Private Wealth Advisor

Private Wealth Advisor

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. 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.

Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.

How you'll spend your time :

• Build, maintain, and expand strong client relationships through consistent engagement and support.
• Help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives.
• Meet with clients and prospects to educate them on BOKF's investment philosophy and approach.
• Conduct client analysis to determine financial goals and recommend managed account solutions.
• Represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.
• Develop and implement marketing and business development strategies tailored to your strengths.

Education & Experience Requirements :

This level of knowledge is normally acquired through completion of a bachelor's 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. 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.