Wealth Advisor

BOK Financial • Denver, CO

6d

About The Position

The Wealth Advisor maintains and expands relationships with high-net-worth individuals, families, trusts, family companies, and similar entities with BOK Financial Wealth, Inc. The advisor may serve clients through the firm’s registered investment advisor (RIA), bank, and/or affiliated broker-dealer solutions, depending on client needs and applicable licenses. When appropriate, the role works with a Senior PWA to determine suitable investment strategies and portfolio allocations. The position also requires staying current on economic and market trends and on compliance and regulatory issues.

The role develops client relationships, provides concierge-style service, helps manage and monitor portfolios, and educates clients and prospects on BOKF’s investment approach. It also involves developing marketing and business-development strategies, serving internally referred bank clients, and representing BOKF in meeting legal, regulatory, and compliance requirements. The position calls for strong client-service, communication, time-management, and relationship-building skills, along with investment advisory experience and proficiency with portfolio accounting systems, CRMs, and AI.

Requirements

• Bachelor’s degree plus 5–10 years of experience or a professional certification, or 10+ years of equivalent work-related experience.
• FINRA Series 7, 66, or 65 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.
• Self-directed and self-motivated, with the ability to 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 RIA, bank, and/or broker-dealer solutions to address their needs.
• Help manage and monitor client portfolios.
• Meet with clients and prospects to educate them about BOKF’s investment approach and philosophy.
• Develop marketing and new-business-development strategies to meet personal goals.
• Represent BOKF and ensure compliance with legal and regulatory requirements.
• Keep current on economic and market trends, compliance matters, and regulatory issues.
• Work with Senior PWA when appropriate to determine investment strategies and portfolio allocations.

Benefits

• Training and development to support long-term employee careers.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior