Senior Private Wealth Strategist
Oklahoma Cityonsitesenior
Posted today · via Workday
About this role
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager. Essential Duties and Responsibilities Maintains a high level of contact with major client relationships.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Oklahoma City. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included