Financial Advisor
Houston, 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 ...
60 Bok Financial Private Client Advisor Jobs Hiring Near You
Financial Advisor
Houston, 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 ...
Client Service Associate
Denver, CO · On-site
$65K - $75K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors in delivering exceptional Private Wealth service. This role supports banking, trust, and ...
Client Service Associate
Denver, CO · On-site
$65K - $75K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors in delivering exceptional Private Wealth service. This role supports banking, trust, and ...
Senior Client Services Representative
Addison, TX · On-site
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
Senior Client Services Representative
Addison, TX · On-site
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
Senior Client Services Representative
Denver, CO · On-site
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
Senior Client Services Representative
Denver, CO · On-site
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
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 ...
Client Service Associate
Denver, CO · On-site
$65K - $75K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors in delivering exceptional Private Wealth service. This role supports banking, trust, and ...
Client Service Associate
Denver, CO · On-site
$65K - $75K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Advisors in delivering exceptional Private Wealth service. This role supports banking, trust, and ...
Client Service Associate
Tulsa, OK · On-site
$12.75 - $17.50/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
$12.75 - $17.50/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 ...
Private Wealth Banker
Austin, TX · On-site
Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Private Wealth Banker
Austin, TX · On-site
Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Private Wealth Banker
Tulsa, OK · On-site
Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Private Wealth Banker
Tulsa, OK · On-site
Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Private Wealth Banker
Austin, TX · On-site
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Private Wealth Banker
Austin, TX · On-site
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Senior Client Services Representative
Addison, TX · On-site
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
Senior Client Services Representative
Addison, TX · On-site
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
Private Wealth Banker
Tulsa, OK · On-site
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Private Wealth Banker
Tulsa, OK · On-site
Bank of Texas and BOK Financial ® . Bonus Type Formula Based Summary Acting as a trusted advisor ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...
Senior Client Services Representative
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
Senior Client Services Representative
$70K - $85K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will provide advanced advisor support, recommend process improvements, and contribute to ...
Client Service Specialist
Plano, TX · On-site
$16.25 - $21.75/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will maintain strong knowledge of each advisor's client base to deliver consistent, high ...
Client Service Specialist
Plano, TX · On-site
$16.25 - $21.75/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will maintain strong knowledge of each advisor's client base to deliver consistent, high ...
Client Service Specialist
$16.25 - $21.50/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will maintain strong knowledge of each advisor's client base to deliver consistent, high ...
Client Service Specialist
$16.25 - $21.50/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will maintain strong knowledge of each advisor's client base to deliver consistent, high ...
Client Service Specialist
$16.25 - $21.75/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will maintain strong knowledge of each advisor's client base to deliver consistent, high ...
Client Service Specialist
$16.25 - $21.75/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will maintain strong knowledge of each advisor's client base to deliver consistent, high ...
Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ ... Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right ...
Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ ... Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right ...
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and ...
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and ...
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Job description
Req ID: 77643
Location: Houston -HOUS, Woodlands -WDLND
Areas of Interest: Financial Advisor; Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 12/31/2026
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
This position typically pays a salary/draw against commission.
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great career!
Job Description
The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice. In addition, the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities.
Required Licensing: SIE, Series 7 & 66
Team Culture
There is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. We've created a safe space for the team to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.
Our philosophy is built around three simple truths to ensure we always do the best for clients. 1) Relationships begin with knowledge. 2) Process - not products - leads to objective advice. 3) Proactive oversight and communication produce results.
Success is adding the right people to the team, having confidence in their abilities, providing them the best tools, and helping them achieve their goals and dreams. You can maximize your potential with us.
How You'll Spend Your Time
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
Working Conditions & Physical Requirements
Office
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.
Location: Houston -HOUS, Woodlands -WDLND
Areas of Interest: Financial Advisor; Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 12/31/2026
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
This position typically pays a salary/draw against commission.
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great career!
Job Description
The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice. In addition, the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities.
Required Licensing: SIE, Series 7 & 66
Team Culture
There is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. We've created a safe space for the team to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.
Our philosophy is built around three simple truths to ensure we always do the best for clients. 1) Relationships begin with knowledge. 2) Process - not products - leads to objective advice. 3) Proactive oversight and communication produce results.
Success is adding the right people to the team, having confidence in their abilities, providing them the best tools, and helping them achieve their goals and dreams. You can maximize your potential with us.
How You'll Spend Your Time
- You will meet with clients to understand their financial goals and objectives.
- You will prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.
- You'll maintain an up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential.
- You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
Working Conditions & Physical Requirements
Office
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.