Jobs
>
Plano

    Private Wealth Advisor - Plano, United States - BOK Financial

    BOK Financial
    BOK Financial Plano, United States

    2 weeks ago

    Default job background
    Description
    Select 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,

    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

    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.
    Education & Experience Requirements


    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 - 5 years of equivalent work experience.

    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."
    Working Conditions & Physical Requirements

    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.

    Investing in our talent and building a great workplace is a top priority for us.
    For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities.

    Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.


    Facts:
    Operations focused in an eight-state footprint
    4,800 team members
    $49 billion in assets
    $100 billion in assets under management and administration
    $6.1 million donated to local nonprofits in 2022
    33,000+ volunteer hours by our employees in 2022


    Nearest Major Market:
    Plano

    Nearest Secondary Market:
    Dallas

    Job Segment:
    Bank, Banking, CFA, CPA, Accounting, Finance

    #J-18808-Ljbffr
  • BOK Financial

    Private Wealth Advisor

    1 week ago

    BOK Financial Plano, United States

    Req 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 ...

  • Sunflower Bank, N.A.

    Wealth Management Advisor

    1 week ago

    Sunflower Bank, N.A. Plano, 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 Plano, Tx. Sunflower Bank N. A. is seeking a seasoned Wealth Mana Management, Wealth, Advisor, ...

  • Beacon Pointe

    Associate Wealth Advisor

    3 weeks ago

    Beacon Pointe Plano, United States

    We 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 ...

  • Sunflower Bank, N.A.

    Wealth Management Advisor

    1 week ago

    Sunflower Bank, N.A. Plano, 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 Plano, Tx · Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for ...

  • BOK Financial

    Private Wealth Advisor

    2 weeks ago

    BOK Financial Plano, United States

    Req 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) ...

  • BOK Financial

    Private Wealth Advisor

    3 weeks ago

    BOK Financial Plano, United States

    Req 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 ...

  • Beacon Pointe

    Associate Wealth Advisor

    1 week ago

    Beacon Pointe Plano, United States

    We 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 ...

  • LINCOLN WEALTH

    Financial Advisor Wealth Manager

    2 weeks ago

    LINCOLN WEALTH Plano, United States

    Job 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 ...

  • UBS

    Wealth Advice Center Financial Advisor

    1 week ago

    UBS Plano, United States

    Your role · Do you take pride in helping people and delivering an exceptional client experience? Do you have experience as a licensed financial advisor with a track record of success? We're looking for someone like you, who can provide advice and guidance to our existing Wealth ...

  • RWA Wealth Partners LLC

    Wealth Advisor

    3 weeks ago

    RWA Wealth Partners LLC Southlake, United States

    Job 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 ...

  • Hanover

    Wealth Advisor

    3 weeks ago

    Hanover Dallas, United States

    Our 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 ...

  • Hanover

    Wealth Advisor

    2 weeks ago

    Hanover Dallas, United States

    Our 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 ...

  • RWA Wealth Partners LLC

    Wealth Advisor

    1 week ago

    RWA Wealth Partners LLC Southlake, United States

    Job 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 ...

  • The Judson Group

    Wealth Advisor

    3 weeks ago

    The Judson Group Dallas, United States

    Reference 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 ...

  • The Judson Group

    Wealth Advisor

    1 week ago

    The Judson Group Dallas, United States

    Reference Number: MH7043Location: Dallas, TexasJudson 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 management for ...

  • Windward Recruiting

    Wealth Advisor

    3 weeks ago

    Windward Recruiting Dallas, United States

    The · 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 ...

  • American National Bank of Texas

    Wealth Management Financial Advisor

    1 week ago

    American National Bank of Texas Allen, United States

    The 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 f ...

  • American National Bank of Texas

    Wealth Management Financial Advisor

    3 weeks ago

    American National Bank of Texas Allen, United States

    The 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 ...

  • Claire Myers Consulting

    Wealth Management Advisor

    2 weeks ago

    Claire Myers Consulting Frisco, United States

    Our 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 ...

  • Claire Myers Consulting

    Wealth Management Advisor

    3 weeks ago

    Claire Myers Consulting Frisco, United States

    Our 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 ...