Wealth Management Advisor

1 week ago

Denver, Colorado, United States BOK Financial Full time
Job Title: Private Wealth Advisor

Join BOK Financial Corporation Group, a stable and financially strong organization, as a Private Wealth Advisor. As a trusted advisor, you will provide personalized financial planning and investment advice to high net worth individuals, families, and businesses.

About the Role:

The Private Wealth Advisor is responsible for developing and maintaining relationships with clients, providing ongoing financial planning, education, and coaching to achieve their long-term financial goals. You will work closely with clients to understand their financial objectives, risk tolerance, and investment preferences, and develop tailored investment strategies to meet their needs.

Key Responsibilities:
  • Develop and expand client relationships through exceptional customer service and personalized financial planning.
  • Provide ongoing financial planning, education, and coaching to clients to achieve their long-term financial goals.
  • Work closely with clients to understand their financial objectives, risk tolerance, and investment preferences.
  • Develop tailored investment strategies to meet client needs, utilizing BOK Financial's RIA, bank, and/or broker dealer solutions.
  • Monitor client portfolios and provide input to investment analysts to achieve client investment objectives.
  • Identify and develop business opportunities through existing clients, professional referral sources, and networking within the community.
Requirements:

To be successful in this role, you will need:

  • A bachelor's degree and 5-7 years of experience in an investment advisory firm environment, or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.) and 3-5 years of equivalent work experience.
  • Significant background in investment strategy, portfolio design, and modern portfolio theory.
  • 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 and experience with portfolio accounting systems, CRMs, and trade rebalancing software.
  • FINRA licensure is a plus.
What We Offer:

BOK Financial Corporation Group provides excellent training and development opportunities to support building long-term careers. With a strong work ethic and a 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.

We are an equal opportunity employer and are committed to providing equal employment opportunities 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.

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