Wealth Advisor

BOK Financial; Plano (AL); On-site; USD 90,000 - 180,000; Full time

Job summary

BOK Financial Wealth, Inc. seeks a Wealth Advisor to maintain and expand relationships with high-net-worth clients, families, trusts, and related entities within BOKF.

You will collaborate with Senior PWA on investment strategies, stay current on market trends, and deliver concierge-style service while coordinating across RIA, bank, and broker-dealer channels. You will educate clients on investment philosophy, manage portfolios, and drive business development while ensuring regulatory compliance

Qualifications

• Bachelor’s degree with 5–10 years experience or 10+ years equivalent.
• FINRA series 7, 66 or 65 is required.
• Experience in an investment advisory firm with portfolio design & modern portfolio theory.
• Strong client service and relationship skills.
• Excellent time management and follow-up abilities.
• Experience working with custodians and contra firms.
• Proficiency in Microsoft Office and CRM software.

Responsibilities

• Develop and expand relationships with high-net-worth clients.
• Serve clients using RIA, bank, and broker-dealer solutions.
• Help manage and monitor client portfolios.
• Meet clients and prospects to educate on investment approach.
• Develop marketing and new business development strategies.
• Ensure compliance and regulatory requirements are met.

Skills

Investment strategy

Portfolio design

Modern portfolio theory

Client service

CRM software

Microsoft Office

Team collaboration

Communication skills

Education

Bachelor’s degree + 5–10 years experience

FINRA Series 7/66/65

Tools

Portfolio accounting systems

CRM software

AI in finance

Job description

Req ID: 78819

Location: Plano -PLAN

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/27/2026

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

Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA). A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines.

Job Description

The Wealth Advisor is responsible for maintaining and expanding relationships with high-net-worth individuals, families, trusts, family companies and similar entities with BOK Financial Wealth, Inc. (BOKF). When appropriate this role will work with Senior PWA to determine appropriate investment strategies and investment allocations of client portfolios. Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time

• You will develop and expand client relationships while also servicing internally referred bank clients.
• You will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your client's needs.
• You will help manage and monitor client portfolios
• You will meet with clients and prospects to educate them on BOKF’s investment approach and philosophy.
• You will develop marketing and new business development strategies to meet personal goals.
• You will represent BOKF to ensure compliance, legal and regulatory requirements.

Education & Experience Requirements

This level of knowledge is normally acquired through a bachelor’s degree along with 5-10 years of experience or professional certification; or 10+ years of equivalent work-related experience.

FINRA series 7 or 66 or 65 required.

• Experienced in an investment advisory firm environment with proficient background in investment strategy, portfolio design and modern portfolio theory.
• Exceptional understanding of client service procedures and client relationships.
• Exceptional time management, multi-tasking, and follow up skills.
• Extensive experience working with custodians and contra firms.
• Intermediate knowledge of investment products and the financial service industry.
• Exceptional verbal and written communication skills.
• Extraordinary attention to detail.
• Advanced experience with portfolio accounting systems CRMs and AI.
• Self-directed and self-motivated individual with the ability to provide leadership in a team environment.
• Intermediate to advanced knowledge of Microsoft Office Suite and CRM software applications.

BOK Financial Corporation Group

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.