Wealth Advisor

Oklahoma City OK

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Type: Permanent

Experience: Standard Management (Manager/Supervisor of Staff)

Education: Bachelor's Degree

Category: Accounting / Finance / Insurance

Industry: Financial / Financial Services

Reference ID: NB/OKwealth

Date Posted: 12/22/2020

Shortcut: http://westport-one.jobs.mrinetwork.com/ZdhtCN

Wealth Advisor

Our client is looking for an experienced trust, investment, and insurance professional that has a proven track record of building relationships, bringing in new business, and identifying new opportunities with existing clients.


You must have at least 5 to 7 years of financial planning, wealth management, trust, and insurance planning experience. You must have a minimum of a bachelor’s education, masters preferred, and a law degree is a plus. They pay a competitive salary with a bonus based on revenue, profit sharing, and other great benefits.

Designations are not required but preferred! You will need to be fully licensed (7, 66 Life & Health).


Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

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.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

To apply for this position, submit your resume by choosing one or more of the following:



  • Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code NB/OKwealth HERE in the subject line.


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




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