Private Wealth Advisor

BOK Financial; Austin (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

BOK Financial in Austin is seeking a Private Wealth Advisor responsible for developing and expanding relationships with high-net-worth clients. The role emphasizes financial planning, portfolio management, and identifying business opportunities.

Ideal candidates will have 5 - 7 years of experience in investment advisory and excellent communication skills. A bachelor's degree plus professional certifications are preferred. The position offers a collaborative and supportive team culture.

Qualifications

• 5 - 7 years of experience in an investment advisory firm.
• Highly professional appearance with excellent communication skills.
• Self-directed and motivated individual in a fast-paced environment.

Responsibilities

• Build and maintain strong client relationships.
• Manage and monitor client portfolios through investment analysis.
• Conduct meetings to educate clients on investment strategies.

Skills

Investment strategy

Portfolio design

Verbal communication

Written communication

Organizational skills

Education

Bachelor's degree

Professional certification (CFA, CFP)

Tools

Microsoft Office

Portfolio accounting systems

CRMs

Job description

Req ID: 77074

Location: Austin -AUS

Areas of Interest: Wealth Management

Application Deadline: 10/31/2025

Summary

This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke solutions through a comprehensive, client-centric approach. They provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth.

Job Description

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. The Advisor is responsible for managing client relationships including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long-term financial goals. Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community.

Team Culture

Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.

How You'll Spend Your Time

• You will build, maintain, and expand strong client relationships through consistent engagement and support.
• You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives.
• You will meet with clients and prospects to educate them on BOKF's investment philosophy and approach.
• You will conduct client analysis to determine financial goals and recommend managed account solutions.
• You will represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.
• You will develop and implement marketing and business development strategies tailored to your strengths.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelors and 5 - 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience.

• Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.
• Highly professional appearance.
• Excellent verbal and written communication skills.
• Highly organized individual with the ability to work in a fast-paced, team environment.
• Self-directed and self-motivated individual.
• Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.
• May carry FINRA licensure.

EEO Statement

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.