Securities Sales Professional

6 days ago


Little Rock, Arkansas, United States BOK Financial Full time
Job Summary

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
Working Conditions

This is an office-based role, and you will be working in a fast-paced and dynamic environment.



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