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Private Wealth Associate

BOK Financial
United States, Oklahoma, Tulsa
101 East 2nd Street (Show on map)
August 10, 2022
Req ID:69021 Job Location:Southern Hills 8th FloorTulsaOK Areas of Interest:Wealth Management; Investment Management Colorado Base Salary Range:Not Available 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. . Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career. Job Description The Private Wealth Associate plays an integral role in all aspects of Private Bank activities and maintains a high degree of interaction with each Private Wealth Advisor. The Private Wealth Associate will be instrumental in various aspects of duties in fiduciary administration, investment management, banking, and project management activities within the Private Bank. Team Culture Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization. Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success. How You'll Spend Your Time You'll partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations. You'll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis. You'll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree in Business; and 4-6 years equivalent experience in financial, accounting, legal, or other markets Preferred: Master's Degree or Juris Doctorate Working Conditions & Physical Requirements Office 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! If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant. 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. Please contact with any questions.