Investment Sales Representative

2 weeks ago


Little Rock, Arkansas, United States BOK Financial Full time

Position ID: 75379

Location: Little Rock -LTLRK

Field of Interest: Wealth Management

Salary Transparency: Not Available

Application Deadline: Not Applicable

BOK 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 various banking divisions.

Bonus Structure

Formula Based

Overview

If you are seeking a role that merges a commitment to innovation with opportunities for professional advancement and a collaborative environment, this position may be ideal for you.

Role Summary

The Investment Sales Associate will undertake a range of responsibilities under the mentorship of the Sales Manager and Senior Sales Officers. This role includes participation in a comprehensive training program aimed at equipping the associate for a future as an Investment Sales Officer. The associate will focus on acquiring knowledge and building relationships throughout the training process to effectively represent a complete spectrum of fixed income expertise. This includes involvement in 'Institutional Sales Officer New Hire Training' and advanced training sessions known as 'New Hire Development' (NDP). The Investment Sales Associate will receive targeted training and support centered on the Fixed Income market, covering areas such as sales techniques, client presentations, marketing strategies, addressing client concerns, networking, industry insights, compliance, and managing client pipelines.

Team Environment

We serve as trusted advisors to our clients and communities, leveraging our disciplined approach and business acumen to make informed decisions. Our team's entrepreneurial spirit drives our success.

Key Responsibilities
  • Develop relationships and deepen knowledge in the fixed income sector
  • Gain comprehensive education to represent the fixed income lifecycle
  • Familiarize with the customer base of Investment Sales Officers
  • Deliver customer presentations effectively
  • Engage in communication with potential clients regarding securities sales
Qualifications

This level of expertise is typically acquired through the completion of a Bachelor's Degree in Finance or a related field, along with 0-1 years of relevant experience in fixed income securities, or 4-5 years of equivalent experience.

  • General understanding of primary investment markets, products, and services, with the ability to identify specific customer needs and implement strategies to meet those needs
  • Basic knowledge of taxable and tax-exempt bond sales
  • Proficient PC skills, including word processing and spreadsheet applications
  • Strong customer relations and sales capabilities
  • Excellent interpersonal, verbal, and written communication skills
  • Licenses/certifications such as MSRB Series 52, SIE Exam, NASD Series 7, and Series 63 must be obtained within the first 6 months of employment
Work Environment & Physical Requirements

Office

BOK Financial Corporation Group is a robust and financially stable organization dedicated to providing exceptional training and development opportunities to foster the long-term careers of its employees. With dedication, expertise, and collaboration, you can significantly influence the success of the bank, its customers, and your own career.

Equal Opportunity Employer: The companies within BOK Financial Corporation Group are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other employment aspects 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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