Wealth Advisor
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 role may work with a Senior PWA to determine appropriate investment strategies and portfolio allocations. Staying current on economic and market trends, as well as compliance and regulatory matters, is an important part of the position. The advisor anticipates client needs and provides concierge-style service, using problem-solving skills and collaboration across business lines. Depending on applicable licenses and client needs, the advisor can serve clients through the firm’s Registered Investment Advisor, bank, and/or affiliated broker-dealer solutions.
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.
- 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 meet their needs.
- Help manage and monitor client portfolios.
- Meet with clients and prospects to explain 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.
- Stay current on economic and market trends and relevant compliance and regulatory issues.
Benefits
- Training and development to support long-term employee careers.
- BOKF Performance Plan bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
