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Wealth Design Group Jobs (NOW HIRING)

BOK Financial

Private Wealth Advisor

Austin, TX · On-site

Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF, NA ... design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and ...

BOK Financial

Private Wealth Advisor

Austin, TX · On-site

Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF, NA ... design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and ...

Titan

Wealth Advisor, VP

New York, NY · On-site

$150K - $200K/yr

We're a small team by design. Every hire is precise, every role carries real weight, and your ... We're a high-touch, high-tempo group that works side by side. You'll see our founders working in ...

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Wealth Design Group information

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How much do wealth design group jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth design group in the United States is $27.99, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $31.73 per hour, depending on experience, location, and employer.

What is the difference between Wealth Design Group vs Financial Advisor?

AspectWealth Design GroupFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentCollaborative, client-focused financial planning firmsBanking, independent firms, or financial institutions
Industry UsageUsed in wealth management and comprehensive financial planningUsed broadly in investment advice and financial services
Common Search/ComparisonWealth Design Group vs Financial Advisor

Wealth Design Group and Financial Advisor roles often overlap in providing financial planning and investment advice. However, Wealth Design Group typically emphasizes comprehensive wealth management with a focus on personalized strategies, while Financial Advisors may have a broader or more transactional role. Both require relevant certifications and work in similar environments, but their specific services and client engagement levels can differ.

What does a financial advisor at Wealth Design Group do?

As a financial advisor at Wealth Design Group, your daily tasks typically include meeting with clients to assess their financial goals, developing tailored financial plans, and recommending investment strategies. You’ll collaborate closely with other advisors and support staff to ensure clients receive comprehensive service. Staying informed about market trends and regulatory changes is essential, as is maintaining strong client relationships through regular communication. Advisors also spend time prospecting for new clients and participating in ongoing professional development to advance their careers.

What are the key skills and qualifications needed to thrive as a financial advisor at Wealth Design Group?

To thrive as a Financial Advisor at Wealth Design Group, you need strong financial planning knowledge, analytical skills, and typically a bachelor's degree in finance or related field, along with relevant licenses such as FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and investment analysis tools is essential. Exceptional interpersonal skills, trustworthiness, and effective communication set top advisors apart in building client relationships. These skills are crucial for providing sound financial guidance, maintaining compliance, and fostering long-term client trust and satisfaction.

What is Wealth Design Group?

Wealth Design Group is a financial services firm that offers personalized financial planning and wealth management solutions to individuals, families, and businesses. Their team of advisors helps clients develop strategies for retirement, investment, estate planning, insurance, and other financial goals. Wealth Design Group typically works closely with clients to understand their unique needs and create tailored financial plans that support long-term financial security and growth.
More about Wealth Design Group jobs
What states have the most Wealth Design Group jobs? States with the most job openings for Wealth Design Group jobs include:
What job categories do people searching Wealth Design Group jobs look for? The top searched job categories for Wealth Design Group jobs are:
Wealth Design Group jobs near you
Infographic showing various Wealth Design Group job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $58,220 per year, or $28 per hour.

Private Wealth Advisor

BOK Financial

Austin, TX • On-site

Full-time

Re-posted 4 days ago

Job description

Req ID: 77074
Location: Austin -AUS
Areas of Interest: Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 10/31/2025
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Formula Based
Summary
This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke solutions through a comprehensive, client-centric approach. They provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth.
Job Description
The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. 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. Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community.
Team Culture
Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.
How You'll Spend Your Time
  • 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.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a bachelors 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.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.

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