Senior Private Wealth Advisor

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

Job summary

BOK Financial Corporation in Texas seeks a Wealth Advisor to develop, maintain, and expand relationships with high net worth individuals, families, trusts, and related entities. You will provide ongoing financial planning and education aligned with clients' long-term goals.

Collaborating with investment analysts, you’ll translate client needs into portfolio strategies, monitor performance, and seek new opportunities through referrals and community networks.

Qualifications

• Bachelor's degree and 5–7 years of experience in investment advisory.
• Advanced degree and/or professional certification (JD, CPA, CFA, CFP) with 3–5 years of equivalent work experience.
• Experience in investment strategy, portfolio design and modern portfolio theory.
• Excellent verbal and written communication; highly organized and self-directed.
• Good knowledge of Microsoft Office; familiarity with portfolio accounting systems, CRMs and trade rebalancing software.

Responsibilities

• Build, maintain, and expand strong client relationships through ongoing engagement.
• Monitor portfolios with investment analysis and financial planning aligned with client objectives.
• Educate clients on BOKF's investment philosophy and approach.
• Identify and develop business opportunities through referrals and networking.
• Represent BOKF professionally while ensuring regulatory compliance.
• Develop marketing and business development strategies tailored to your strengths.

Skills

Client relationships

Financial planning

Investment knowledge

Communication skills

Self-motivation

Education

Bachelor's degree

Advanced degree or certification (JD, CPA, CFA, CFP)

Tools

Microsoft Office

Portfolio accounting systems

CRMs

Trade rebalancing software

Job description

BOK Financial Corporation in Texas seeks a Wealth Advisor to develop, maintain, and expand relationships with high net worth individuals, families, trusts, and related entities. You will provide ongoing financial planning and education aligned with clients' long-term goals.

Collaborating with investment analysts, you’ll translate client needs into portfolio strategies, monitor performance, and seek new opportunities through referrals and community networks.