Investment Sales Associate

4 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 with clients and providing expert advice on fixed income investments.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their investment needs and goals.
  • Provide expert advice on fixed income investments, including bond sales and portfolio management.
  • Stay up-to-date on market trends and economic conditions to provide informed investment recommendations.
  • Collaborate with senior sales officers to develop and implement sales strategies.
  • Participate in ongoing training and professional development to enhance knowledge and skills.
Requirements
  • Bachelor's degree in Finance or related field.
  • 0-1 years of experience in fixed income securities or 4-5 years of experience in a related field.
  • General knowledge of primary investment markets, products, and services.
  • Excellent PC skills, including word processing and spreadsheet applications.
  • Excellent customer relations and sales skills.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to 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 that requires excellent communication and interpersonal skills. As a member of our team, you will have the opportunity to work with a stable and financially strong organization that provides excellent training and development opportunities.



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