Associate Private Wealth Advisor

Private Wealth Advisor

Job Description:

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 , education, and coaching with a focus on achieving the client's long-term financial goals. The 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.

Team & Culture:

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.

Key Responsibilities:

• Build, maintain, and expand strong client relationships through consistent engagement and support.
• Help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives.
• Meet with clients and prospects to educate them on BOKF's investment philosophy and approach.
• Conduct client analysis to determine financial goals and recommend managed account solutions.
• Represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.
• Develop and implement marketing and business development strategies tailored to your strengths.

Requirements:

• This level of knowledge is normally acquired through completion of a Bachelor's Degree and 5-7 years of experience.
• Alternatively, 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 and excellent verbal and written communication skills.
• Highly organized, self-directed, and self-motivated individual with the ability to work in a fast-paced, team environment.
• Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs, and trade rebalancing software.
• May carry FINRA licensure.

Top 3 Reasons to Apply:

• Empowered employees
• Award-winning culture
• Community commitment

Benefits:

• Base salary range represents an average for this position; actual offers determined based on qualifications, skills, experience, and education.
• Industry-leading benefits addressing physical, financial, and emotional well-being.

About BOK Financial Corporation:

BOK Financial Corporation Group is a stable and financially strong organization providing excellent training and development to support long-term career growth. 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 toward your next 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.

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