BOK Financial · 1 day ago
Private Wealth Advisor
Phoenix, AZ
Full-time
Onsite
Senior Level
5+ years expBOK Financial Corporation is a trusted industry leader in financial services, and they are seeking a Private Wealth Advisor to develop and maintain relationships with high net worth clients. The role involves providing personalized financial planning and investment strategies while collaborating across various business lines to achieve clients' 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
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
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
Company data provided by crunchbase