Wealth Advisor: Relationship-Driven Portfolio Growth

BOK Financial Corporation; Albuquerque, Northern (NM, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

BOK Financial Corporation is seeking a Financial Advisor to guide clients toward short and long-term goals through holistic financial planning and advice.

The role focuses on building relationships, prospecting new clients, and helping manage assets under management. Strong interpersonal skills and active licensing are essential for success in this position. Office-based in Albuquerque, with training and career growth opportunities.

Qualifications

• Bachelor's Degree in Finance or related field is required.
• 1-2 years of related securities sales experience or 7-8 years of equivalent education/experience.
• Licenses: SIE, Series 7 and Series 66, or Series 63 and 65.

Responsibilities

• Meet with clients to understand financial goals and objectives.
• Prepare customer presentations and use databases/worksheets to analyze products and sales approaches.
• Maintain up-to-date knowledge of securities portfolios to maximize marketing potential.
• Complete required training and continuing education to keep licenses in good standing.

Skills

Excellent interpersonal skills

Client relationship building

Financial planning

Education

Bachelor's Degree in Finance or related field

Tools

Databases

Worksheets

Job description

BOK Financial Corporation is seeking a Financial Advisor to guide clients toward short and long-term goals through holistic financial planning and advice.

The role focuses on building relationships, prospecting new clients, and helping manage assets under management. Strong interpersonal skills and active licensing are essential for success in this position. Office-based in Albuquerque, with training and career growth opportunities.