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Experienced Private Wealth Advisor

2 months ago

Dallas, Texas, United States BOK Financial Full time
Position Overview

We are seeking an Experienced Private Wealth Advisor to contribute to the success of BOK Financial Corporation Group.

Key Responsibilities
  • Manage a diverse portfolio of client relationships.
  • Develop customized financial solutions to improve profitability and enhance client satisfaction.
  • Formulate strategic plans and assess financial transactions.
  • Identify and pursue new business opportunities.
Qualifications

The ideal candidate will possess:

  • A Bachelor's Degree in Finance or a related discipline.
  • 5-7 years of relevant experience in credit or banking.
  • Strong communication abilities and expertise in financial analysis.
  • A solid understanding of lending practices.

At BOK Financial Corporation Group, we value expertise and dedication, and we look forward to welcoming a new member who shares our commitment to excellence.