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Private Wealth Advisor
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Full-time
- Areas of Interest: Private Wealth Advisor; Financial Advisor; Investment Management; Relationship Management; Wealth Management
- Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor?
- If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA).
- The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.
- BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions and/or our broker dealer options.
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