Trust Wealth Advisor
Company: Westport One
Posted on: November 22, 2021
Trust Wealth Advisor
Our client is a privately owned bank that is looking for a Trust
and Wealth Advisor that would be responsible for identifying and
building high-quality client relationships within the affluent and
high net worth market through direct prospecting, cultivation of
both internal referral sources and external sources, and creative
networking with key influencers. This professional will need to
profile and create strategies specific to prospective clients as
well as educate and advise prospects on a wide range of solutions
to help them address their specific issues and meet their
objectives. They will be held accountable for selling trust
products and services to individuals characterized by complex or
sensitive financial situations.
In addition, you will retain, expand, and deepen existing
relationships. This is a salaried position plus bonus along with
other financial incentives and great benefits! You must have
experience within financial services, preferably within a bank, a
great connector with people, great team player, networker, and a
minimum of 3 years required experience with trust and investment
management products and services.
Our search consultants are Financial Services 'industry insiders'
working specifically with Internal and External Wholesalers,
National Sales Managers, Investment and Wealth Management
Representatives, Relationship Managers, Branch Managers, Compliance
Officers, Operations Managers, Investment Money Managers, Portfolio
Managers, Research Analysts, Trust Officers/Administrators/Managers
as well as all Executive Level positions.
Westport One consistently ranks as one of the top 10 offices within
the MRI Network system, one of the largest talent advisory,
recruiting, and staffing organizations in the world. Our
55-year-old, global family is comprised of nearly 400 firms with
1,500 search and advisory professionals across four continents. It
takes a network to build a business---. So, let's start
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at
To apply for this position, submit your resume by choosing one or
more of the following:
***CLICKING "APPLY NOW" ON THIS PAGE*** (PREFERRED)
Email your resume in WORD format to email@example.com. Please
refer to job reference code NB/OKtrustwealth in the subject
Fax resume with cover letter to 314-991-9586. Attention: Kim
Carlson. Please refer to job reference code NB/OKtrustwealth
NO CALLS PLEASE
Keywords: Westport One, Tulsa , Trust Wealth Advisor, Other , Bartlesville, Oklahoma
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