Senior Wealth Advisor — High-Net-Worth Portfolios

BOK Financial Co.; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

BOK Financial is seeking a Wealth Advisor to maintain and expand relationships with high-net-worth individuals, families, trusts, and related entities through BOK Financial Wealth, Inc. You will coordinate with senior staff to determine investment strategies and allocations, while staying current on market trends and regulatory issues.

You will deliver concierge-style client service, anticipate needs, and collaborate across business lines to provide comprehensive investment solutions.

Qualifications

• Bachelor’s degree plus 5–10 years of experience or 10+ years of equivalent work experience.
• FINRA Series 7, 66, or 65 required.
• Experience in an investment advisory firm with portfolio design and modern portfolio theory.
• Strong client service procedures and relationship management.
• Excellent verbal and written communication; attention to detail.
• Experience with custodians and contra firms; CRM and portfolio accounting systems.

Responsibilities

• Develop and expand client relationships with high-net-worth individuals and families.
• Serve clients using RIA, bank, and broker-dealer solutions to meet client needs.
• Help manage and monitor client portfolios and educate clients on investment approach.
• Meet with clients and prospects to discuss investment strategies and goals.
• Develop marketing and new business development plans to meet personal targets.
• Ensure compliance with regulatory requirements in all client interactions.

Skills

Client relationships

Investment strategy

Communication skills

Time management

Lead and collaborate

Self-directed

Microsoft Office

CRM usage

Education

Bachelor’s degree

FINRA Series 7/66/65

Tools

CRM systems

Portfolio accounting systems

AI tools (basics)

Microsoft Office Suite

Job description

BOK Financial is seeking a Wealth Advisor to maintain and expand relationships with high-net-worth individuals, families, trusts, and related entities through BOK Financial Wealth, Inc. You will coordinate with senior staff to determine investment strategies and allocations, while staying current on market trends and regulatory issues.

You will deliver concierge-style client service, anticipate needs, and collaborate across business lines to provide comprehensive investment solutions.