Wealth Advisor

BOK Financial; Topeka (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

BOK Financial is seeking a Trust Officer to administer personal trust, custody and estate, investment agency and IRA accounts in line with governing documents, applicable laws, and fiduciary standards.

You will build and maintain strong client relationships with CSAs, managers, and Private Wealth teams, communicating activity, performance and insights while coordinating with internal partners and external advisors to resolve issues.

Qualifications

• Bachelor’s degree in business or related field and 3–5 years of Personal Trust experience or 6–8 years of Personal Trust experience or equivalent combination of education and experience.
• Experience managing medium- to large-sized client accounts.
• Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law, taxes and investments.
• Excellent analytical ability, decision making and problem solving skills
• Excellent oral, written and communication skills, including interpersonal skills

Responsibilities

• Administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• Build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• Communicate account activity, performance, market insights, and value-added ideas while developing solutions within established systems.
• Coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
• Adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• Apply knowledge of tax, trust, probate, and investment principles to interpret complex information and elevate client risk or legal issues to management.

Skills

Estate planning

Client relationship management

Analytical ability

Communication skills

Education

Bachelor's Degree in business or related field

Job description

Application Deadline: 09/30/2026

Location: Topeka -TOPE

Areas of Interest: Wealth Management; Trust

Pay Transparency Salary Range: Not Available

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

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.

Job Description

The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

Team Culture

Our culture is rooted in our history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution. Our growth from Tulsa, Oklahoma to a nationwide presence reflects our commitment to agility, strong client relationships, and innovative financial solutions. We prioritize serving our clients, fostering a positive work environment for our employees, and making a meaningful impact in the communities we serve, believing that every financial challenge and opportunity is significant.

How You'll Spend Your Time

• You will administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• You will build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• You will communicate account activity, performance, market insights, and value‑added ideas while developing solutions within established systems.
• You will coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
• You will adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• You will apply knowledge of tax, trust, probate, and investment principles to interpret complex information and elevate client risk or legal issues to management.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience.

• Experience in managing medium- to large-sized client accounts.
• Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law, taxes and investments.
• Excellent analytical ability, decision making and problem solving skills
• Excellent oral, written and communication skills, including interpersonal skills

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.