Trust Wealth Advisor

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 building!

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:


  • Fax resume with cover letter to 314-991-9586. Attention: Kim Carlson. Please refer to job reference code NB/OKtrustwealth


Job Requirements:

Trust Wealth Advisor

Bacherlor's degree required.

CFP, CFA, CPA, CIMA, AIF, CTFA, CWS, CPWA, JD, LLM, (or Master's degree) required.

Series 65 or 66 license required.

Westport One
Full time
Salary Range
$35,000.00 - 76,000.00
per Year
Salary range estimated by
Bartlesville, OK 74003, US