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Wealth Management Specialist

2 months ago

Albuquerque, New Mexico, United States BOK Financial Full time

About the Role

As a Financial Advisor at BOK Financial Corporation, you will play a critical role in helping clients achieve their financial goals by providing expert guidance and advice.

Key Responsibilities

  • Meet with clients to understand their financial objectives and develop personalized plans to achieve them
  • Prepare comprehensive presentations and utilize industry-leading tools to identify opportunities and provide tailored solutions
  • Maintain a deep understanding of our clients' current financial portfolios to ensure optimal marketing potential
  • Complete ongoing training and education to stay up-to-date on industry developments and regulatory requirements

Requirements

  • A Bachelor's Degree in Finance or a related field
  • 1-2 years of experience in securities sales or equivalent combination of education and experience
  • Strong interpersonal skills and ability to build meaningful relationships with clients
  • Excellent communication and presentation skills
  • Ability to work in a fast-paced environment and meet deadlines

About BOK Financial Corporation

BOK Financial Corporation is a top U.S.-based financial services holding company with a rich history of innovation and growth. Our company is committed to providing exceptional service and support to our clients, employees, and communities. We offer a dynamic and collaborative work environment, with opportunities for professional growth and development.

Our Philosophy

At BOK Financial Corporation, we believe that relationships begin with knowledge, process leads to objective advice, and proactive oversight and communication produce results. We're dedicated to helping our clients achieve their financial goals and dreams.