Financial Advisor (76521)
Financial Advisor (76521)
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Req ID:76521
Location:Houston -HOUS
Areas of Interest:Financial Advisor
Pay Transparency Salary Range:Not Available
Application Deadline:05/30/2025
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
You place great value on building meaningful relationships and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge skills and abilities to us as a Financial Advisor. Youll be positioned for a great career!
Job Description
The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice. In addition the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities.
Team Culture
There is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. Weve created a safe space for the team to brainstorm ask questions and find solutions. Everyone pulls together no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.
Our philosophy is built around three simple truths to ensure we always do the best for clients. 1) Relationships begin with knowledge. 2) Process not products leads to objective advice. 3) Proactive oversight and communication produce results.
Success is adding the right people to the team having confidence in their abilities providing them the best tools and helping them achieve their goals and dreams. You can maximize your potential with us.
How Youll Spend Your Time
- You will meet with clients to understand their financial goals and objectives.
- You will prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.
- Youll maintain an up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential.
- You will complete required training sessions and continuing education keep securities licensing in good standing comply with correspondence marketing and sales activity rules and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
Required Licenses: SIE Series 7 & 66.
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:
Unclear Seniority
Employment Type
Full-Time
