Private Wealth Advisor: Grow High‑Net‑Worth Portfolios

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

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.