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Investment Officer

Company: Job Juncture
Location: Oklahoma City
Posted on: February 15, 2019

Job Description:

As Investment Officer, you will:

  • Assist the Sr.Investment Officer in managing an 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 and public presentations.
  • Assist in the development of new business within existing investment relationships and prospects.
  • Participate in community activities

    Our client a successful, well respected, multi-billion asset financial institution - one of Forbes Best Places to Work.  They are growing both organically and through acquisitions and seek to hire a Junior Investment Officer.   This is a new position assisting the Senior Investment Officer, 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.  Requirements:As Investment 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
    • Certified Financial Planner designation
    • Series 65 or 66
    • Series 7 preferred
    • CFP a plus
       

      Keywords: Job Juncture, Oklahoma City , Investment Officer, Other , Oklahoma City, Oklahoma

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