Financial Services Professional
3 days ago
We are seeking a highly skilled Financial Advisor to join our team at BOK Financial Corporation Group. As a Financial Advisor, you will be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals through holistic financial planning and financial advice.
Key Responsibilities- Meet with clients to understand their financial objectives and develop personalized financial plans.
- Prepare and present financial solutions to clients, utilizing databases and worksheets to gain a thorough understanding of products and sales approaches.
- Maintain up-to-date knowledge of current securities portfolios to ensure optimal marketing potential.
- Complete required training sessions and continuing education, maintain securities licensing, and comply with correspondence, marketing, and sales activity rules.
This role requires a Bachelor's Degree in Finance or a related field, and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
About BOK Financial Corporation GroupBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities to support building long-term careers. We are committed to providing equal employment opportunities 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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Financial Services Professional
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Financial Services Professional
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