Private Wealth Advisor

Private Wealth Advisor – BOK Financial Corporation Group

Location:

San Antonio, TX
Final date to receive applications: 12/13/2025

We are seeking a dedicated Private Wealth Advisor to develop, maintain, and expand relationships with high net worth individuals, families, trusts, and family companies. The Advisor will manage client relationships, provide ongoing financial planning, and support investment portfolio management.

• Build, maintain, and expand strong client relationships through consistent engagement and support.
• Help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with client objectives.
• Meet with clients and prospects to educate them on BOKF’s investment philosophy and approach.
• Conduct client analysis to determine financial goals and recommend managed account solutions.
• Represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.
• Develop and implement marketing and business development strategies tailored to your strengths.

• Bachelor’s degree and 5–7 years of experience in an investment advisory environment, or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.). 3–5 years of equivalent work experience.
• Experience in an investment advisory firm with significant background in investment strategy, portfolio design, and modern portfolio theory.
• Highly professional appearance and excellent verbal and written communication skills.
• Highly organized, self‑directed, and self‑motivated individual capable of working in a fast‑paced team environment.
• Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs, and trade rebalancing software.
• May carry FINRA licensure.

BOK Financial Corporation Group offers a stable and financially strong organization with comprehensive training, professional development, and a collaborative culture focused on trust, integrity, and personalized service.

BOK Financial Corporation Group is an equal opportunity employer committed to providing employment opportunities for all qualified applicants regardless of sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information, or veteran status.

Please contact rec with any questions.