Private Wealth Advisor

BOK Financial•Austin, TX

7d•Onsite

About The Position

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.

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, 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.
Building, maintaining, and expanding strong client relationships through consistent engagement and support.
Managing and monitoring client portfolios by conducting investment analysis and financial planning aligned with their objectives.
Meeting with clients and prospects to educate them on BOKF’s investment philosophy and approach.
Conducting client analysis to determine financial goals and recommending managed account solutions.
Representing BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.
Developing and implementing marketing and business development strategies tailored to your strengths.