Wealth Advisor

Private Wealth Advisor

San Antonio, TX, US, 78209 Req ID: 77296 Location: San Antonio -SANAN Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 09/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke solutions through a comprehensive, client-centric approach. They provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth.

Job Description

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. The Advisor is responsible for managing client relationships including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long-term financial goals. Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community.

Team Culture

Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.

How You'll Spend Your Time

You will build, maintain, and expand strong client relationships through consistent engagement and support. You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives. You will meet with clients and prospects to educate them on BOKF's investment philosophy and approach. You will conduct client analysis to determine financial goals and recommend managed account solutions. You will represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies. You will develop and implement marketing and business development strategies tailored to your strengths.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelors and 5 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience. Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory. Highly professional appearance. Excellent verbal and written communication skills. Highly organized individual with the ability to work in a fast-paced, team environment. Self-directed and self-motivated individual. Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software. May carry FINRA licensure.

Top 3 Reasons To Apply

Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees
• Award-winning culture
• Community commitment

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between.

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.8 billion in assets*
• $123.6 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025
• *At March 31, 2026