Lead Wealth Planner II for High-Net-Worth Clients
BOK Financial
BOK Financial is seeking a Financial Planner II in Oklahoma City to lead or co-lead planning for high net worth clients, delivering tailored financial plans. You will conduct research, build scenarios, coach junior planners, and collaborate with client relationship managers to prepare for client meetings. The role emphasizes relationship-building, presenting recommendations, and contributing to scalable planning processes. Office environment in OKC with training and growth opportunities. #J-18808-Ljbffr BOK Financial
Vacancy posted 4 days ago
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