Private Wealth Advisor

BOK Financial Corporation; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking financial services firm as a Private Wealth Advisor, where your expertise will directly impact the financial success of high net worth clients. This role offers the unique opportunity to work within an open architecture environment, allowing you to utilize diverse service offerings tailored to client needs. Collaborate with a dedicated team and leverage exceptional resources to provide concierge-style service while fostering long-term relationships. If you are passionate about wealth management and eager to make a difference, this position is designed for you. Embrace the chance to grow your career in a supportive and dynamic environment that values your contributions.

Qualifications

• 5-7 years of experience in investment advisory or equivalent.
• Excellent verbal and written communication skills required.

Responsibilities

• Develop and expand relationships with high net worth clients.
• Manage client portfolios and monitor investment strategies.
• Educate clients on investment approaches and compliance.

Skills

Investment Strategy

Portfolio Design

Modern Portfolio Theory

Communication Skills

Organizational Skills

Problem-Solving

Networking

Self-Motivation

Education

Bachelor's Degree

Post-Graduate Degree (JD, CPA, CFA, CFP)

Tools

Microsoft Office

Portfolio Accounting Systems

CRMs

Trade Rebalancing Software

Job description

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 12/31/2024

Summary

Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA). A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines.

Job Description

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses, and similar entities. BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions, and/or our broker dealer options. We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best-in-class options for our clients. 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. Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each client's individual needs. Advisors monitor client activity and provide 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, while also handling internal referral opportunities.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions. We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time

• You will develop and expand client relationships while also servicing internally referred bank clients.
• You will have the ability to serve clients utilizing our RIA, bank, and/or broker dealer solutions to meet your client's needs.
• You will help manage and monitor client portfolios.
• You will meet with clients and prospects to educate them on BOKF’s investment approach and philosophy.
• You will develop marketing and new business development strategies to meet personal goals.
• You will represent BOKF to ensure compliance, legal and regulatory requirements.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor's 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.
• If this candidate will represent the RIA, they must be licensed.

Working Conditions & Physical Requirements

Office - Occasional Travel

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees. With passion, skill, and partnership you can make an impact on the success of the bank, customers, and your own career!

Apply today and take the first step towards your next career opportunity!

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses, and international corporations—and everything in between.

• Operations focused in an eight-state footprint
• 4,800 team members
• $49 billion in assets
• $100 billion in assets under management and administration
• $6.1 million donated to local nonprofits in 2022
• 33,000+ volunteer hours by our employees in 2022