Private Wealth Advisor

5-7 yrs required

Full-time

No

Private Wealth Advisor
The candidate provides value by being apprised of and anticipating the client’s needs and delivering concierge-style customer service; assists in determining appropriate investment strategies and investment allocations of client portfolios. Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role. Specifically, 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. Monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client’s investment objectives. Identifies and develops business opportunities through existing clients, professional referral sources, and networking within the community; will develop and expand client relationships; will help manage and monitor client portfolios; will meet with clients and prospects to educate them on BOKF’s investment approach and philosophy; will develop marketing and new business development strategies to meet personal goals; will represent BOKF to ensure compliance, and legal and regulatory requirements. Should have knowledge is normally acquired through the completion of a bachelor's and an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 5-7 years of equivalent work experience.

Req ID: 70281 

Legal