Private Wealth Advisor

4 weeks ago

Plano, United States BOK Financial Full time

Req ID: 74506

Location: Plano -PLAN

Areas of Interest: Private Wealth Advisor; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 05/31/2024

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies..

**Bonus Type**:

- Formula Based**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 Bank of Texas 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.
- The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities. BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions and/or our broker dealer options. We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is responsible for managing client relationships, including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client’s long-term financial goals. Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each client's individual needs. Advisors monitor client activity and provide input to the investment analysts responsible for portfolio and asset allocation to achieve the client’s investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.**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 completion of a bachelors 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.

**Work

  • Private Wealth Banker

    2 weeks ago

    Plano, United States BOK Financial Full time

    Req ID: 74885 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...

  • Private Wealth Banker

    1 week ago

    Plano, United States BOK Financial Full time

    Req ID: 74885 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...

  • Private Wealth Banker

    2 weeks ago

    Plano, United States BOK Financial Full time

    Req ID: 74885 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF,...

  • Wealth Management Advisor

    4 weeks ago

    Plano, United States Sunflower Bank, N.A. Full time

    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 Plano, Tx Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...

  • Wealth Management Advisor

    4 days ago

    Plano, United States The Ladders Full time

    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 Plano, Tx Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...

  • Wealth Management Advisor

    4 weeks ago

    Plano, United States Sunflower Bank NA Full time

    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 Plano, TxSunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...

  • Wealth Management Advisor

    2 weeks ago

    Plano, United States Sunflower Bank NA Full time

    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 Plano, TxSunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...

  • Wealth Management Advisor

    1 week ago

    Plano, United States Sunflower Bank, N.A. Full time

    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 Plano, Tx Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...

  • Wealth Management Advisor

    1 week ago

    Plano, United States Sunflower Bank NA Full time

    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 Plano, TxSunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...

  • Financial Advisor Wealth Manager

    2 months ago

    Plano, United States LINCOLN WEALTH Full time

    Job DescriptionJob DescriptionFast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process.Series 65 or 66 license is a must.Fantastic Marketing campaigns produce unlimited appointments.  Our job is to meet, discover and close clients to assist them from their...

  • Financial Advisor Wealth Manager

    1 week ago

    Plano, United States LINCOLN WEALTH Full time

    Job DescriptionJob DescriptionFast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process.Series 65 or 66 license is a must.Fantastic Marketing campaigns produce unlimited appointments.  Our job is to meet, discover and close clients to assist them from their...

  • UBS Wealth Advice Center Financial Advisor

    3 weeks ago

    Plano, United States UBS Full time

    Your role Do you take pride in helping people and delivering an exceptional client experience? Do you have experience as a licensed financial advisor with a track record of success? We're looking for someone like you, who can provide advice and guidance to our existing Wealth Advice Center clients via our digital hybrid advice model. build and deepen...

  • Workforce Management Capacity Planning Vice President

    1 week ago

    Plano, United States Society of Workforce Planning Professionals LLC Full time

    Workforce Management Capacity Planning Vice President – Multiple Locations – JPM Wealth Management JPMorgan Chase & Co . Is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate...

  • Private Banking Relationship Manager

    1 month ago

    Plano, United States First Horizon Bank Full time

    Location:  On site, Plano, TX Summary Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing...

  • Private Banking Relationship Manager

    2 weeks ago

    Plano, United States First Horizon Bank Full time

    Location:  On site, Plano, TX Summary Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing...

  • Private Banking Relationship Manager

    1 month ago

    Plano, United States First Horizon Bank Full time

    Location:  On site, Plano, TX Summary Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing...

  • Private Banking Relationship Manager

    1 month ago

    Plano, United States First Horizon Bank Full time

    Location:  On site, Plano, TX Summary Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing...

  • J.p. Morgan Wealth Management

    4 days ago

    Plano, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As a Retirement Consultant you will actively engage with both prospective and existing clients through a variety of phone and digital collaboration tools. A Retirement Consultant will be part of a collaborative team environment responsible for maintaining a high level of expertise in the financial retirement space including deep knowledge...

  • Private Banking Relationship Manager

    2 weeks ago

    Plano, United States First Horizon Bank Full time

    Job DescriptionLocation:  On site, Plano, TXSummaryPrivate Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to...

  • Client Service Associate

    3 weeks ago

    Plano, United States Hilltop Holdings Full time

    Job DescriptionHilltopSecurities is looking to hire a Client Service Associate to work in the Plano, Texas office. The Client Service Associate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing. HilltopSecurities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary...