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BOK Financial
The Wealth Advisor role at BOK Financial involves maintaining and expanding relationships with high-net-worth individuals, families, and trusts. The position requires serving clients through the firm's Registered Investment Advisor (RIA), bank, and broker dealer solutions to meet their financial needs. The role focuses on delivering concierge-style customer service, managing client portfolios, and ensuring compliance with regulatory requirements.
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.
BOK Financial didn’t post a salary, so this is our estimate from similar listings.
7% above the average for this role