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Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Private BankerJob Summary:The Private Banker is responsible for managing and growing a portfolio of high-net-worth clients, providing personalized financial services, and offering tailored investment solutions. This role requires building strong relationships with clients, understanding their financial goals, and...
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Private Banker
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Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Private BankerJob Overview: The Private Banker will be responsible for providing personalized financial and investment services to high-net-worth individuals and families. This role involves managing client portfolios, offering tailored financial solutions, and building strong, long-term relationships. The ideal...
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U.S. Private Bank
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Wealth Advisor Associate
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Private Wealth Advisor
3 weeks ago
Austin, United States Bank of Oklahoma Full timeBonus 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
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Private Wealth Advisor
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Austin, United States Bank of Texas Full timeSummary 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...
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Mortgage Banker
4 weeks ago
Austin, United States BOK Financial Full timeReq ID: 75001 Location: Austin -AUS, Dallas -DAL, San Antonio -SANAN Areas of Interest: Mortgage, Loan Origination Pay Transparency Salary Range: Not Available Application Deadline: 07/30/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...
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Private Wealth Advisor
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Austin, United States BOK Financial Full timeReq 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)...
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Private Wealth Advisor
2 months ago
Austin, United States BOK Financial Full timeReq 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...
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Senior Premier Banker
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Senior Wealth Management Consultant
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Senior Wealth Advisor
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Senior Wealth Management Consultant
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Austin, Texas, United States Bank of America Full timePosition Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which reflects our commitment to our clients, employees, communities, and shareholders.Our dedication to creating a diverse and inclusive environment is paramount, as we value individuals from various...
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Director of Wealth Management
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Austin, United States augmentjobs Full timeJob 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...
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Associate Wealth Manager
3 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Associate Wealth Manager Job Summary:As an Associate Wealth Manager, you will collaborate with senior wealth managers to deliver personalized wealth management strategies to high-net-worth clients. Your role involves supporting client relationship management, portfolio analysis, and financial planning to help clients...
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Senior Private Wealth Banker
3 months ago
Req ID: 74034 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Woodlands -WDLND Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available 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 Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. Job Description The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors. How You'll Spend Your Time •You will use your business savvy to identify new prospects and develop new business. •You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy. •You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance. •You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_coordinators@bokf.com with any questions.