Private Wealth Advisor

BOK Financial•Phoenix, AZ

8d•Onsite

About The Position

Do you want to be a true Wealth Advisor for your clients, with the ability to serve 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.

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.
If this candidate will represent the RIA, they must be licensed.

Responsibilities

Developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.
Managing client relationships, including ongoing financial planning, education, and coaching with a focus on achieving the client’s long-term financial goals.
Monitoring client activity and providing 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, while also handling internal referral opportunities.
Developing and expanding client relationships while also servicing internally referred bank clients.
Serving clients utilizing our RIA, bank and/or broker dealer solutions to meet your client's needs.
Helping manage and monitor client portfolios.
Meeting with clients and prospects to educate them on BOKF’s investment approach and philosophy.
Developing marketing and new business development strategies to meet personal goals.
Representing BOKF to ensure compliance, legal and regulatory requirements.