Private Wealth Advisor

BOK Financial Corporation; Topeka (KS); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Equal employment opportunities

Professional development

Job summary

BOK Financial Corporation is seeking a Private Wealth Advisor in Topeka, responsible for developing relationships with high net worth clients and managing their financial goals. The role requires 5 to 7 years of investment advisory experience, along with effective communication skills and proficiency in investment strategies.

The Advisor will educate clients on investment opportunities while ensuring compliance with all regulatory policies. This is an excellent opportunity for a motivated individual to join a collaborative team committed to client success.

Qualifications

• 5-7 years of experience in investment advisory.
• Strong background in investment strategy and modern portfolio theory.
• Ability to work in a fast-paced, team environment.

Responsibilities

• Build and maintain strong client relationships.
• Monitor client portfolios and provide financial planning.
• Educate clients on investment philosophy.

Skills

Investment strategy

Portfolio design

Verbal communication

Written communication

Microsoft Office proficiency

Education

Bachelor's degree

JD, CPA, CFA, or CFP certification

Tools

CRM software

Portfolio accounting systems

Trade rebalancing software

Job description

Location: Topeka -TOPE

Application Deadline: 07/31/2026

Bonus Type

Formula Based

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.

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.