Wealth Advisor

BOK Financial•Plano, TX

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 can 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 investment strategies and portfolio allocations. The advisor stays current on economic and market trends and compliance and regulatory matters. The role emphasizes concierge-style client service, collaborative problem-solving, and developing successful client outcomes. It offers the opportunity to work with an energetic, team-oriented organization that supports employees’ growth and advancement.

Requirements

Bachelor’s degree and 5–10 years of experience, or professional certification; alternatively, 10 or more 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 address 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.
Work with Senior PWA, when appropriate, to determine investment strategies and client portfolio allocations.
Keep current on economic and market trends and compliance and regulatory issues.