Private Wealth Advisor

BOK Financial; San Antonio (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

BOK Financial seeks a Wealth Advisor to develop, maintain, and grow relationships with high-net-worth clients and related entities. You will guide ongoing financial planning and education, collaborating with analysts on portfolio design and asset allocation to meet long-term goals.

You will identify new opportunities through referrals, manage client activity, and uphold compliance. A strong professional presence and excellent communication are essential.

Qualifications

• Bachelor's degree plus 5–7 years of experience in investment advisory or related field.
• Advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP) preferred.
• Strong communication skills, both verbal and written, and ability to work in a fast-paced team.

Responsibilities

• Develop, maintain, and expand relationships with high-net-worth clients and related entities.
• Provide ongoing financial planning and coaching aligned with client goals.
• Collaborate with investment analysts on portfolio design and asset allocation to meet objectives.
• Identify new business opportunities via client networks and referrals.
• Ensure compliance with regulatory and firm policies while representing the bank professionally.

Skills

Investment strategy

Portfolio design

Communication

Organization

Self-motivation

Education

Bachelor's degree

Professional certifications (CFA/ CFP/ CPA)

Tools

CRMs

Portfolio accounting systems

Trade rebalancing software

Microsoft Office

Job description

BOK Financial seeks a Wealth Advisor to develop, maintain, and grow relationships with high-net-worth clients and related entities. You will guide ongoing financial planning and education, collaborating with analysts on portfolio design and asset allocation to meet long-term goals.

You will identify new opportunities through referrals, manage client activity, and uphold compliance. A strong professional presence and excellent communication are essential.