Private Wealth Advisor

BOK Financial Denver , CO 80208

Posted 8 months ago

: 33861 Areas of Interest: Wealth Management BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. The Milestone Group was founded in 1996 and acquired by BOKF in 2012 with an innovative vision to provide advanced institutional investment management methods and highly personalized financial advice to high-net-worth families and individuals. Our boutique size and structure is deliberate and, we believe, optimal - not so large that we employ boilerplate solutions, or so small that only one or two individuals are making the critical decisions that drive your investment performance. We employ a diverse team of highly credentialed and experienced advisors, analysts, client service representatives, portfolio accountants, and business managers. Together, we collaborate to develop innovative solutions, aspiring to deliver customer care beyond the expectations of the clients we serve. We endeavor to establish relationships where personal attention, trust, loyalty, candor, and friendship can flourish. The Milestone Group's philosophies and principles of discipline, diligence, excellence, and loyalty to our clients have attracted a growing client base that exceeds $2 billion in assets under management. The Milestone Group is a Registered Investment Advisory firm registered with the SEC and as such will always act as a fiduciary in our client's best interests. The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, pension plans, profit sharing plans and similar entities. The Advisor meets with existing and prospective clients to educate them on Milestone's investment approach and philosophy, and to discuss their accounts and financial planning needs. They assist in determining and implementing appropriate investment strategies, investment allocations, and investment instruments directly influencing the design and ongoing structure of client portfolios. Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role. PRINCIPLE DUTIES AND RESPONSIBILITIES: Develops, maintains, and expands client relationships. Helps manage and monitor client portfolios; performs investment analysis and financial planning as necessary to ensure client assets are managed consistent with their investment objectives. Meets with clients and prospects to educate them on Milestone's investment approach and philosophy. Conducts client analysis to determine goals, needs and investment objectives. Makes recommendations on complex managed accounts to fulfill client objectives. Assists in determining appropriate investment strategies, investment allocations, and investment instruments directly influencing the design and ongoing structure of client portfolios. Professionally represents Milestone to ensure compliance with its regulatory, legal and fiduciary requirements. Conducts business within the guidelines established by regulatory agencies and internal policies, including: attending investment management committee meetings; completing firm-required training sessions; complying with marketing requirements, and notifying the chief compliance officer of any client complaint or regulatory inquiry. Assists in determining appropriate business, marketing and business development strategies. Performs other leadership functions and duties from time to time consistent with the role of a wealth advisor. KNOWLEDGE, SKILLS and ABILITIES: Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory. Highly professional appearance representative of executive management. Exceptional verbal and written communication skills. Very high attention to detail. Highly organized individual with the ability to work in a fast-paced, team environment. Self-directed and self-motivated individual. Intermediate to advanced knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software. This level of knowledge is normally acquired through completion of a bachelors and an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc), and 5+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships. BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career! Apply today and take the first step towards your next career opportunity! BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status. Attention All Third Party Agencies, Headhunters, and Recruiters BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial. Please contact recruiting_coordinators@bokf.com with any questions. SF-IND SF-GD" />

Sign in

  • Career Home

  • About Us

  • About Us

  • History

  • Culture

  • Inclusion

  • Our Brands

  • Talent Development

  • Total Rewards and Benefits

  • Our Talent Acquisition Process

  • Featured Jobs

  • Bank Operations

  • Commercial Banking

  • Consumer Banking

  • Finance & Administration

  • Human Resources

  • Information Technology

  • Internal Audit

  • Mortgage Banking

  • Risk Management

  • TransFund

  • University Recruiting

  • Wealth Management

  • Locations

  • Sign Up for Our Talent Community

Search Jobs

Search by keyword Search by location

Search Jobs

Search by keyword Search by location

Email similar jobs to me

  • Join with LinkedIn

  • Join Now
    Start

Please wait...

Share this Job

Private Wealth Advisor

Date: Mar 21, 2018

Location: Denver, CO, US

Apply now "

Apply now

  • Start apply with LinkedIn

  • Apply Now
    Start

Please wait...

Req ID: 33861

Areas of Interest: Wealth Management

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.

The Milestone Group was founded in 1996 and acquired by BOKF in 2012 with an innovative vision to provide advanced institutional investment management methods and highly personalized financial advice to high-net-worth families and individuals. Our boutique size and structure is deliberate and, we believe, optimal - not so large that we employ boilerplate solutions, or so small that only one or two individuals are making the critical decisions that drive your investment performance. We employ a diverse team of highly credentialed and experienced advisors, analysts, client service representatives, portfolio accountants, and business managers. Together, we collaborate to develop innovative solutions, aspiring to deliver customer care beyond the expectations of the clients we serve. We endeavor to establish relationships where personal attention, trust, loyalty, candor, and friendship can flourish. The Milestone Group's philosophies and principles of discipline, diligence, excellence, and loyalty to our clients have attracted a growing client base that exceeds $2 billion in assets under management. The Milestone Group is a Registered Investment Advisory firm registered with the SEC and as such will always act as a fiduciary in our client's best interests.

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, pension plans, profit sharing plans and similar entities. The Advisor meets with existing and prospective clients to educate them on Milestone's investment approach and philosophy, and to discuss their accounts and financial planning needs. They assist in determining and implementing appropriate investment strategies, investment allocations, and investment instruments directly influencing the design and ongoing structure of client portfolios. Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role.

PRINCIPLE DUTIES AND RESPONSIBILITIES:

  • Develops, maintains, and expands client relationships. Helps manage and monitor client portfolios; performs investment analysis and financial planning as necessary to ensure client assets are managed consistent with their investment objectives.

  • Meets with clients and prospects to educate them on Milestone's investment approach and philosophy. Conducts client analysis to determine goals, needs and investment objectives. Makes recommendations on complex managed accounts to fulfill client objectives.

  • Assists in determining appropriate investment strategies, investment allocations, and investment instruments directly influencing the design and ongoing structure of client portfolios.

  • Professionally represents Milestone to ensure compliance with its regulatory, legal and fiduciary requirements. Conducts business within the guidelines established by regulatory agencies and internal policies, including: attending investment management committee meetings; completing firm-required training sessions; complying with marketing requirements, and notifying the chief compliance officer of any client complaint or regulatory inquiry.

  • Assists in determining appropriate business, marketing and business development strategies.

  • Performs other leadership functions and duties from time to time consistent with the role of a wealth advisor.

KNOWLEDGE, SKILLS and ABILITIES:

  • Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.

  • Highly professional appearance representative of executive management.

  • Exceptional verbal and written communication skills.

  • Very high attention to detail.

  • Highly organized individual with the ability to work in a fast-paced, team environment.

  • Self-directed and self-motivated individual.

  • Intermediate to advanced knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.

This level of knowledge is normally acquired through completion of a bachelors and an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc), and 5+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters

BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions.

SF-IND

SF-GD

Nearest Major Market: Denver

Job Segment: Bank, Banking, CFA, CPA, Finance, Customer Service

Apply now "

Apply now

  • Start apply with LinkedIn

  • Apply Now
    Start

Please wait...


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Private Wealth Advisor Nmls

US Bank

Posted 7 days ago

VIEW JOBS 11/5/2018 12:00:00 AM 2019-02-03T00:00 Responsible for retention and growth of small to medium size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * Bachelor's degree, or equivalent work experience * Eight or more years of experience in high and ultra high net worth client wealth management activities Preferred Skills/Experience * Excellent relationship management, networking and business development skills * Extraordinary talent for driving business * Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services * Ability to partner with colleagues to identify and service unique clients needs * Well-developed analytical and problem solving skills * Excellent writing, speaking, and presentation skills * Ability to make critical decisions independently * Professional designation such as CFA or CFP is preferred US Bank Denver CO

Private Wealth Advisor

BOK Financial