Private Wealth Advisor
BOK FinancialAustin, Texas, United States
Posted September 12, 2025
Full Time
About the Company
BOK Financial Corporation is a $50 billion regional financial services company headquartered in Tulsa, Oklahoma. The company offers a wide range of services including personal and business banking, wealth management, mortgage origination, investment services, insurance, and trust management across eight states. BOK Financial is known for its commitment to providing comprehensive financial solutions while maintaining a strong focus on customer service and equal employment opportunities.
Job Description
BOK Financial Corporation Group is seeking a Private Wealth Advisor to develop and maintain client relationships, providing comprehensive financial planning and investment guidance. This role focuses on long-term financial goals and success within the firm's collaborative environment. The team emphasizes trust, integrity, and personalized service.
Requirements
- Bachelors degree or advanced degree.
- 5-7 years of experience or equivalent professional certification.
- 3-5 years of work experience in an investment advisory firm.
- Strong communication and organizational skills.
- Knowledge of Microsoft Office and portfolio accounting systems.
- FINRA licensing (may be required).
Benefits
- Industry-leading benefits
- Competitive salary
- Comprehensive health benefits