Wealth Strategist

Location: Oklahoma City, Oklahoma
Date Posted: 08-31-2017
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) with a minimum of $1 million investable assets and ultra high net worth (UHNW) with a minimum of $5 million investable assets.  You will consult with clients on their financial needs including but not limited to estate planning, trusts, and investments.  This is an opportunity to join a firm in an accelerated growth mode, offering opportunity for professional growth.  
This position pays a six figure base salary plus incentive on new business.  Current Wealth Strategists earn between $200,000 and $350,000.

Oklahoma City the largest city in Oklahoma with an MSA of over $1 million population, offers a rich Western culture, diverse restaurants, fine arts, and the OKC Thunder!  

Job Description

  • Provide unbiased advice to high net worth and ultra high net worth individuals around financial planning, trust services, investment management, insurance/risk management and customized credit needs.
  • Pull together fiduciary, investment, planning, and credit professionals to fully advise clients and prospective clients.
  • Develop new business within inherited group of investment relationships
  • Develop relationships with centers of influence by being a part of the high net worth (HNW) community and professional community    


  • Have a minimum of 10 years wealth management experience working with high net worth individuals
  • Have an understanding of financial planning including trusts and estates, and investments.
  • Experience pulling a team together to meet the needs of high net worth (HNW) clients 
  • Be a self starter
  • Have sales experience; the ability to develop new clients and to ask for business
  • Bachelors degree required
  • CFP, CTFA, CPA, CFA or JD a plus (not required)
  • Have or be willing to obtain Series 7,63, 66, or 65
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