Financial Advisor

BOK Financial•Denver, CO

58d•Onsite

About The Position

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. 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®.

Requirements

Bachelor’s 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.
Excellent interpersonal skills.
Knowledge of financial planning and advice.
Ability to prospect new clients.
Familiarity with current securities portfolio.
Ability to complete required training sessions and continuing education.
Ability to keep securities licensing in good standing.
Compliance with correspondence, marketing and sales activity rules.
Ability to notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.

Nice To Haves

Leveraging your excellent interpersonal skills.
Helping others by offering sound advice.
Making the most out of every opportunity.

Responsibilities

Provide excellent customer service by guiding clients toward their short and long-term financial goals through holistic financial planning and financial advice.
Prospect new clients to add to assets under management through referral and/or outside business opportunities.
Meet with clients to understand their financial goals and objectives.
Prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.
Maintain an up-to-date familiarity with the current securities portfolio to ensure optimum marketing potential.
Complete required training sessions and continuing education.
Keep securities licensing in good standing.
Comply with correspondence, marketing and sales activity rules.
Notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.