Wealth Advisor

BOK Financial • Plano, TX

8d

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 serve clients through the firm's Registered Investment Advisor (RIA), bank, and/or broker-dealer solutions. When appropriate, the advisor 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 compliance and regulatory issues.

The advisor provides attentive, concierge-style service by anticipating client needs, solving problems, and collaborating across business lines. The role involves educating clients and prospects about BOKF's investment approach and philosophy, managing and monitoring portfolios, and developing strategies for marketing and new business development. The position represents BOKF while ensuring compliance with legal and regulatory requirements.

Requirements

• Bachelor’s degree plus 5–10 years of experience or professional certification, or 10+ years of equivalent work-related experience.
• FINRA Series 7, Series 66, or Series 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 and service 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.
• Keep current on economic and market trends and compliance and regulatory issues.
• When appropriate, work with Senior PWA to determine investment strategies and client portfolio allocations.

Benefits

• Training and development to support employees’ long-term careers.

What This Job Offers

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