Partnership Management, Senior Advisor - Dallas, TX, United States - BOK Financial

Description

Areas of Interest:
Private Wealth Advisor; Financial Advisor; Investment Management; Relationship Management; Wealth Management

Application Deadline: 04/26/2024

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (


NASDAQ:

based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.

Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA).

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader.

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.

BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions and/or our broker dealer options.

We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients.

The Advisor is responsible for managing client relationships, including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long-term financial goals.

Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each client's individual needs.

Advisors monitor client activity and provide input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives.

The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.

It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

We are here to serve others and help our clients be successful. We give praise, recognize quality work, and pursue excellence.

You will develop and expand client relationships while also servicing internally referred bank clients.

You will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your client's needs.

You will help manage and monitor client portfolios
You will represent BOKF to ensure compliance, legal and regulatory requirements.

This level of knowledge is normally acquired through completion of a bachelors and - 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and - 5 years of equivalent work experience.

Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.
Office - Occasional Travel

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career

The companies in BOK Financial Corporation Group are equal opportunity employers.

We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment 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.