Senior Advisor, Private Wealth
BOK Financial | |
United States, Texas, Dallas | |
April 28, 2024 | |
Req ID:74725 Location:Dallas -DAL Areas of Interest:Business Development; Trust Pay Transparency Salary Range:Not Available Application Deadline:07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . Bonus Type
Formula Based Summary
Your love for customer service and cross-selling with an ability to network and build relationships will take you far. You're constantly taking a deeper dive, researching, dissecting, investigating, and asking the right questions to offer the right products and services. The ability to write and speak well is critical. Excellent business acumen and professionalism are what it takes. Job Description
The Senior Advisor, Private Wealth is responsible for the direct sales of financial products to individuals and, in certain circumstances, businesses. The Senior Advisor may manage significant, complex relationships for the firm. The Senior Advisor sources new business through the disciplined management of a prospect data base, active networking, and consistent calling. The Senior Advisor works closely with team members to insure timely and consistent responses to client requests for information & decisions. Team Culture
Meaningful impact comes from working together. Our camaraderie, shared decision-making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. How You'll Spend Your Time
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in business and 10+ successful years in business development or at least 16+ years experience in a related field.
BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Please contact recruiting_coordinators@bokf.com with any questions. |