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BOK Financial · 8 hours ago

Private Wealth Advisor

Austin, TX

Full-time

Onsite

Senior Level

5+ years exp

BOK Financial is a stable and financially strong organization dedicated to serving communities through personalized financial solutions. The Private Wealth Advisor is responsible for developing and maintaining relationships with high net worth clients, managing their portfolios, and providing tailored investment strategies.

BankingCredit CardsFinancial Services

Hiring Manager

Megan Douat

Responsibilities

You will build, maintain, and expand strong client relationships through consistent engagement and support

You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives

You will meet with clients and prospects to educate them on BOKF’s investment philosophy and approach

You will conduct client analysis to determine financial goals and recommend managed account solutions

You will represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies

You will develop and implement marketing and business development strategies tailored to your strengths

Qualification

Investment strategyPortfolio designFinancial planningCFACFPMicrosoft OfficeHighly organizedSelf-directedCommunication

Required

Completion of a bachelor's degree 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