Investment Sales Associate 76045
Investment Sales Associate 76045
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$ 60000 - 75000
1 Vacancy
Job Description
Req ID:76045
Location:Denver DEN
Areas of Interest:Investment Sales
Pay Transparency Salary Range:$60000 $75000
Application Deadline:03/31/2025
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
Summary
If you are looking for a job that combines a passion for innovation an opportunity for growth and a culture of teamwork then youve come to the right place. We have an exciting opportunity awaiting someone like you!
Job Description
The Investment Sales Associate will lead a new product specific sales program. This role involves identifying value targets developing a strategic engagement plan closing new business and tracking progress monthly through reports on meetings and relationships established.
Must hold SIE Series 7 and 63 licenses. Obtaining a Series 52 license will be required within the first few months of employment.
Team Culture
We act as trusted advisors for our clients and communities while using our disciplined approach and business savvy to make the right decisions. We are inspired by our teams entrepreneurial spirit.
How Youll Spend Your Time
- You will work to develop relationships and knowledge in the fixed income space
- You will be fully educated to represent the fixed income lifecycle
- You will be familiar with the customer base of the Investment Sales Officers
- You will present and deliver customer presentations
- You will call and have communication with contacts of sale of securities with prospective customers
Education & Experience Requirements
This level of knowledge is normally acquired through completion of Bachelors Degree in Finance or related field of study and 01 years of directly related experience in fixed income securities and/or 45 years of experience or equivalent combination of education and experience.
- General knowledge of primary investment markets products and services and the ability to determine specific customer needs implement strategies and offer products to meet those needs
- Basic knowledge of taxable and taxfree bond sales
- Excellent PC skills including word processing and spreadsheet applications
- Excellent customer relations and sales skills
- Excellent interpersonal verbal and written communication skills
- Must hold SIE Series 7 and 63 licenses. Obtaining a Series 52 license will be required within the first few months of employment.
Working Conditions & Physical Requirements
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!
Apply todayand take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status.
Required Experience:
IC
Employment Type
Full-Time
