Wealth Advisor

BOK Financial; San Antonio (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

BOK Financial seeks a Wealth Advisor to develop, maintain, and grow relationships with high-net-worth clients and related entities. You will guide ongoing financial planning and education, collaborating with analysts on portfolio design and asset allocation to meet long-term goals.

You will identify new opportunities through referrals, manage client activity, and uphold compliance. A strong professional presence and excellent communication are essential.

Qualifications

• Bachelor's degree plus 5–7 years of experience in investment advisory or related field.
• Advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP) preferred.
• Strong communication skills, both verbal and written, and ability to work in a fast-paced team.

Responsibilities

• Develop, maintain, and expand relationships with high-net-worth clients and related entities.
• Provide ongoing financial planning and coaching aligned with client goals.
• Collaborate with investment analysts on portfolio design and asset allocation to meet objectives.
• Identify new business opportunities via client networks and referrals.
• Ensure compliance with regulatory and firm policies while representing the bank professionally.

Skills

Investment strategy

Portfolio design

Communication

Organization

Self-motivation

Education

Bachelor's degree

Professional certifications (CFA/ CFP/ CPA)

Tools

CRMs

Portfolio accounting systems

Trade rebalancing software

Microsoft Office

Job description

Pay Transparency Salary Range: Not Available

Application Deadline: 09/01/2026

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

Formula Based

Summary

This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke solutions through a comprehensive, client‑centric approach. They provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth.

Job Description

TheWealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. The Advisor is responsible for managing client relationships including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long‑term financial goals. Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community.

Team Culture

Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long‑term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.

How You'll Spend Your Time

• You will build, maintain, and expand strong client relationships through consistent engagement and support.
• You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives.
• You will meet with clients and prospects to educate them on BOKF's investment philosophy and approach.
• You will conduct client analysis to determine financial goals and recommend managed account solutions.
• You will represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.
• You will develop and implement marketing and business development strategies tailored to your strengths.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelors and 5 - 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience.

• Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.
• Highly professional appearance.
• Excellent verbal and written communication skills.
• Highly organized individual with the ability to work in a fast‑paced, team environment.
• Self‑directed and self‑motivated individual.
• Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.
• May carry FINRA licensure.

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.