Wealth Advisor

BOK Financial; Plano (TX); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client relationships

Investment strategy

Communication skills

Time management

Lead and collaborate

Self-directed

Microsoft Office

CRM usage

Formazione

Bachelor’s degree

FINRA Series 7/66/65

Strumenti

CRM systems

Portfolio accounting systems

AI tools (basics)

Microsoft Office Suite

Descrizione del lavoro

Select how often (in days) to receive an alert:

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 atrueWealth Advisor for your clients, with the abilitytoserve 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 ourRIA, 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 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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Plano
Nearest Secondary Market: Dallas
Job Segment: Series 7, Bank, Banking, CRM, Finance, Technology