozarks, is a regional hub offering restaurants, entertainment, and medical facilities for the region. During the day, the....

- Tulsa, OK
new job!

Known for their exceptional support and collaborative culture, our client is looking for Independent Financial Advisors to join their Supported Independence program. As an Independent Financial Advisor, you will be given the resources to build a successful practice. There are opportunities available nationally. Duties: As Independent Financial Advisor, you will: Create a culture for your practice that reflects your valuesWork with leading edge technologies to increase your AUMUse streamlined....

- Midland, TX
new job!

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....

- Fayetteville, AR
new job!

Our client a successful, well respected, multi-billion asset financial institution is expanding their wealth division. They seek a Wealth Strategist to consult with high net worth (HNW) minimum of $1 million investable assets and ultra high net worth (UHNW) with a minimum of $5 million investable assets. Working throughout the institution's footprint, you will consult with clients on their financial needs including but not limited to tax and estate planning, trusts, and investments. This is an


Our client a successful, well respected, multi-state, financial institution is expanding their retirement plan services presence. As Retirement Plan Manger you will facilitate growth and change. You will manage and lead by internally communicating the value add of retirement plan services throughout the bank’s footprint. This is an opportunity to join a firm in an accelerated growth mode. You will have an opportunity for professional growth. Duties: As Retirement Plan Manger, you will: Present

- Little Rock, AR

Client Advisors, MO, AR, OK, KS Our client is seeking Client Advisors throughout their footprint - Arkansas, Missouri, Kansas, and Oklahoma. They are a successful, well respected, multi-billion asset financial institution, with strong community commitment. Our client seeks Client Advisors 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.....


Our client a successful, well respected, multi-state, financial institution is expanding their retirement plan services presence. As Retirement Plan Sales Officer, you will be responsible for sales of 401(k) plans to small to medium companies. Duties: As Retirement Plan Sales Officer you will: Work with commercial lenders, financial advisors, and trust officers for internal referrals Have the entire state of Oklahoma as your territoryHave several platforms from different vendors to best serve....

- Fayetteville, AR

Our client a successful, well respected, multi-state, financial institution is expanding their retirement plan services presence. As Retirement Plan Sales Officer, you will be responsible for sales of 401(k) plans to small to medium companies. Duties: As Retirement Plan Sales Officer you will: Work with commercial lenders, financial advisors, and trust officers for internal referrals Have a dedicated territoryHave several platforms from different vendors to best serve your prospects needsWork....

- Wichita, KS

Our client a very stable, solid institution seeks to hire a Chief Fiduciary Officer. This position is new to the department, much needed due to growth, and reports to the head of Wealth Management. You will work for a well respected bank with low employee turnover. This position is located in a very pleasant community; great for families and less than an hour away from Wichita. Duties: As Chief Fiduciary Officer, you will:Be responsible for overseeing a department with close to $1 billion....

- Fayetteville, AR

Our client a boutique, registered investment advisory firm located in Northwest Arkansas seeks an equity portfolio manager. This is a stable, well-respected firm with about $150 million AUM. There is opportunity to grow a business within the business and possible equity in the future. This position reports to and supports the President/CEO in all investment related functions. Duties:Participate in client and prospective client meetingsClient communications, written and verbalPortfolio....

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