Financial Services Specialist
5 days ago
Job Summary:
BOK Financial is seeking a skilled Financial Advisor to join our Institutional Wealth Management team. As a Financial Advisor, you will be responsible for educating and providing retirement plan participants with personalized guidance to help them achieve their long-term financial goals.
Key Responsibilities:
- Consult with clients to create and manage education campaigns, including creating presentations, videos, and other communication materials.
- Present to groups of employees or one-on-one, either in person or via webinar, to educate participants on their retirement plans.
- Work with internal partners to coordinate and manage relationships efficiently and effectively.
- Research and understand client-specific plan provisions and investment options to prepare for educational sessions.
- Improve and expand employee education programs to increase enrollment and savings rates, diversify investments, and provide comprehensive pre- and post-retirement planning.
Requirements:
- Bachelor's degree in finance or a related field.
- 1-2 years of experience in investments/financial planning or 3-4 years of equivalent work experience.
- Series 7 and Series 63/65 or 66 licenses, as well as Life, Long-Term Care, and Health Insurance licenses.
- Strong knowledge of primary investment markets, products, and services, as well as excellent customer relations and communication skills.
About BOK Financial:
BOK Financial is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of its employees. With a commitment to creating value for its clients, investors, employees, and communities, BOK Financial offers a unique and rewarding work environment.
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