Private Wealth Advisor

Profile

Private Wealth Advisor
DUTIES: 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 BOKF’s investment approach and philosophy. Conducts client analysis to determine goals, needs and investment objectives. Makes recommendations on managed accounts to fulfill client objectives. Professionally represents BOKF 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. Develops marketing and new business development strategies to meet personal strengths.

Company info

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