Private Wealth Associate

Job description

Req ID: 77733 Location: Plano -PLAN: Areas of Interest: Wealth Management: Pay Transparency Salary Range: Not Available Application Deadline: 04/05/2026: BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type: BOKF Performance Plan (D02): Summary We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career. Job Description: The Private Wealth Associate is an “apprentice” role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent. Typically, within 24-36 months, the incumbent will transition into a role of Private Banker. Team Culture: Everyone on the team proudly leans in to mold talent and...