Private Wealth Advisor
bok financialDallas, TX
Private Wealth Advisor
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
The Premier Relationship Consultant at BOK Financial Corporation Group improves delivery of Financial Planning products across banking centers by designing, communicating, and executing training, coaching, and business development activities. The role covers cash flow planning, investments, retirement, and protection, and supports the Investment Services team. It is a producer and expert resource for BOKFA and the Branch Delivery Channel, with regular travel to provide hands-on coaching and
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JOB OVERVIEW
Experience level
Senior
Location
Dallas, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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