Private Wealth Associate

BOK Financial; Tulsa (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

BOK Financial Co. in Tulsa, OK, is seeking a Private Wealth Associate—a developmental role within Private Wealth that can be placed in Private Banking, Personal Trust, Investment Management or Wealth Advisors.

This apprenticeship teaches bank policies, fiduciary administration, and project management with a typical 24–36 month path to a department role such as Private Banker, Trust Officer or Wealth Advisor.

Qualifications

• Bachelor’s Degree in Business or related field, or 3–4 years of experience in finance, accounting or investments
• Basic knowledge of various securities and investment-related products
• Basic knowledge of trust concepts and application to Personal Trust
• Understanding of lending practices and loan documentation requirements
• Ability to assess customer needs and prepare client presentation materials
• Proficient computer skills including word processing, spreadsheets, and presentation software
• Extremely strong oral and written communication skills

Responsibilities

• Partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, and review complex client and sales information with recommendations.
• Complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers, synthesizing data and performing complex analysis.
• Develop external and internal relationships, including Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments.

Skills

Oral & written communication

Analytical thinking

Interpersonal skills

Team collaboration

Education

Bachelor's degree in Business or related field

Tools

Computer skills (word processing, spreadsheets, presentations)

Job description

Select how often (in days) to receive an alert:

If you encounter any issues while trying to apply for a position, please email us [e-mail].

Private Wealth Associate

Tulsa, OK, US, 74101

Location: Tulsa -TUL

Areas of Interest: Wealth Management; Business Development; Investment Management; Portfolio Management; Private Banking; Private Wealth Advisor; Professional; Project Management; Relationship Management; Trust

Pay Transparency Salary Range: Not Available

Application Deadline: 01/01/2027

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

BOKF Performance Plan (D02)

Summary

We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Private Wealth Associate is an “apprentice” role within Private Wealth and can be located within any department (Private Banking, Personal Trust, Investment Management or Wealth Advisors). The role is designed to teach the specific policies and operating procedures within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent. Typically, within 24-36 months, the incumbent will transition into a role in one of the departments (i.e., Private Banker, Trust Officer, Investment Manager or Wealth Advisor).

Team Culture

Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization. Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success.

How You'll Spend Your Time

• You’ll partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
• You’ll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
• You’ll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience.

• Basic knowledge of various securities and investment-related products and services.
• Basic knowledge of trust concepts and application to Personal Trust.
• Basic understanding of lending practices and policies, loan documentation requirements and regulations.
• Ability to assess specific customer needs, recommend and offer appropriate products and prepare client and new business presentation material
• Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software.
• Extremely strong oral and written communication skills, including interpersonal skills

Working Conditions & Physical Requirements

Office

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!
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.

Investing in our talent and building a great workplace is a top priority for us.

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.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Project Manager, Relationship Manager, Finance, Technology, Customer Service