Financial Advisor - Institutional Wealth Management
BOK Financial | |
401(k), retirement plan | |
United States, Oklahoma, Tulsa | |
101 East 2nd Street (Show on map) | |
Oct 05, 2024 | |
Req ID:75229 Location:Tulsa -TUL Areas of Interest:Financial Advisor Pay Transparency Salary Range:Not Available Application Deadline:09/30/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type
Formula Based Summary
BOK Financial is dedicated to providing tailored wealth management solutions and fostering strong relationships to help clients achieve their long-term financial goals. The role involves educating retirement plan participants, creating and managing education campaigns, and working with internal partners to manage relationships efficiently. With a growing portfolio of services and clients, BOK Financial offers opportunities for those passionate about wealth management and looking for growth and innovation in their careers. Series 7 and Series 63/65 or 66, and Life, Long-Term Care, Health Insurance licensing required. Job Description
The Financial Advisor - Institutional Wealth Management is primarily responsible for educating and providing retirement plan participants on their respected retirement plan, to help them participate and save for retirement. Helping the assigned financial advisor with the educational component with new and existing 401k plans and their participants. The incumbent in this position will consult with clients to create and manage education campaigns, create power point presentations, videos, handouts, and various communication pieces as well as presenting to groups of employees or one-on-one either in person, webinar or a combination of both. Some travel may be required based on client locations. This individual will also be working with internal partners (Financial Advisors and Relationship Managers) to coordinate and manage the relationship efficiently and effectively. Team Culture
BOK Financial Wealth Management stands out by offering sophisticated products that rival those of the largest banks, and by fostering long-term relationships with both institutional and personal clients. Our commitment to creating value for our clients, investors, employees, and communities is demonstrated through our diverse, personalized, and responsive fee-based services, as well as our innovative and value-added products and services. How You'll Spend Your Time
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a bachelor's degree in finance or comparable field and 1-2 years of experience in investments/financial planning or 3-4 years equivalent work experience. Series 7 and Series 63/65 or 66, and Life, Long-Term Care, Health Insurance licensing required. Preference given to CFP, CFA, ChFC, MBA, and CLU professional designations.
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 contactrecruiting_coordinators@bokf.comwith any questions. |