Financial Services Professional

15 hours ago


Tulsa, Oklahoma, United States BOK Financial Full time
Job Title: Financial Advisor

Join BOK Financial as a Financial Advisor and play a key role in helping clients achieve their long-term financial goals. As a member of our Institutional Wealth Management team, you will be responsible for educating and providing retirement plan participants with the knowledge and tools they need to save for retirement.

Key Responsibilities:
  • Consult with clients to create and manage education campaigns, including creating presentations, videos, and other communication materials.
  • Present to groups of employees or one-on-one, either in person or via webinar, to educate them on their retirement plan options.
  • Work with internal partners to coordinate and manage relationships efficiently and effectively.
  • Research and understand client-specific plan provisions and investment options to prepare for presentations.
Requirements:
  • Bachelor's degree in finance or a related field.
  • 1-2 years of experience in investments/financial planning or 3-4 years of equivalent work experience.
  • Series 7 and Series 63/65 or 66, and Life, Long-Term Care, Health Insurance licensing required.
  • Strong knowledge of primary investment markets, products, and services.
  • Excellent customer relations skills and ability to communicate complex financial information to clients.
About BOK Financial:

BOK Financial is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of its employees. We are committed to creating value for our clients, investors, employees, and communities through our diverse, personalized, and responsive fee-based services.



  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Financial AdvisorBOK Financial Corporation is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for educating and providing retirement plan participants with information to help them participate and save for retirement.Key Responsibilities:Consult with clients to create and manage education...


  • Tulsa, Oklahoma, United States New York Life Insurance Company - Tulsa Full time

    Job OpportunityWe're seeking a skilled professional to join our team as a Financial Services Professional. This role offers a unique opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.As a Financial Services Professional, you will provide peace of mind to clients while helping them navigate complex...


  • Tulsa, Oklahoma, United States Cetera Financial Group Full time

    Launch Your Career in Finance with Cetera Wealth Management GroupCetera Wealth Management Group is a dynamic and supportive network of independent financial services firms seeking motivated individuals to join as Financial Advisors in-training. Whether you're starting your career in financial advisory or looking to advance to a leadership role within a firm,...


  • Tulsa, Oklahoma, United States New York Life Insurance Company - Tulsa Full time

    Financial Services OpportunityNew York Life Insurance Company - Tulsa seeks an experienced Financial Services professional to join our team. As a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, you will have access to a broad range of products and services to address clients' protection and financial requirements.Key...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Financial AdvisorJob Summary:BOK Financial is seeking a skilled Financial Advisor to join our Institutional Wealth Management team. As a Financial Advisor, you will be responsible for educating and providing retirement plan participants with personalized guidance to help them achieve their long-term financial goals.Key Responsibilities:Consult...


  • Tulsa, Oklahoma, United States New York Life Insurance Company - Tulsa Full time

    Unlock Your Potential as a Financial AdvisorEnhance your career by joining New York Life, a leading provider of life insurance and financial services. As a Financial Advisor, you will have the opportunity to work with clients to develop personalized financial plans, conduct in-depth financial analysis, and provide recommendations for investments and...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Treasury Client Services Professional III to join our team at BOK Financial Corporation. As a key member of our Treasury Services group, you will be responsible for providing exceptional customer service and technical support to our clients.Key ResponsibilitiesManage a portfolio of commercial and corporate...


  • Tulsa, Oklahoma, United States Guide Wealth Partners Full time

    Unlock Your Potential with Guide Wealth PartnersAre you a driven and ambitious individual looking to take your career to the next level? At Guide Wealth Partners, we're seeking exceptional financial professionals to join our team of experienced advisors. If you excel in leadership, thrive on challenge, and are passionate about helping others, this is your...


  • Tulsa, Oklahoma, United States New York Life Insurance Company Full time

    Unlock Your Potential as a Financial AdvisorAt New York Life Insurance Company, we're committed to helping you enhance your wealth planning practice by partnering with our investment advisory affiliate, Eagle Strategies LLC, a Registered Investment Advisor. As a New York Life Agent, you'll have access to our Advanced Planning Group for large and complex case...


  • Tulsa, Oklahoma, United States New York Life Full time

    About New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the...


  • Tulsa, Oklahoma, United States Guide Wealth Partners Full time

    Unlock Your Potential with Guide Wealth PartnersAre you ready to take your career to the next level? At Guide Wealth Partners, we're seeking ambitious and driven individuals to join our team of exceptional financial advisors. If you thrive on challenge, excel in leadership, and are passionate about helping others, this is your chance to make a significant...


  • Tulsa, Oklahoma, United States Michael Nelson - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Position. As a State Farm Agent Team Member, you will play a key role in providing exceptional customer service and helping our clients achieve their financial goals.ResponsibilitiesEstablish and maintain strong relationships...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Financial Center LeaderAre you a seasoned banking professional looking to take on a leadership role? We're seeking a Financial Center Leader to join our team at BOK Financial Corporation Group.Job SummaryThe Financial Center Leader is responsible for driving branch performance, building a high-performing team, and delivering exceptional client experiences....


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job DescriptionWe are seeking a highly skilled Financial Reporting Technical Analyst to join our team at BOK Financial Corporation Group.The successful candidate will be responsible for delivering superior services as a liaison between the financial accounting and reporting teams and the IT team, with a focus on solutions for regulatory reporting and...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Accelerated Career Track ProgramJoin BOK Financial Corporation Group in our Accelerated Career Track program, designed to provide broad-based knowledge of our industry and organization. This rotational development program is ideal for graduate and undergraduate students seeking a career in financial services.Program OverviewThe Accelerated Career Track...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryStart your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training...


  • Tulsa, Oklahoma, United States Bankers Life Full time

    Unlock Your Potential as a Financial Services ProfessionalAt Bankers Life, we're committed to helping ambitious individuals like you grow their careers in the financial services industry. As a Financial Services Professional, you'll have the opportunity to build a client base, gain expertise through training, and guide clients through important financial...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Accelerated Career Track AssociateJoin BOK Financial Corporation Group as an Accelerated Career Track Associate and embark on a dynamic rotational development program designed to equip you with broad-based knowledge of our industry and organization.Program OverviewThis 15-18 month program is tailored to enhance your financial, analytical, and technical...


  • Tulsa, Oklahoma, United States Bank of Oklahoma Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Bank of Oklahoma. As a key member of our consumer banking team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including loan and deposit...


  • Tulsa, Oklahoma, United States New York Life - Tulsa Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As an Insurance Agent, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key ResponsibilitiesProvide peace of mind to clients while helping them...