Private Wealth Advisor
BOK FinancialSan Antonio, Texas, United States
Posted November 17, 2025
Full Time
About the Company
BOK Financial Corporation is a diversified financial services company that serves consumers, small businesses, and international corporations.
Job Description
Private Wealth Advisor develops, maintains, and expands relationships with high net worth individuals, families, trusts, family companies, and similar entities. The Advisor is responsible for managing client relationships, providing financial planning, education, and coaching, and identifying and developing business opportunities.
Requirements
- Bachelor's degree and 5-7 years of experience
- Experience in an investment advisory firm environment
- Significant background in investment strategy, portfolio design, and modern portfolio theory
- FINRA licensure
- 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
Benefits
- 401k Matching
- Retirement Plan
- Generous Paid Time Off
- Tuition Reimbursement
- Relocation Assistance