Financial Investment Sales Representative

2 weeks ago

Little Rock, Arkansas, United States BOK Financial Full time

Position ID: 75379

Location: Little Rock -LTLRK

Focus Area: Wealth Management

Salary Information: Not Available

Application Deadline: 09/15/2024

BOK 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 various banking divisions.

Bonus Structure

Formula Based

Overview

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

Role Responsibilities

The Investment Sales Associate will undertake a range of designated tasks 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 fostering relationships throughout the training period to effectively represent a broad spectrum of fixed income expertise. This includes engaging 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 approaches, objection handling, networking, industry insights, compliance, and client relationship management.

Team Environment

We pride ourselves on being trusted advisors to our clients and communities, utilizing our disciplined methodology and business acumen to make informed decisions. Our team's entrepreneurial spirit inspires us.

Key Activities
  • Developing relationships and expertise in the fixed income sector
  • Gaining comprehensive knowledge to represent the fixed income lifecycle
  • Familiarizing with the customer base of Investment Sales Officers
  • Delivering presentations and communications to clients
  • Engaging with potential customers 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 experience in a related area, or an equivalent combination of education and experience.

  • General understanding of primary investment markets, products, and services, with the ability to assess specific customer needs, implement strategies, and offer suitable products
  • Basic knowledge of taxable and tax-exempt bond sales
  • Proficient PC skills, including word processing and spreadsheet applications
  • Strong customer relations and sales abilities
  • 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

Office-based

BOK Financial Corporation Group is a stable and financially robust organization dedicated to providing exceptional training and development to support the long-term career growth 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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