{"id":4256788,"url":"https://alion.io/job/bokf-wealth-advisor-2","title":"Wealth Advisor","company":{"id":2169078,"name":"BOK Financial","domain":"bokf.com","url":"https://alion.io/company/bokf","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"staff","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Denver, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":180000,"max":215000,"currency":"USD","period":"year","gross":null,"usd_annual":215000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-02T00:00:00Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-13T14:26:34Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"Req ID: 78899\nLocation: Denver -DEN\nAreas of Interest: Wealth Management\nPay Transparency Salary Range: $180,000 - $215,000\nApplication Deadline: 12/02/2026\nBOK 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®.\nBonus Type\nBOKF Performance Plan (D02)\nSummary\nDo 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 BOK 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). A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.\nYou will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines.\nJob Description\nThe Wealth Advisor is responsible for maintaining and expanding relationships with high-net-worth individuals, families, trusts, family companies and similar entities with BOK Financial Wealth, Inc. (BOKF). When appropriate this role will work with Senior PWA to determine appropriate investment strategies and investment allocations of client portfolios. Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role.\nTeam Culture\nOur team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.\nWe are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure a positive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.\nHow You'll Spend Your Time\nYou will develop and expand client relationships while also servicing internally referred bank clients.\nYou will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your client's needs.\nYou will help manage and monitor client portfolios\nYou will meet with clients and prospects to educate them on BOKF’s investment approach and philosophy.\nYou will develop marketing and new business development strategies to meet personal goals.\nYou will represent BOKF to ensure compliance, legal and regulatory requirements.\nEducation & Experience Requirements\nThis level of knowledge is normally acquired through a bachelor’s degree along with 5-10 years of experience or professional certification; or 10+ years of equivalent work-related experience.\nFINRA series 7 or 66 or 65 required.\nExperienced in an investment advisory firm environment with proficient background in investment strategy, portfolio design and modern portfolio theory.\nExceptional understanding of client service procedures and client relationships. \nExceptional time management, multi-tasking, and follow up skills.\nExtensive experience working with custodians and contra firms.\nIntermediate knowledge of investment products and the financial service industry.\nExceptional verbal and written communication skills.\nExtraordinary attention to detail.\nAdvanced experience with portfolio accounting systems CRMs and AI.\nSelf-directed and self-motivated individual with the ability to provide leadership in a team environment.\nIntermediate to advanced knowledge of Microsoft Office Suite and CRM software applications.\nBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!\nApply today and take the first step towards your next career opportunity!\nThe companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.\nPlease contact  any questions.","description_format":"text","description_chars":5028,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T14:13:33Z"}],"visa":[],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.851,"p_room":0.9,"age_days":11,"expected_fill_days":33,"reasons":["conf:2","win:mid","comp:brand"],"computed_at":"2026-11-13T16:33:23Z"},"pay":{"stated_usd_annual":215000,"is_top_pay":true},"html_url":"https://alion.io/job/bokf-wealth-advisor-2","json_url":"https://alion.io/job/bokf-wealth-advisor-2.json","meta":{"generated_at":"2026-11-13T16:33:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33187,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2169078},"rest":"https://alion.io/mcp/rest/get_company?id=2169078"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbokf-wealth-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbokf-wealth-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbokf-wealth-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/bokf-wealth-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbokf-wealth-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4256788}},{"tool":"search_jobs","arguments":{"company":"bokf.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4256788},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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