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BOK Financial · 5 hours ago

Private Wealth Advisor

Phoenix, AZ

Full-time

Onsite

Senior Level

5+ years exp

BOK Financial Corporation is a stable and financially strong organization dedicated to providing excellent training and development for its employees. The Private Wealth Advisor is responsible for developing and maintaining relationships with high net worth clients, delivering concierge-style customer service, and managing client portfolios to achieve their long-term financial goals.

BankingCredit CardsFinancial Services

Hiring Manager

Megan Douat

Responsibilities

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

Qualification

Investment strategyPortfolio designFinancial planningFINRA licensureMicrosoft OfficeHighly organizedCommunicationTeam-orientedSelf-motivated

Required

Completion of a bachelor's degree and 5 – 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.) and 3 - 5 years of equivalent work experience

Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory

Highly professional appearance

Excellent verbal and written communication skills

Highly organized individual with the ability to work in a fast-paced, team environment

Self-directed and self-motivated individual

Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software

May carry FINRA licensure

If this candidate will represent the RIA, they must be licensed