Wealth Management Advisor

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...

Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...

Job OverviewPosition: Junior Wealth Management AdvisorAs a Junior Wealth Management Advisor, you will work closely with experienced wealth management professionals to provide tailored financial solutions to affluent clients. Your responsibilities will include assisting in client relationship development, conducting portfolio assessments, and engaging in...

About the RoleWeaver, a leading national accounting, advisory, and consulting firm, is seeking a highly skilled Senior Wealth Advisor to join our growing Capital Advisory team. As a Senior Wealth Advisor, you will play a critical role in developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families,...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family...

Bonus Type Formula Based. Summary 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 Wealth Advisor, Advisor, Wealth, Private, Client Relations, Financial Planning, Banking

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family...

About the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at BOK Financial. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, trusts, and similar entities.Key ResponsibilitiesDevelop and expand client relationships through...

Summary 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...

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives...

Req ID: 75363 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Finance; Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 01/01/2025 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF)...

Req ID: 70281 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Finance; Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 02/29/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top...

Job OverviewPosition: Private BankerRole Summary: The Private Banker is tasked with delivering bespoke financial and investment services tailored to affluent individuals and families. This position entails overseeing client portfolios, presenting customized financial solutions, and fostering robust, enduring relationships. The ideal candidate will possess...

Job DescriptionJob DescriptionJob Title: Director of Wealth ManagementJob Summary: The Director of Wealth Management is responsible for overseeing and managing the organization's wealth management services, including developing strategies for investment, financial planning, and client relationship management. This role involves guiding a team of wealth...

Position Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing relationships with affluent individuals, families, trusts, and similar entities within BOK Financial Wealth, Inc. (BOKF). This position involves assisting clients in identifying suitable investment strategies and optimizing their portfolio...

Your Role As a key member of our Wealth Advisory team, the Wealth Consultant Partner plays a vital role in delivering personalized service and ongoing support tailored to the wealth management needs of ultra-high-net-worth clients. Collaborating closely with the Wealth Advisor, you will provide outstanding service, foster and enhance client relationships,...

Position Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing connections with affluent individuals, families, trusts, and similar entities associated with BOK Financial Wealth, Inc. (BOKF). This position involves advising clients on suitable investment strategies and portfolio allocations, ensuring alignment...

Job DescriptionPosition Title: Wealth Management AdvisorOverview:As a Wealth Management Advisor, you will play a crucial role in assisting affluent clients with the management and enhancement of their financial assets. Your expertise will be instrumental in crafting tailored financial strategies, suggesting investment avenues, and providing continuous...

Position Overview:The Private Wealth Advisor plays a pivotal role in cultivating, nurturing, and enhancing relationships with affluent individuals, families, trusts, and similar entities associated with BOK Financial Wealth, Inc. (BOKF). This role involves guiding clients in identifying suitable investment strategies and portfolio allocations tailored to...

Financial Advisor at Fidelity InvestmentsIf you are dedicated to enhancing clients' financial well-being, this position is ideal for you. Join a team at Fidelity Investments, a distinguished leader in the financial services sector, where the emphasis is on cultivating significant relationships with clients rather than mere transactions. As a Financial...