Financial Advisor
4 weeks ago
Financial AdvisorYou place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great careerJob DescriptionThe Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice. In addition, the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities.Team CultureThere is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. We've created a safe space for the team to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.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.Success is adding the right people to the team, having confidence in their abilities, providing them the best tools, and helping them achieve their goals and dreams. You can maximize your potential with us.How You'll Spend Your TimeYou will meet with clients to understand their financial goals and objectives.You will prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.You'll maintain an up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential.You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.Education & Experience RequirementsThis level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience. Required Licenses: SIE, Series 7 & 66.Working Conditions & Physical RequirementsOfficeBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career 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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Financial Advisor
2 weeks ago
Dallas, United States BOK Financial Full timeReq ID: 76196 Location: Dallas -DAL Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025BOK 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,...
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Financial Advisor
2 weeks ago
Dallas, United States BOK Financial Full timeReq ID:76196 Location:Dallas -DAL Areas of Interest:Financial Advisor Pay Transparency Salary Range:Not Available Application Deadline:12/31/2025 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...
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Financial Advisor
4 days ago
Dallas, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors...
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Financial Advisor
3 days ago
Dallas, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
1 week ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
2 weeks ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
6 days ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
2 weeks ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
4 days ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Virtual Financial Advisor
3 weeks ago
Dallas, United States Thrivent Financial Full timeMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through...
