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© All Rights Reserved. ApplyBlast.com
BOK Financial Corporation Group
A Private Wealth Advisor at BOK Financial builds and maintains relationships with high-net-worth individuals, families, and trusts to achieve their long-term financial goals. The role involves providing personalized investment planning, education, and coaching while managing portfolios in alignment with client objectives. Advisors also identify business opportunities through networking and referrals to support community-focused wealth services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BOK Financial Corporation Group.
BOK Financial Corporation Group didn’t post a salary, so this is our estimate from similar listings.
7% above the average for this role
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