Financial Services Professional

4 days ago


Phoenix, Arizona, United States BOK Financial Full time
Job Summary

The Financial Advisor role at BOK Financial Corporation Group is a dynamic opportunity for a skilled professional to provide exceptional customer service and guide clients toward their short and long-term financial goals. This is accomplished through holistic financial planning and financial advice. The ideal candidate will possess excellent interpersonal skills, a passion for building meaningful relationships, and a commitment to delivering sound advice.

Key Responsibilities
  • Meet with clients to understand their financial objectives and develop tailored solutions.
  • Prepare comprehensive customer presentations and utilize databases and worksheets to gain a deep understanding of products and sales approaches.
  • Maintain a thorough knowledge of the current securities portfolio to ensure optimal marketing potential.
  • Complete required training sessions and continuing education, and ensure securities licensing is up-to-date.

Requirements

This role requires a Bachelor's Degree in Finance or a related field, and 1-2 years of directly related experience in securities sales or an equivalent combination of education and experience.

About BOK Financial Corporation Group

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of its employees. With a commitment to partnership, passion, and skill, the company offers a dynamic work environment that fosters growth and success.

Equal Employment Opportunity

BOK Financial Corporation Group is an equal opportunity employer, committed to providing equal employment opportunities 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.

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