Private Wealth Advisor

BOK Financial•Plano, TX

9d•Onsite

About The Position

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 TypeFormula BasedSummaryThis 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.

Requirements

Completion of a bachelor's degree 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.

Responsibilities

Developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities.
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.
Monitoring client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client’s investment objectives.
Identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community.
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.