Private Wealth Advisor
3 weeks ago
Job Description:
The Private Wealth Advisor is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth individuals, families, and businesses. This position requires a strong understanding of investment strategy, portfolio design, and modern portfolio theory.
Key Responsibilities:
- Manage client relationships, including ongoing financial planning, education, and coaching to achieve long-term financial goals.
- Monitor client activity and provide input to investment analysts to achieve portfolio and asset allocation objectives.
- Identify and develop business opportunities through existing clients, professional referral sources, and networking within the community.
Requirements:
- 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, and highly organized individual with the ability to work in a fast-paced team environment.
- Self-directed and self-motivated individual with good knowledge of Microsoft Office and experience with portfolio accounting systems, CRMs, and trade rebalancing software.
About BOK Financial:
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees. With a strong work ethic and commitment to doing the right thing, our team culture inspires our entrepreneurial spirit and empowers us to act as trusted advisors for our clients and communities.
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