Wealth Advisor

Bonus Type

Summary

Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA).   A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines. 

Job Description

The Wealth Advisor is responsible for maintaining and expanding relationships with high-net-worth individuals, families, trusts, family companies and similar entities with BOK Financial Wealth, Inc. (BOKF).  When appropriate this role will work with Senior PWA to determine appropriate investment strategies and investment allocations of client portfolios.  Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role. 

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time

• You will develop and expand client relationships while also servicing internally referred bank clients.
• You will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your client's needs.
• You will help manage and monitor client portfolios
• You will meet with clients and prospects to educate them on BOKF’s investment approach and philosophy.
• You will develop marketing and new business development strategies to meet personal goals.
• You will represent BOKF to ensure compliance, legal and regulatory requirements.

Education & Experience Requirements

This level of knowledge is normally acquired through a bachelor’s degree along with 5-10 years of experience or professional certification; or 10+ years of equivalent work-related experience.

FINRA series 7 or 66 or 65 required.

• Experienced in an investment advisory firm environment with proficient background in investment strategy, portfolio design and modern portfolio theory.
• Exceptional understanding of client service procedures and client relationships.
• Exceptional time management, multi-tasking, and follow up skills.
• Extensive experience working with custodians and contra firms.
• Intermediate knowledge of investment products and the financial service industry.
• Exceptional verbal and written communication skills.
• Extraordinary attention to detail.
• Advanced experience with portfolio accounting systems CRMs and AI.
• Self-directed and self-motivated individual with the ability to provide leadership in a team environment.
• Intermediate to advanced knowledge of Microsoft Office Suite and CRM software applications.