Private Wealth Advisor
Austin, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
60 Bok Financial Private Client Advisor Jobs Hiring Near You
Private Wealth Advisor
Austin, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Private Wealth Advisor
Austin, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Private Wealth Advisor
Austin, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Private Wealth Advisor
Austin, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Private Wealth Advisor
Austin, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Private Wealth Advisor
Phoenix, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
Private Wealth Advisor
Phoenix, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
Private Wealth Advisor
Phoenix, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
Private Wealth Advisor
Phoenix, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
Private Wealth Advisor
Phoenix, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
Private Wealth Advisor
Phoenix, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
Wealth Advisor
Wakarusa, KS · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Wealth Advisor
Wakarusa, KS · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Private Wealth Advisor
Mesa, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
Private Wealth Advisor
Mesa, AZ · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors monitor client activity and provide input to the investment analysts responsible for ...
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
IW Senior Account Manager
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Generally incumbent works independently, with direction from Institutional Client Advisor. Team ...
IW Senior Account Manager
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Generally incumbent works independently, with direction from Institutional Client Advisor. Team ...
Wealth Advisor
Wakarusa, KS · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Wealth Advisor
Wakarusa, KS · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisor monitors client activity and provides input to the investment analysts responsible for ...
Financial Advisor
Denver, CO · On-site
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor
Denver, CO · On-site
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
IW Senior Account Manager
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Generally incumbent works independently, with direction from Institutional Client Advisor. Team ...
IW Senior Account Manager
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Generally incumbent works independently, with direction from Institutional Client Advisor. Team ...
Client Service Associate
Tulsa, OK · On-site
$12.50 - $17.25/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors ...
Client Service Associate
Tulsa, OK · On-site
$12.50 - $17.25/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors ...
IW Senior Account Manager
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Generally incumbent works independently, with direction from Institutional Client Advisor. Team ...
IW Senior Account Manager
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Generally incumbent works independently, with direction from Institutional Client Advisor. Team ...
Financial Advisor
Denver, CO · On-site
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor
Denver, CO · On-site
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor
Magnolia, TX · On-site
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
Financial Advisor
Magnolia, TX · On-site
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ...
BOK Financial Jobs Information
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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.