Financial Services Professional

4 weeks ago


Albuquerque, New Mexico, United States BOK Financial Full time
Financial Advisor Role

At BOK Financial, we're seeking a skilled Financial Advisor to join our team. As a key member of our financial services team, you'll be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals.

Key Responsibilities:
  • Meet with clients to understand their financial objectives and develop tailored solutions.
  • Prepare comprehensive customer presentations and utilize industry databases to stay up-to-date on products and sales approaches.
  • Maintain a thorough understanding of our securities portfolio to ensure optimal marketing potential.
  • Complete required training sessions and continuing education to stay current with industry developments.
Requirements:

This role requires a Bachelor's Degree in Finance or a related field, along with 1-2 years of directly related experience in securities sales or an equivalent combination of education and experience.

About BOK Financial:

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of our employees. We're committed to creating a safe and collaborative work environment that fosters growth and success.

Join us in our mission to deliver exceptional financial services and make a meaningful impact on the lives of our clients and employees.



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