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Private Wealth Advisor

BOK Financial

Tulsa, OK

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JOB DETAILS
SALARY
LOCATION
Tulsa, OK
POSTED
30+ days ago
Req ID:74987 Location:Denver -DEN Areas of Interest:Private Wealth Advisor Pay Transparency Salary Range:$120,000 Application Deadline:05/30/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Do you want to be atrueWealth Advisor for your clients, with the abilitytoserve clients in our Registered Investment Advisor (RIA) firm or as a BOK Advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA). A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines. Job Description ThePrivate Wealth Advisoris primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities. BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions and/or our broker dealer options. We encourage our Advisors to utilize an open architecture environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. 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. Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each client's individual needs. Advisors monitor client activity and provide 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, while also handling inte Team Culture Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions. We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. How You'll Spend Your Time You will develop and expand client relationships while also servicing internally referred bank clients. You will have the ability to serve clients utilizing ourRIA, bank and/or broker dealer solutions to meet your client's needs. You will help manage and monitor client portfolios You will meet with clients and prospects to educate them on BOKF's investment approach and philosophy. You will develop marketing and new business development strategies to meet personal goals. You will represent BOKF to ensure compliance, legal and regulatory requirements. Education & Experience Requirements T is 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. If this candidate will represent the RIA, they must be licensed. Working Conditions & Physical Requirements Office - Occasional Travel BOK Financial Corporation Groupis a stable and financially strong organization that... For full info follow application link. BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

About the Company

B

BOK Financial

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.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Banking
WEBSITE
http://www.bokf.com