Wealth Advisor for High-Net-Worth Clients

BOK Financial Co.; 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

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