Senior Private Wealth Advisor - Growth & Planning

BOK Financial; Wakarusa (KS); On-site; USD 75,000 - 110,000; Full time

Job summary

BOK Financial is looking for a Private Wealth Advisor to develop and manage relationships with high net worth clients. You will provide personalized financial planning and investment strategies tailored to achieve clients’ long-term goals.

Ideal candidates will have a bachelor's degree and several years of relevant experience, alongside strong communication and investment knowledge. Join BOK Financial to impact clients' financial futures through trust and personalized service.

Qualifications

• Bachelor's degree and 5-7 years of experience or advanced degree and 3-5 years relevant experience.
• Experience in investment advisory with knowledge of portfolio theory.
• Excellent verbal and written communication skills.

Responsibilities

• Develop and expand relationships with high net worth clients.
• Manage client portfolios through investment analysis.
• Educate clients on investment philosophy and strategies.

Skills

Investment strategy

Portfolio design

Communication skills

Microsoft Office

Education

Bachelor's degree

Professional certification (CFA, CFP, etc.)

Tools

Portfolio accounting systems

CRMs

Job description

BOK Financial is looking for a Private Wealth Advisor to develop and manage relationships with high net worth clients. You will provide personalized financial planning and investment strategies tailored to achieve clients’ long-term goals.

Ideal candidates will have a bachelor's degree and several years of relevant experience, alongside strong communication and investment knowledge. Join BOK Financial to impact clients' financial futures through trust and personalized service.