Wealth Advisor

Bonus Type

Summary

This team is passionately dedicated to the communities they serve forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients needs and crafting bespoke solutions through a comprehensive client-centric approach. They provide a wide range of investment deposit lending and trust solutions designed to help clients grow preserve and seamlessly transition their wealth.

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 (as agreed upon with each client) education and coaching with a focus on achieving the clients long-term financial goals. Advisor monitors client activity and provides 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.

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.

How Youll Spend Your Time

• 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 BOKFs 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.

Education & Experience Requirements

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.