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Wealth Strategy Associate
Job in
Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listed on 2026-06-07
Listing for:
BOK Financial Corporation
Full Time
position Listed on 2026-06-07
Job specializations:
-
Business
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Finance & Banking
Financial Consultant
Job Description & How to Apply Below
BOK Financial Corporation is seeking an Associate Private Wealth Strategist to enhance revenue growth by assisting in prospect analysis and proposal support. You will play a critical role in delivering consistent, high-quality prospect materials tailored for BOKFPW’s complex client relationships.
The ideal candidate holds a Bachelor's degree and has 2-4 years of relevant experience, particularly in investment analysis and wealth management. Strong analytical, visual, and communication skills are essential, with the necessity to craft high-impact client-facing materials. A commitment to quality and collaboration is paramount.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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