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Wealth Advisor

Plano, TX, US

Req ID: 52181 

Areas of Interest: Private Wealth Advisor 

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 Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals and their associated entities. Actively networks both inside and outside the firm for new client relationships, as well as maintaining and expanding current relationships through exceptional client service. Meets with existing and prospective clients to profile, assess financial service needs and propose solutions, often through the use of financial planning tools. Keeps current on economic and market trends, as well as compliance and regulatory issues.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

1. Develops, maintains, and expands client relationships, often times in conjunction with other advisors or specialists within the firm; identifies and targets external prospective clients; develops referral sources from within the company and current client list.

2. Conducts client profiling process to determine goals & needs. Delivers financial plans, in conjunction with the Financial Planning team, to assist clients in meeting established & documented goals. Reports performance relative to client objectives on a periodic basis.

3. Conducts business within the guidelines established by regulatory agencies and internal policies, including: attending sales meetings; completing firm-required training sessions and continuing education; maintaining appropriate securities licensing in good standing; complies with correspondence, marketing and sales activity rules; notifies supervisory principal immediately of any client complaint or regulatory inquiry.

4. Maintains up-to-date familiarity with current securities markets and client needs while providing all necessary disclosures, such as those pertaining to investment risks & fees.

KNOWLEDGE, SKILLS and ABILITIES:

  • Thorough knowledge of investment-related products and services
  • Thorough knowledge of tax, estate and financial planning principles and concepts
  • Excellent communication skills and ability to prepare and deliver persuasive oral presentations and written reports.
  • Ability to assess specific customer needs, recommend appropriate investment strategies, offer products to meet those needs, and compel customer to act upon those recommendations
  • Proficient PC skills including word processing and spreadsheet applications
  • Sales aptitude/self-motivated/goal oriented

May carry FINRA licensure.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 5-7 years in the securities industry or equivalent work related experience of 10-12 years.

PREFERENCE:

  • Certified Financial Planner certification
  • Certified Private Wealth Advisor designation

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:

  • 5,100 employees
  • 28 Years of financial profitability
  • $43+ billion in assets
  • $5.397 million in charitable contributions in 2018



Nearest Major Market: Plano
Nearest Secondary Market: Dallas

Job Segment: Bank, Banking, Finance