- 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 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.
- Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.
- Highly professional appearance.
- Excellent verbal and written communication skills.
- Highly organized individual with the ability to work in a fast-paced, team environment.
- Self-directed and self-motivated individual.
- Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.
- May carry FINRA licensure.
- "If this candidate will represent the RIA, they must be licensed."
-
Associate Wealth Advisor
1 week ago
Beacon Pointe Plano, United StatesWe are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This ...
-
Private Wealth Advisor
1 week ago
BOK Financial Plano, United StatesReq ID:74506 · Location: Plano -PLAN · Areas of Interest: Private Wealth Advisor; Wealth Management · Pay Transparency Salary Range: Not Available · Application Deadline: 05/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a t ...
-
Private Wealth Advisor
19 hours ago
BOK Financial Plano, United StatesSelect how often (in days) to receive an alert: · If you encounter any issues while trying to apply for a position, please email us at · Areas of Interest: · Private Wealth Advisor; Wealth Management · Pay Transparency Salary Range: · Not Available · BOK Financial, · Headquar ...
-
Financial Advisor Wealth Manager
6 days ago
LINCOLN WEALTH Plano, United StatesJob Description · Job DescriptionFast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. · Series 65 or 66 license is a must. · Fantastic Marketing campaigns produce unlimited ap ...
-
Wealth Advisor
1 week ago
RWA Wealth Partners LLC Southlake, United StatesJob Description · Job Description · Organization · RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ...
-
Wealth Advisor
1 week ago
Hanover Dallas, United StatesOur client is one of the largest investment managers in the country and is building out its wealth management arm. · They are looking to bring in an experienced Wealth Advisor to their Dallas team. · The ideal candidate will be a true business developer and have a proven track ...
-
Wealth Advisor
3 days ago
Hanover Dallas, United StatesOur client is one of the largest investment managers in the country and is building out its wealth management arm. · They are looking to bring in an experienced Wealth Advisor to their Dallas team. · The ideal candidate will be a true business developer and have a proven track r ...
-
Wealth Advisor
1 week ago
The Judson Group Dallas, United StatesReference Number: MH7043 · Location: Dallas, Texas · Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a · Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment manageme ...
-
Wealth Advisor
1 day ago
RWA Wealth Partners LLC Southlake, United StatesJob Description · Job DescriptionOrganizationRWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, esp ...
-
Wealth Advisor
1 week ago
Windward Recruiting Dallas, United StatesThe · Wealth Manager · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Manager role has responsibility for managing existing client relationships ...
-
Wealth Management Financial Advisor
1 week ago
American National Bank of Texas Allen, United StatesThe Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards · long-term financial goals. Other responsibilities include: · Meeting with clients to discuss their financial goals and current fi ...
-
Wealth Management Advisor
2 days ago
Claire Myers Consulting Frisco, United StatesOur client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. They understand the unique financial needs and challenges faced by those who dedicate their lives to serving and protecting communities. Their m ...
-
Wealth Management Advisor
1 week ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while n ...
-
Wealth Management Advisor
1 week ago
Claire Myers Consulting Frisco, United StatesOur client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. They understand the unique financial needs and challenges faced by those who dedicate their lives to serving and protecting communities. Their m ...
-
Wealth Management Advisor
1 week ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while n ...
-
Wealth Management Advisor
1 week ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while n ...
-
Wealth Management Advisor
1 week ago
Claire Myers Consulting Frisco, United StatesOur client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. They understand the unique financial needs and challenges faced by those who dedicate their lives to serving and protecting communities. Their m ...
-
Wealth Management Advisor
1 week ago
Richard, Wayne & Roberts Dallas, United StatesWealth Management Advisor · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve ...
-
Senior Wealth Advisor
1 week ago
Weaver Dallas, United StatesWeaver 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 help high net worth a ...
-
Wealth Management Advisor
1 week ago
RWR Enterprises Inc. Dallas, United StatesWealth Management Advisor · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve ...
Private Wealth Advisor - Plano, United States - BOK Financial
Description
Req ID: 74506Location: Plano -PLAN
Areas of Interest: Private Wealth Advisor; Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 05/31/2024
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Formula Based
Summary
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. 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, 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.
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
This level of knowledge is normally acquired through completion of a bachelors and 5 - 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience.
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
Apply today and take the first step towards your next career opportunity
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.
Please contact with any questions.
Private Wealth Advisor professionals in Plano
-
Nizar Qubbaj
Risk Advisor Enterprise Operational Risk Mngt.