Investment Sales Associate

21 hours ago


Little Rock, Arkansas, United States BOK Financial Full time
Job Title: Investment Sales Associate

We 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 communicating with contacts of sale of securities with prospective customers.

Key Responsibilities:
  • Develop relationships and knowledge in the fixed income space
  • Present and deliver customer presentations
  • Communicate with contacts of sale of securities with prospective customers
  • Work to develop a deep understanding of the fixed income market and its various products and services
Requirements:
  • Bachelor's Degree in Finance or related field of study
  • 0-1 years of directly related experience in fixed income securities or 4-5 years of experience
  • General knowledge of primary investment markets, products, and services
  • Excellent PC skills, including word processing and spreadsheet applications
  • Excellent customer relations and sales skills
  • Excellent interpersonal, verbal, and written communication skills
Working Conditions:

This role is based in an office environment and requires excellent communication and interpersonal skills. The successful candidate will be required to obtain MSRB Series 52, SIE Exam, NASD Series 7 licensing, and series 63 license within the first 6 months of employment.

BOK 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.

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.



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