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Wealth Management

Client-Focused Trust Investment Advisor

Job in Bixby, Tulsa County, Oklahoma, 74008, USA
Listing for: Armstrong Bank
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A regional financial institution in Oklahoma is seeking a Trust Investment Officer to manage client investment portfolios and establish investment protocols. This role involves extensive client interaction, market research, and compliance monitoring. Candidates should have a bachelor's degree and 3-5 years of investment experience. The position requires adherence to fiduciary standards and a client-first approach in providing tailored investment advice.

Exceptional service and ethical integrity are essential for success in this critical role.
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