Private Wealth Advisor

Private Wealth Advisor

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. The Advisor is responsible for managing client relationships including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long-term financial goals. Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community.

Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.

You will build, maintain, and expand strong client relationships through consistent engagement and support.

You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives.

You will meet with clients and prospects to educate them on BOKF's investment philosophy and approach.

You will conduct client analysis to determine financial goals and recommend managed account solutions.

You will represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.

You will develop and implement marketing and business development strategies tailored to your strengths.

This level of knowledge is normally acquired through completion of a bachelors and 5 7 years of experience or an advanced post-graduate degree and / or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience. Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory. Highly professional appearance. Excellent verbal and written communication skills. Highly organized individual with the ability to work in a fast-paced, team environment. Self-directed and self-motivated individual. Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software. May carry FINRA licensure.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.

Investing in our talent and building a great workplace is a top priority for us.

Empowered employees

Award-winning culture

Community commitment

Base salary range explanation : The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. Benefits : BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between.

Operations focused in an eight-state footprint

5,000 team members

$49.7 billion in assets

$114.6 billion in assets under management and administration

$8 million donated to local nonprofits in 2024

59,000+ volunteer hours by our employees in 2024

Nearest Major Market : San Antonio

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