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Investment Sales Associate

2 months ago

Little Rock, Arkansas, United States BOK Financial Full time
About the Role

We are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, representing a full range of fixed income knowledge, and participating in an elevated training program designed to develop and prepare for a career as an Investment Sales Officer.

Key Responsibilities
  • Develop relationships and knowledge in the fixed income space
  • Represent a full range of fixed income knowledge
  • Participate in an elevated training program
  • Present and deliver customer presentations
  • Call and communicate with contacts of sale of securities with prospective customers
Requirements

To be successful in this role, you will need to have a Bachelor's Degree in Finance or a related field of study and 0-1 years of directly related experience in fixed income securities, or 4-5 years of experience, or an equivalent combination of education and experience.

  • General knowledge of primary investment markets, products, and services
  • Basic knowledge of taxable and tax-free bond sales
  • Excellent PC skills, including word processing and spreadsheet applications
  • Excellent customer relations and sales skills
  • Excellent interpersonal, verbal, and written communication skills
  • Obtain MSRB Series 52, SIE Exam, NASD Series 7 licensing, and series 63 license within the first 6-months of employment
About BOK Financial

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. 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.