Wealth Management Advisor

2 weeks ago


Scottsdale, Arizona, United States BOK Financial Full time
Job Title: Private Wealth Advisor

Join BOK Financial as a Private Wealth Advisor and take advantage of our unique opportunity to serve high net worth individuals, families, and businesses. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with clients, providing financial planning and investment advice, and identifying business opportunities through existing clients and professional networks.

Key Responsibilities:
  • Develop and expand client relationships through financial planning, investment advice, and business development.
  • Provide concierge-style customer service to clients, anticipating their needs and delivering tailored solutions.
  • Collaborate with internal teams to deliver best-in-class financial solutions to clients.
  • Identify and develop business opportunities through existing clients, professional networks, and internal referrals.
  • Stay up-to-date with industry trends and regulatory requirements to provide expert advice to clients.
Requirements:
  • Bachelor's degree and 5-7 years of experience in investment advisory or a related field.
  • Professional certifications such as CFA, CFP, or JD preferred.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Knowledge of Microsoft Office and portfolio accounting systems.
About BOK Financial:

BOK Financial is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of employees. We are committed to providing equal employment opportunities and a diverse and inclusive work environment.

Apply today and take the first step towards your next career opportunity



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