Trust Administrator, Southwest, Ref #10645

Description: Our client seeks a trust generalist to manage trust relationships, estates, agencies, custody accounts. Experience with employee benefit accounts would be a plus.

Qualifications: Minimum of eight years experience managing trust relationships. Stable employment history. Degree required. JD is a plus.

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Manager of Wealth Mgt.., Southwest, Ref #10642

Description: This is an opportunity to manage a wealth management department for a regional multistate organization. Currently the trust area and investment management area (minimum account size is $250,000) are run separately. The manager of wealth management will be charged with smoothly transitioning the two teams together.

Qualifications: Stable employment history. Must have knowledge of trust and investment management for larger accounts. Degree required.

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Private Bank Lending Mgr., Upper Midwest, Ref #1pvbkmg

Description: This is an opportunity to walk into and manage a smoothly functioning team. The position is open due to an internal transfer.

Our client seeks someone to manage nine lenders, support staff, and customer service staff. The focus is on management - monitoring lending procedures and loan analysis; monitor trends; ensure that group meets sales and retention goals. Manager is also responsible for most complex client relationships.

Qualifications: Stable employment history. Prior private bank management experience is experienced. Degree required.

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Financial Advisor, Austin TX - Local Candidates Only

Description:  Join a firm designed to help you build your practice. Our client offers better payouts, more freedom in an office where you can sell, sell, sell while they take care of the details.

The net payouts are higher, starting at 55%. Our client picks up the rent, E&O insurance, compliance, technology (computers), telephones, and office equipment. They do not cover staff or marketing but do offer practice support.  The partners were in the top 1% of their previous broker dealer. This is out of over 1000 financial advisors. They have a system to efficiently run a practice and a system for effective marketing. Financial advisors can draw upon their successful experience and knowledge.

Our client separates fee business and commission business so you don't take a haircut from the broker dealer (BD) on the fee business. What that means to you is that you are paid on a higher GDC for fee business.

They offer clients consolidated statement. For example, a client has ½ of their money with their financial advisor and ½ in their 401(k). Our client has the capability of tracking the 401(k) on their statements also. Therefore, the FA and the client can see the whole picture on one statement.

They offer a built in succession plan. If someone retires, they will buy their practice if they want to sell it.  Advisors don't have to worry about their family if they are disables or die. At the wire house if you can't work anymore, they get your book and nothing goes to you or your family.

Qualifications: An e.xisting book with a minimum trailing 12 GDC of $150,000.  Also, a clean U-4 is required.

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Relationship Manager, Commercial Loan Officer, Ref #clook

Description:  Excellent opportunity with a safe and growing bank. This office has grown despite the challenging environment and is looking to adding to their staff. A great chance for someone with C&I (Main Street lending) experience to jump in and build a clean book. Some portfolio will be inherited, but the main driver will be building a new book of $2MM plus solid credit business loans. If you have C&I experience and perhaps some real estate experience, this could be a great spot for you. **Please do not apply if you only possess real estate lending experience. Real estate will be part of the work, but the main thrust will be on developing C&I clientele.

Handle commercial banking credit and deposit needs for the greater Tulsa, OK region. Initiate and develop new business through outside business development activities. Provide credit, deposit and other banking services in conjunction with client management activities. Credit analysis and underwriting skills are very helpful for success in the position.

Qualifications:  A Bachelors degree or equivalent and considerable prior commercial lending experience, strong credit and analytical skills. 5+ years in relationship management capacity, preferably at a $2 Billion plus Asset bank.

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Financial Advisor, Independent Channel, Location Open, 07finadv

Description:  Are you open to an opportunity where you can better serve your clients and increase your payouts?  Our client is offering the opportunity to run your business the way you see fit (as long as you're legal.) They will provide office and support staff.  All that is required of you is take care of your clients and grow your book.

Qualifications:  Existing book with a minimum trailing 12 GDC of $200,000. Also, a clean U-4 is required.

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Financial Advisor, Broker Dealer, Location Open, Ref # 02finadv

Description:  Are you open to an opportunity where you can better serve your clients and ncrease your payouts?  We have an opportunity with a broker dealer who is offering supported independence. You will have flexibility in client offerings i.e. you will not be tied to selling proprietary products.  Our client will provide existing office space or financial support for your own office.

Qualifications:  Existing book with a minimum trailing 12 GDC of $175,000. Also, a clean U-4 is required.

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