Private Wealth Advisor
BOK Financial
BOK Financial seeks a Wealth Advisor to develop, maintain, and grow relationships with high-net-worth clients and related entities. You will guide ongoing financial planning and education, collaborating with analysts on portfolio design and asset allocation to meet long-term goals. You will identify new opportunities through referrals, manage client activity, and uphold compliance. A strong professional presence and excellent communication are essential. #J-18808-Ljbffr
Vacancy posted 4 days ago
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