Wealth Advisor for High‑Net‑Worth Clients

BOK Financial Corporation; Topeka (KS); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Equal employment opportunities

Professional development

Job summary

BOK Financial Corporation is seeking a Private Wealth Advisor in Topeka, responsible for developing relationships with high net worth clients and managing their financial goals. The role requires 5 to 7 years of investment advisory experience, along with effective communication skills and proficiency in investment strategies.

The Advisor will educate clients on investment opportunities while ensuring compliance with all regulatory policies. This is an excellent opportunity for a motivated individual to join a collaborative team committed to client success.

Qualifications

• 5-7 years of experience in investment advisory.
• Strong background in investment strategy and modern portfolio theory.
• Ability to work in a fast-paced, team environment.

Responsibilities

• Build and maintain strong client relationships.
• Monitor client portfolios and provide financial planning.
• Educate clients on investment philosophy.

Skills

Investment strategy

Portfolio design

Verbal communication

Written communication

Microsoft Office proficiency

Education

Bachelor's degree

JD, CPA, CFA, or CFP certification

Tools

CRM software

Portfolio accounting systems

Trade rebalancing software

Job description

BOK Financial Corporation is seeking a Private Wealth Advisor in Topeka, responsible for developing relationships with high net worth clients and managing their financial goals. The role requires 5 to 7 years of investment advisory experience, along with effective communication skills and proficiency in investment strategies.

The Advisor will educate clients on investment opportunities while ensuring compliance with all regulatory policies. This is an excellent opportunity for a motivated individual to join a collaborative team committed to client success.