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© All Rights Reserved. ApplyBlast.com
BOK Financial
The Wealth Advisor maintains and expands relationships with high-net-worth individuals, families, and trusts, providing concierge-style service and investment solutions through BOK Financial's RIA, bank, or broker dealer platforms. The role involves managing client portfolios, educating prospects on investment strategies, and ensuring compliance with regulatory requirements. This position requires a trusted advisor to drive business development and deliver tailored financial solutions.
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.