Senior Wealth Advisor: Elevate High-Net-Worth Portfolios

BOK Financial Co.; Denver (CO); On-site; USD 180,000 - 215,000; Full time

Benefits offered by this job

Performance bonus

Job summary

BOK Financial Wealth Advisors help high-net-worth clients manage portfolios through a trusted, full-service wealth platform. The role spans investment strategy, relationship building, and concierge service across bank, broker-dealer, and RIA channels.

You will monitor markets, communicate clearly, and collaborate with teams to deliver tailored investment solutions and strong client outcomes.

Qualifications

• Bachelor’s degree plus 5–10 years’ experience or 10+ years of equivalent work experience.
• FINRA Series 7/66/65 required.
• Strong investment knowledge and client service skills.

Responsibilities

• Develop and expand relationships with high-net-worth clients.
• Work with bank, broker-dealer and RIA solutions to meet client needs.
• Monitor client portfolios and implement investment strategies.
• Meet with clients/prospects to discuss investment philosophy.
• Develop marketing strategies to grow business.
• Ensure compliance and regulatory requirements are met.

Skills

Investment knowledge

Client service

Portfolio management

Communication

Education

Bachelor's degree

FINRA Series 7/66/65

Tools

CRM software

Portfolio accounting systems

Microsoft Office

Job description

BOK Financial Wealth Advisors help high-net-worth clients manage portfolios through a trusted, full-service wealth platform. The role spans investment strategy, relationship building, and concierge service across bank, broker-dealer, and RIA channels.

You will monitor markets, communicate clearly, and collaborate with teams to deliver tailored investment solutions and strong client outcomes.