Posted in Other 30+ days ago.
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. .
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.
In this virtual client-centric role, you will be the primary service provider for retail brokerage clients; providing analysis and guidance towards their short and long-term financial goals. You will service accounts, uncover needs, refer opportunities, educate clients, protect the firm's assets, and participate in innovation opportunities for the broker-dealer and bank.
You will work with internal retail branch partners for referrals and investment training, and with internal market advisors, 401k participant services, and other banking partners when new referral opportunities are uncovered.
You will be responsible for delivering financial advice and investment services to branch customers via available technologies (video, phone, or email delivery). This will cover a range of financial planning categories, including helping clients manage cash flow, invest properly, retire comfortably, and protect themselves from an unforeseen expense and emergency via life and health insurance products.
In this centralized model, you will be on salary and FINRA licensed in all 50 states allowing you to service clients across the country.
We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.
Our philosophy is built around three simple truths to ensure we always do the best for clients. 1) Relationships begin with knowledge. 2) Process - not products - leads to objective advice. 3) Proactive oversight and communication produce results.
FINANCIAL LICENSING: Series 7 and Series 63/65 or 66, and Life, Long-Term Care, Health Insurance licensing required. CFP, CFA, ChFC, MBA, and CLU professional designations a plus, but not required.
INVESTMENT ACUMEN: Your knowledge of investment markets, products and services, equity, mutual fund and fixed income strategies, and tax matters will be beneficial in solving problems and making recommendations to our clients.
RELATIONSHIP BUILDER: Your love for customer service and cross-selling with an ability to network and build relationships will take you far. You're constantly taking a deeper dive, researching, dissecting, investigating, and asking the right questions to offer the right products and services.
COMMUNICATION: You will need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.
COLLABORATION: Enjoy working in teams and across departments with a proficiency to follow-up and follow-through.
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or comparable field and 3-4 years of experience in investments/financial planning or 6-7 years equivalent work experience.
Series 7 and Series 63/65 or 66, and Life, Long-Term Care, Health Insurance licensing required. Preference given to CFP, CFA, ChFC, MBA, and CLU professional designations.
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.
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