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Financial Advisor

Dallas, TX, US

Req ID: 60454 

Job Location: Dallas, Frisco, Fort Worth Dallas TX 

Areas of Interest: Brokerage Services; Financial Advisor 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

Bonus Type

This position typically pays a salary/draw against commission.

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. You’ll be positioned for a great career!

About the Role

In this client-centric role, you will change people’s lives by guiding them toward their short and long-term financial goals. You are the expert for financial advice and planning. New business development and referrals will lead to your financial success. You will work with internal Consumer partners for referrals and will prospect externally for new clients.   

What You Can Expect

You will provide ethical and objective financial advice to clients through comprehensive financial planning and investment strategy to maximize their investment performance for their income, insurance needs, financial objectives, tax status, and risk tolerance. You will adhere to regulatory standards and company policies to ensure all customer documentation is complete and time-sensitive transactions are processed correctly.

Maintaining and developing relationships with current clients, identifying prospects, and working referral centers of influence will position you to hit your sales targets. You will partner with various lines of business and maximize relationships by attending or conducting meetings within other areas of the bank to educate employees on referral skills and customer benefits.

Team Culture

There is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. We’ve 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 You'll 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.
  • You’ll 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.

We'd Like to Talk to You

RELATIONSHIP BUILDER: 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, investigating, and asking the right questions to determine a client’s financial picture and how to advise them to achieve their financial goals.

BUSINESS DEVELOPMENT:  You will generate new business and cross-sell to existing clients to produce significant revenue for the bank.

FINANCIAL LICENSING: FINRA Series 7, FINRA series 63 or 65, and Life/Health insurance for financial professionals.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a 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.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 

Apply today and take the first step towards your next career opportunity!
 
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority for us.


  • Empowered employees
  • Award-winning culture
  • Community commitment



Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998



Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Financial, Bank, Banking, Financial Planner, Financial Advisor, Finance

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