Jobs
>
Austin

    Private Wealth Advisor - Austin, United States - Bank of Texas

    Bank of Texas
    Bank of Texas Austin, United States

    1 week ago

    Default job background
    Description

    Summary

    A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

    You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines.

    Job Description

    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. (BOKF). 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.

    Team Culture

    Our team culture inspires our entrepreneurial spirit. 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 have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

    How You'll Spend Your Time

  • You will develop and expand client relationships.
  • 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 develop marketing and new business development strategies to meet personal goals.
  • You will represent BOKF to ensure compliance, legal and regulatory requirements.

    • Education & Experience 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 5 - 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
  • BOK Financial

    Private Wealth Advisor

    2 weeks ago

    BOK Financial Austin, United States

    Req ID: 70281 · Location: Austin -AUS, Dallas -DAL, Grapevine -GRPV, Houston -HOUS, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Finan ...

  • BOK Financial

    Private Wealth Advisor

    2 weeks ago

    BOK Financial Austin, United States

    Req ID: 70281 · Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Finan ...

  • Cresset

    Wealth Advisor

    2 weeks ago

    Cresset Austin, United States

    About Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...

  • Cresset Corporation

    Wealth Advisor

    1 week ago

    Cresset Corporation Austin, United States

    About Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fa ...

  • Cresset Corporation

    Wealth Advisor

    2 weeks ago

    Cresset Corporation Austin, United States

    About Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fa ...

  • Choreo

    Wealth Advisor

    2 weeks ago

    Choreo Austin, United States

    At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and cou ...

  • Choreo

    Wealth Advisor

    1 week ago

    Choreo Austin, United States

    Job Description · Job DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast f ...

  • Judson Group

    Director - Wealth Advisor

    2 weeks ago

    Judson Group Austin, United States

    Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, pr ...

  • Judson Group

    Director - Wealth Advisor

    2 weeks ago

    Judson Group Austin, United States

    Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, prov ...

  • Sunflower Bank, N.A.

    Wealth Management Advisor

    1 week ago

    Sunflower Bank, N.A. Austin, United States

    Sunflower Bank, N. A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. Sunflower Bank N. A. is seeking a seasoned Wealth Man Management, Wealth, Advisor, ...

  • Judson Group

    Director - Wealth Advisor

    1 week ago

    Judson Group Austin, United States

    Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, prov ...

  • Weaver

    Senior Wealth Advisor

    2 weeks ago

    Weaver Austin, United States

    The Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to ...

  • Sunflower Bank, N.A.

    Wealth Management Advisor

    1 week ago

    Sunflower Bank, N.A. Austin, United States

    Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. · Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible f ...

  • BOK Financial

    Private Wealth Advisor

    1 day ago

    BOK Financial Austin, United States

    Req ID:70281 · Location: Austin -AUS, Dallas -DAL, Grapevine -GRPV, Houston -HOUS, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Financ ...

  • BOK Financial

    Private Wealth Advisor

    2 weeks ago

    BOK Financial Austin, United States

    Req ID:70281 · Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Financ ...

  • FORVIS

    Advisor - Wealth Management

    2 weeks ago

    FORVIS Austin, United States

    & Requirements · We are seeking an Associate Financial Advisor in our Austin, TX or San Antonio, TX offices to assist a Lead Financial Advisor in servicing a substantial client base. This is a unique opportunity to be part of a successful advisory practice with excellent potenti ...

  • Guardian Austin

    Associate Financial Planner

    1 week ago

    Guardian Austin Austin, United States

    $50,000+ at plan yearly · **Responsibilities**: · - Serve as a collaborative team player willing to further development through continued training opportunities · - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations ...

  • Bank of America

    Private Client Advisor Ii

    2 weeks ago

    Bank of America Austin, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Bank of America

    Relationship Manager

    1 week ago

    Bank of America Austin, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Durbin Bennett

    Operations Specialist

    2 weeks ago

    Durbin Bennett Austin, United States

    **Job Title**:Operations Specialist** · **Reports To**: Client Operations Manager · - Provide account administration services to clients and their related professionals. · - Provide valuable operations advice and support to Senior Advisors. · - Create trust and deepen client rela ...