Company: BOK Financial
Posted on: February 16, 2020
Areas of Interest:Private Wealth Advisor
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK
Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based
financial services holding company with operations in ten states -
Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New
Mexico, Nebraska and Wisconsin. The company began more than 100
years ago in Tulsa and has successfully diversified into a variety
of industries, businesses and geographies. .
The Wealth Advisor is primarily responsible for developing,
maintaining, and expanding relationships with high net worth
individuals and their associated entities. Actively networks both
inside and outside the firm for new client relationships, as well
as maintaining and expanding current relationships through
exceptional client service. Meets with existing and prospective
clients to profile, assess financial service needs and propose
solutions, often through the use of financial planning tools. Keeps
current on economic and market trends, as well as compliance and
PRINCIPAL DUTIES AND RESPONSIBILITIES:
1. Develops, maintains, and expands client relationships, often
times in conjunction with other advisors or specialists within the
firm; identifies and targets external prospective clients; develops
referral sources from within the company and current client
2. Conducts client profiling process to determine goals & needs.
Delivers financial plans, in conjunction with the Financial
Planning team, to assist clients in meeting established &
documented goals. Reports performance relative to client objectives
on a periodic basis.
3. Conducts business within the guidelines established by
regulatory agencies and internal policies, including: attending
sales meetings; completing firm-required training sessions and
continuing education; maintaining appropriate securities licensing
in good standing; complies with correspondence, marketing and sales
activity rules; notifies supervisory principal immediately of any
client complaint or regulatory inquiry.
4. Maintains up-to-date familiarity with current securities markets
and client needs while providing all necessary disclosures, such as
those pertaining to investment risks & fees.
KNOWLEDGE, SKILLS and ABILITIES:
- Thorough knowledge of investment-related products and
- Thorough knowledge of tax, estate and financial planning
principles and concepts
- Excellent communication skills and ability to prepare and
deliver persuasive oral presentations and written reports.
- Ability to assess specific customer needs, recommend
appropriate investment strategies, offer products to meet those
needs, and compel customer to act upon those recommendations
- Proficient PC skills including word processing and spreadsheet
- Sales aptitude/self-motivated/goal oriented
May carry FINRA licensure.
This level of knowledge is normally acquired through completion of
a Bachelor's Degree and 5-7 years in the securities industry or
equivalent work related experience of 10-12 years.
- Certified Financial Planner certification
- Certified Private Wealth Advisor designation
BOK Financial is a stable and financially strong organization that
provides excellent training and development to support building the
long term careers of our employees. With passion, skill and
partnership you can make an impact on the success of the bank, our
customers and your own career!
Apply today and take the first step towards your next career
Please contact firstname.lastname@example.org with any
Keywords: BOK Financial, Dallas , Wealth Advisor, Other , Plano, Texas
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