Wealth Advisor

BOK Financial•Denver, CO

3d•$180,000 - $215,000

About The Position

The Wealth Advisor is responsible for maintaining and expanding relationships with high-net-worth individuals, families, trusts, family companies, and similar entities with BOK Financial Wealth, Inc. The role may serve clients through the firm's Registered Investment Advisor, bank, and/or broker-dealer solutions. When appropriate, the Wealth Advisor works with a Senior PWA to determine investment strategies and portfolio allocations. The position requires staying current on economic and market trends, as well as compliance and regulatory matters. The advisor delivers concierge-style customer service, anticipates client needs, helps manage and monitor portfolios, and develops new business. They explain BOK Financial's investment approach and philosophy to clients and prospects, and represent the company in accordance with applicable legal, regulatory, and compliance requirements.

Requirements

A bachelor's degree and 5–10 years of experience or professional certification, or 10+ years of equivalent work-related experience.
FINRA Series 7, Series 66, or Series 65 license required.
Experience in an investment advisory firm environment, with a proficient background in investment strategy, portfolio design, and modern portfolio theory.
Exceptional understanding of client service procedures and client relationships.
Exceptional time management, multitasking, and follow-up skills.
Extensive experience working with custodians and contra firms.
Intermediate knowledge of investment products and the financial services industry.
Exceptional verbal and written communication skills.
Extraordinary attention to detail.
Advanced experience with portfolio accounting systems, CRMs, and AI.
Ability to work independently and provide leadership in a team environment.
Intermediate to advanced knowledge of Microsoft Office Suite and CRM software applications.

Responsibilities

Develop and expand client relationships, including servicing internally referred bank clients.
Serve clients using the firm's RIA, bank, and/or broker-dealer solutions to meet their needs.
Help manage and monitor client portfolios.
Meet with clients and prospects to explain BOK Financial's investment approach and philosophy.
Develop marketing and new business development strategies to meet personal goals.
Represent BOK Financial while meeting compliance, legal, and regulatory requirements.
Keep current on economic and market trends and compliance and regulatory issues.
When appropriate, work with a Senior PWA to determine investment strategies and portfolio allocations.