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Private Wealth Associate

Oklahoma City, OK, US

Req ID: 50600 

Areas of Interest: Brokerage Services; Business Development; Financial Advisor; Insurance; Investment Management; Investment Sales; Lending; Private Banking; Project Management; Trust 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Private Wealth Associate plays an integral role in all aspects of Private Bank activities and maintains a high degree of interaction with each Private Wealth Advisor. The Private Wealth Associate will be instrumental in various aspects of duties in fiduciary administration, investment management, banking, and project management activities within the Private Bank.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Partner with Private Wealth Advisors to complete analysis, client assessments, client requests, and client projects. Review and analyze complex client and sales information including providing recommendations. Completes advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Manager and at times responsible for analysis, evaluation and recommendations for these projects with limited supervision.
  2. Performs complex analysis and develops the sales strategy by synthesizing client data. Prepares proposal materials which Private Wealth Advisors use to win new client business. As needed, manages customer accounts in compliance within legal, statutory, and customer guidelines.
  3. Coordinates relationships with respective internal and external professionals and with other areas of the bank including; Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments. Highly involved in existing client depository relationships and prospective lending relationships. Coordinates account opening/closing/maintenance; conducts research and problem resolution with limited oversight.
  4. Proactively communicates with various parties about their investment, banking or fiduciary trust accounts. With moderate supervision from team members, may complete sales presentations, client analysis and recommendations for Trust Officers, Private Bankers, Client Advisors, and Investment Managers in the management and reporting of client accounts.


KNOWLEDGE, SKILLS and ABILITIES:
  • Working knowledge of various securities and investment-related products and services i.e. domestic stocks, taxable bonds, tax free bonds, mutual funds, and international stocks
  • Working knowledge of fiduciary practices, with basic knowledge of Personal Trust
  • Demonstrated ability to understand and analyze complex legal and trust instruments, including the ability to logically and effectively assimilate information into analysis and recommendations
  • Good working knowledge and basic understanding of lending practices and policies, loan documentation requirements and regulation
  • Ability to assess specific customer needs, recommend and offer appropriate Private Banking products and prepare client and new business presentation material
  • Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software.
  • Extremely strong oral and written communication skills, including interpersonal skills
This level of knowledge is normally acquired through completion of a Bachelor’s degree in Business; and 4-6 years equivalent experience in financial, accounting, legal, or other markets.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 

Apply today and take the first step towards your next career opportunity!
 
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.

FACTS:

  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017



Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma

Job Segment: Banking, Bank, Project Manager, Investment Banking, Finance, Technology

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