A leading financial services organization is seeking a Private Wealth Associate in Plano, Texas. This role is an apprentice position designed to teach the specific policies and operating procedures within Private Wealth, transitioning into a Private Banker role in 24-36 months. The candidate should have a Bachelor's degree in Business or a related field and possess strong communication skills. The successful candidate will work closely with Private Wealth Advisors, completing client assessments and various projects. Join us and grow your career!#J-18808-Ljbffr
We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.