Investment Sales Associate
2 days ago
- You will work to develop relationships and knowledge in the fixed income space
- You will be fully educated to represent the fixed income lifecycle
- You will be familiar with the customer base of the Investment Sales Officers
- You will present and deliver customer presentations
- You will call and have communication with contacts of sale of securities with prospective customers
This level of knowledge is normally acquired through completion of Bachelor’s Degree in Finance or related field of study and 0-1 years of directly related experience in fixed income securities and/or 4-5 years of experience or equivalent combination of education and experience.
- General knowledge of primary investment markets, products, and services and the ability to determine specific customer needs, implement strategies, and offer products to meet those needs
- Basic knowledge of taxable and tax-free bond sales
- Excellent PC skills including word processing and spreadsheet applications
- Excellent customer relations and sales skills
- Excellent interpersonal, verbal, and written communication skills
- Within the first 6-months of employment the following license/certifications will need to be obtained - MSRB Series 52, SIE Exam, NASD Series 7 licensing and series 63 license
Apply today and take the first step towards your next career opportunity
The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_coordinators@bokf.com with any questions.
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Investment Sales Associate
2 days ago
Little Rock, Arkansas, United States BOK Financial Full timeJob Title: Investment Sales AssociateWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As an Investment Sales Associate, you will be responsible for developing relationships and knowledge in the fixed income space, presenting and delivering customer presentations, and...
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Investment Sales Associate
1 week ago
Little Rock, Arkansas, United States BOK Financial Full timeJob Title: Investment Sales AssociateWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As an Investment Sales Associate, you will be responsible for developing relationships and knowledge in the fixed income space, presenting and delivering customer presentations, and...
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Investment Sales Associate
2 months ago
Little Rock, United States BOK Financial Full timeReq ID: 75379 Location: Little Rock -LTLRK Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 09/15/2024BOK 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....
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Investment Sales Associate
3 weeks ago
Little Rock, Arkansas, United States BOK Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, presenting and delivering customer presentations, and communicating with contacts of...
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Investment Sales Associate
2 weeks ago
Little Rock, Arkansas, United States BOK Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, presenting and delivering customer presentations, and communicating with contacts of...
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Investment Sales Associate
2 weeks ago
Little Rock, Arkansas, United States BOK Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, presenting customer presentations, and communicating with contacts of sale of...
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Investment Sales Associate
2 weeks ago
Little Rock, Arkansas, United States BOK Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, representing a full range of fixed income knowledge, and participating in an elevated...
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Investment Sales Associate
1 week ago
Little Rock, Arkansas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As a key member of our sales team, you will be responsible for developing and maintaining relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...
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Investment Sales Representative
1 month ago
Little Rock, Arkansas, United States BOK Financial Full timePosition ID: 75379Location: Little Rock -LTLRKField of Interest: Wealth ManagementSalary Transparency: Not AvailableApplication Deadline: Not ApplicableBOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA manages...
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Investment Sales Associate
4 weeks ago
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Investment Sales Associate
4 weeks ago
Little Rock, Arkansas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, representing a full range of fixed income knowledge, and participating in an elevated training...
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Financial Investment Sales Representative
1 month ago
Little Rock, Arkansas, United States BOK Financial Full timePosition ID: 75379 Location: Little Rock -LTLRK Focus Area: Wealth Management Salary Information: Not Available Application Deadline: 09/15/2024BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA manages TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
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Investment Sales Associate
4 weeks ago
Little Rock, Arkansas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial Corporation Group. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, representing a full range of fixed income knowledge, and delivering customer...
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