Req ID: 51267
Areas of Interest: Wealth Management
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.
The Milestone Group was founded in 1996 and acquired by BOKF in 2012 with an innovative vision to provide advanced institutional investment management methods and highly personalized financial advice to high-net-worth families and individuals. Our boutique size and structure is deliberate and, we believe, optimal - not so large that we employ boilerplate solutions, or so small that only one or two individuals are making the critical decisions that drive your investment performance. We employ a diverse team of highly credentialed and experienced advisors, analysts, client service representatives, portfolio accountants, and business managers. Together, we collaborate to develop innovative solutions, aspiring to deliver customer care beyond the expectations of the clients we serve. We endeavor to establish relationships where personal attention, trust, loyalty, candor, and friendship can flourish. The Milestone Group's philosophies and principles of discipline, diligence, excellence, and loyalty to our clients have attracted a growing client base that exceeds $2 billion in assets under management. The Milestone Group is a Registered Investment Advisory firm registered with the SEC and as such will always act as a fiduciary in our client s best interests.
The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, pension plans, profit sharing plans and similar entities. The Advisor meets with existing and prospective clients to educate them on Milestone?s investment approach and philosophy, and to discuss their accounts and financial planning needs. They assist in determining and implementing appropriate investment strategies, investment allocations, and investment instruments directly influencing the design and ongoing structure of client portfolios. Keeping current on economic and market trends, as well as compliance and regulatory issues are important aspects of this role.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.
Please contact ...@bokf.com with any questions.
At BOK Financial, we re proud to trace our roots to a small energy bank founded in Tulsa, Oklahoma over 100 years ago during an oil boom. Today, as a top 25 U.S.-based bank with more than $30 billion in assets, BOK Financial has successfully diversified into a variety of industries, businesses and geographies throughout the U.S. We have banking operations in eleven states, with services throughout the nation, and a full-service brokerage firm, BOK Financial Securities, Inc., which has become one of the largest municipal bond underwriters in the country. Our wealth management division also continues to grow, offering a full suite of services to individuals and institutions nationwide.
Our focus each day is on meeting the needs of our clients by bringing the right people, services or solutions to the table. We continue to offer the personal touch of the neighborhood bank, with the breadth of experience, resources and products you expect from a regional powerhouse.
We know the challenges our clients face because we ve faced the same highs and lows over the past 100 years. Regardless of the economic cycle, BOK Financial continues to be a strong and stable company, adapting to ever-changing economic conditions. We work with you, side by side, to help you make the most of your money.
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