Private Wealth Advisor 75310
Private Wealth Advisor 75310
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Req ID:75310
Location:Scottsdale SCOTT Phoenix PHOE Mesa MESA
Areas of Interest:Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:12/31/2024
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
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 conciergestyle customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problemsolving 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 clients longterm financial goals. Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each clients individual needs. Advisors monitor client activity and provide input to the investment analysts responsible for portfolio and asset allocation to achieve the clients 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 internal referral opportunities.
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 teamoriented 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 Youll 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 clients needs.
- You will help manage and monitor client portfolios
- You will meet with clients and prospects to educate them on BOKFs 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
This level of knowledge is normally acquired through completion of a bachelors and 5 7 years of experience or an advanced postgraduate 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 fastpaced team environment.
- Selfdirected and selfmotivated 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
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
