Lead Wealth Planner II for High-Net-Worth Clients

BOK Financial; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

BOK Financial is seeking a Financial Planner II in Oklahoma City to lead or co-lead planning for high net worth clients, delivering tailored financial plans.

You will conduct research, build scenarios, coach junior planners, and collaborate with client relationship managers to prepare for client meetings. The role emphasizes relationship-building, presenting recommendations, and contributing to scalable planning processes. Office environment in OKC with training and growth opportunities.

Qualifications

• Bachelor's degree and 2-5 years' experience in a financial planning role with CFP coursework completed.
• Preferred: Completion or progress toward CFP.

Responsibilities

• Lead or co-lead financial planning for high net worth clients.
• Build and present financial plans for appropriate level client cases; mentor junior planners.
• Conduct financial planning research and help develop planning systems and processes.
• Prepare for client meetings with data gathering, data entry, and scenario analysis.
• Develop relationships with internal partners and identify opportunities to offer financial planning services.

Skills

Relationship building

Client communication

Financial analysis

Education

Bachelor's degree

CFP coursework

Job description

BOK Financial is seeking a Financial Planner II in Oklahoma City to lead or co-lead planning for high net worth clients, delivering tailored financial plans.

You will conduct research, build scenarios, coach junior planners, and collaborate with client relationship managers to prepare for client meetings. The role emphasizes relationship-building, presenting recommendations, and contributing to scalable planning processes. Office environment in OKC with training and growth opportunities.