Private Wealth Advisor

Date: Dec 24, 2017

Location: Denver, CO, US

Req ID: 33861 

Areas of Interest: Wealth Management 

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 Milestone Group was founded in 1996 and acquired by BOKF in 2012 with an innovative vision to provide advanced institutional investment management methods and highly personalized financial advice to high-net-worth families and individuals. Our boutique size and structure is deliberate and, we believe, optimal - not so large that we employ boilerplate solutions, or so small that only one or two individuals are making the critical decisions that drive your investment performance. We employ a diverse team of highly credentialed and experienced advisors, analysts, client service representatives, portfolio accountants, and business managers. Together, we collaborate to develop innovative solutions, aspiring to deliver customer care beyond the expectations of the clients we serve. We endeavor to establish relationships where personal attention, trust, loyalty, candor, and friendship can flourish. The Milestone Group's philosophies and principles of discipline, diligence, excellence, and loyalty to our clients have attracted a growing client base that exceeds $2 billion in assets under management. The Milestone Group is a Registered Investment Advisory firm registered with the SEC and as such will always act as a fiduciary in our client’s best interests.

 

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, pension plans, profit sharing plans and similar entities. The Advisor meets with existing and prospective clients to educate them on Milestone’s investment approach and philosophy, and to discuss their accounts and financial planning needs. They assist in determining and implementing appropriate investment strategies, investment allocations, and investment instruments directly influencing the design and ongoing structure of client portfolios. Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Develops, maintains, and expands client relationships. Helps manage and monitor client portfolios; performs investment analysis and financial planning as necessary to ensure client assets are managed consistent with their investment objectives.
  2. Meets with clients and prospects to educate them on Milestone’s investment approach and philosophy. Conducts client analysis to determine goals, needs and investment objectives. Makes recommendations on complex managed accounts to fulfill client objectives.
  3. Assists in determining appropriate investment strategies, investment allocations, and investment instruments directly influencing the design and ongoing structure of client portfolios.
  4. Professionally represents Milestone to ensure compliance with its regulatory, legal and fiduciary requirements. Conducts business within the guidelines established by regulatory agencies and internal policies, including: attending investment management committee meetings; completing firm-required training sessions; complying with marketing requirements, and notifying the chief compliance officer of any client complaint or regulatory inquiry.
  5. Assists in determining appropriate business, marketing and business development strategies.
  6. Performs other leadership functions and duties from time to time consistent with the role of a wealth advisor.


KNOWLEDGE, SKILLS and ABILITIES:
  • Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.
  • Highly professional appearance representative of executive management.
  • Exceptional verbal and written communication skills.
  • Very high attention to detail.
  • Highly organized individual with the ability to work in a fast-paced, team environment.
  • Self-directed and self-motivated individual.
  • Intermediate to advanced knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.
This level of knowledge is normally acquired through completion of a bachelors and an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc), and 5+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships.

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. 

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