Wealth Management Consultant
2 weeks ago
Position Overview: The Wealth Management Consultant plays a pivotal role in fostering, nurturing, and enhancing relationships with affluent individuals, families, and family-owned enterprises. This position offers the unique opportunity to operate within a framework that emphasizes diverse service offerings, including Registered Investment Advisor (RIA) solutions, banking services, and broker-dealer options.
Key Responsibilities:
- Develop and strengthen client relationships while servicing bank-referred clients.
- Utilize RIA, banking, and broker-dealer solutions to address client needs effectively.
- Oversee and manage client investment portfolios.
- Engage with clients and prospects to educate them on BOK Financial's investment philosophy and strategies.
- Create marketing initiatives and business development strategies to achieve personal objectives.
- Ensure compliance with legal and regulatory standards while representing BOK Financial.
Team Culture: Our team culture fosters an entrepreneurial spirit, empowering us to act as trusted advisors for our clients and communities. We prioritize integrity, teamwork, and inclusivity, ensuring that every team member is respected and valued.
Qualifications: The ideal candidate will possess a bachelor’s degree and 5-7 years of relevant experience, or an advanced degree with 3-5 years of equivalent experience. Key qualifications include:
- Experience in an investment advisory environment with a strong background in investment strategy and portfolio management.
- Exceptional verbal and written communication skills.
- Highly organized and capable of thriving in a fast-paced, collaborative environment.
- Proficiency in Microsoft Office and familiarity with portfolio management systems.
- Possession of relevant FINRA licenses is preferred.
Working Conditions: This role primarily operates in an office setting with occasional travel requirements.
BOK Financial Corporation Group is committed to fostering a diverse and inclusive workplace, providing equal employment opportunities for all qualified candidates.
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