Private Wealth Advisor ‑Net‑Worth Clients
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-03
Listing for:
BOK Financial Corporation
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
BOK Financial Corporation is looking for a Private Wealth Advisor in Plano, Texas, responsible for developing and maintaining relationships with high net worth clients. This role involves extensive financial planning and engagement, ensuring each client achieves their long-term financial goals.
The successful candidate will have a strong background in investment strategy and portfolio design, with a minimum of 5-7 years of experience required. An advanced degree or professional certification is preferred. Join a reputable organization dedicated to investing in talent and building successful careers.
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