BOK Financial
The Private Wealth Associate role is an entry-level position within the Private Wealth division, designed to provide training in departmental policies and procedures across Private Banking, Personal Trust, Investment Management, or Wealth Advisors. Over 24-36 months, associates will transition into specialized roles such as Private Banker, Trust Officer, Investment Manager, or Wealth Advisor. The position involves supporting advisors and managers with client analysis, project management, and relationship building across various bank departments.
Headquarters
Tulsa, Oklahoma, United States
Company Size
1001-5000 employees
Founded
1910
Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions.
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.
Associate Supporting the Wealth Advisory Team and Clients of the Private Bank
JPMorganChase
Associate Supporting the Wealth Advisory Team and Clients of the Private Bank
JPMorganChase
Associate Supporting the Wealth Advisory Team and Clients of the Private Bank
JPMorganChase
Associate Supporting the Wealth Advisory Team and Clients of the Private Bank
JPMorganChase
Associate Supporting the Wealth Advisory Team and Clients of the Private Bank
JPMorganChase
Associate Supporting the Wealth Advisory Team and Clients of the Private Bank
JPMorganChase