Financial Planning Counselor - Austin, TX, United States - BOK Financial

Description

Location:
Austin -AUS, Dallas -DAL, Grapevine -GRPV, Houston -HOUS, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND

Areas of Interest:
Finance; Financial Advisor

Application Deadline: 02/29/2024

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.

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, trusts, family companies and similar entities with BOK Financial Wealth, Inc.

(The Advisor assists in determining appropriate investment strategies and investment allocations of client portfolios.

Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role.

Specifically, 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.

Advisor monitors client activity and provides 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.

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 help manage and monitor client portfolios
You will meet with clients and prospects to educate them on BOKF's investment approach and philosophy.
You will represent BOKF to ensure compliance, legal and regulatory requirements.

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

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.