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Financial Services

Senior Wealth Specialist: Private & Institutional Client Services

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Simmons Bank
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial institution in Oklahoma City is seeking a Senior Wealth Specialist to provide high-level customer service to institutional and private wealth clients. This role involves maintaining client records, assisting with account transactions, and ensuring compliance with regulations. Ideal candidates will have a high school diploma/GED and 4-6 years of relevant experience in financial services. Join their team and contribute to a culture focused on collaboration and integrity.
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Position Requirements
10+ Years work experience
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