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Wealth Advisor

Company: BOK Financial
Location: Plano
Posted on: February 16, 2020

Job Description:


Req ID:52181

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 regulatory issues.

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 list.

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 services
  • 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 applications
  • 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.

    PREFERENCE:
    • 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 opportunity!

      Please contact recruiting_coordinators@bokf.com with any questions.

Keywords: BOK Financial, Dallas , Wealth Advisor, Other , Plano, Texas

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