Private Wealth Advisor
BOK FinancialMesa, Arizona, United States • Phoenix, Arizona, United States • Scottsdale, Arizona, United States
Posted June 16, 2025
Full Time
About the Company
BOK Financial provides regional financial services, including banking, brokerage, and asset management solutions.
Job Description
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 BOK 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).
Requirements
- Bachelor's degree or advanced post-graduate degree and/or professional certification
- 5-7 years of experience or 3-5 years of equivalent work experience
- Experience in an investment advisory firm environment
- Significant background in investment strategy, portfolio design and modern portfolio theory
- FINRA licensure
Benefits
- Industry-leading benefits addressing your complete physical, financial and emotional health
- Excellent training and development
- Award-winning culture
- Community commitment
