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Private Wealth Advisor: ‑Net‑Worth Portfolios
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-03
Listing for:
BOK Financial
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
BOK Financial in Austin is seeking a Private Wealth Advisor responsible for developing and expanding relationships with high-net-worth clients. The role emphasizes financial planning, portfolio management, and identifying business opportunities.
Ideal candidates will have 5 - 7 years of experience in investment advisory and excellent communication skills. A bachelor's degree plus professional certifications are preferred. The position offers a collaborative and supportive team culture.
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