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Private Wealth Associate

Dallas, TX, US

Req ID: 63393 

Job Location: Dallas Dallas TX 

Areas of Interest: Wealth Management; Brokerage Services; Investment Management; Portfolio Management; Private Banking; Private Wealth Advisor; Sales; Training & Development 

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.                  .

Bonus Type

Formula Based

Summary

We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career.

About the Role

This is an exciting development opportunity where you’ll play an integral role by actively learning the various aspects of Private Wealth activities.  You will interact with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers. You will take a deep dive into the core responsibilities of fiduciary administration, investment management, private banking, and project management activities within the Private Bank.  Various team members throughout the private wealth organization will provide guidance and training, and you may complete sales presentations, client analysis and management and reporting of client accounts.

What You Can Expect

This role gives you a birds-eye view into each of the private bank’s functions.  You will have the opportunity to go on client calls and be a part of strategic planning for the client needs.   While not an administrative role, you will be tasked with performing a wide variety of duties that support the private bank’s various functional groups.  You’ll be highly involved in existing client depository relationships and prospective lending relationships. You’ll coordinate account opening/closing/maintenance, conduct research, and solve problems with limited oversight.  You will be the difference maker for the advisors you support.

The role is designed to create a foundation in the various specialties within the private bank and to prepare you to ultimately move into an officer role.  It’s a challenging and demanding role.  Along with learning the ins and outs of the business, you are supporting a large group of people and managing different priorities.

This role will help you define your career track and take it to the next level; your patience will pay off.

Team Culture

Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization.  Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success.          

How You'll Spend Your Time

  • You’ll partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
  • You’ll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
  • You’ll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments. 

We'd Like to Talk to You

SECURITY, INVESTMENTS & LENDING: You have working knowledge of fiduciary practices, with basic knowledge of Personal Trust.  You have basic understanding of lending practices and policies, loan documentation requirements and regulation. You have 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.

COMMUNICATION: You are an excellent writer and speaker with the ability to build relationships with clients and coworkers.  

PROBLEM SOLVER: You are able to track and solve complex problems in a variety of situations and function effectively in rapidly changing or uncertain conditions.

Education & Experience Requirements

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

Preferred: Master’s Degree or Juris Doctorate

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.

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 for us.


  • Empowered employees
  • Award-winning culture
  • Community commitment



Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998



Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Strategic Planning, Project Manager, Finance, Strategy, Technology

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