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Financial Planner II

Dallas, TX, US

Req ID: 50556 

Areas of Interest: Brokerage Services; Investment Management; Wealth Management 

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.                  .

The Financial Planner II performs a broad range of data input and financial planning support duties. Assigned tasks are generally focused on assisting Financial Planner III or IV in preparation and conducting middle to upper-middle class client meetings and overall financial planning. Performs analysis of client relationships including but not limited to; investment options, cash flows, net worth and estate planning. Financial Planner II helps to conduct financial planning research and helps develop systems and processes. Generally operates under guidance of the financial planner but independently sets goals and priorities. Delegates appropriate tasks to Financial Planner I and ensure details of assigned tasks are performed with accuracy and follow-through. Working knowledge of the organization’s policies and practices are essential in order to perform these job functions.

 

PRINCIPAL DUTIES AND RESPONSIBILITIES:         

Majority of duties performed, but not meant to be all-inclusive nor prevent other duties from being assigned as necessary.  Non-essential functions identified with an asterisk '*'

  1. Assists advisors with client meetings by; loading necessary data into various software programs, set up and operation of computer during meeting, and assisting with creation of presentation material.     
  2. Leads appropriate level client meetings as directed.       
  3. Responds to client calls/emails and assists with client issues outside of meetings, as directed.    
  4. Performs financial planning research and helps to develop internal systems and processes         
  5. Assist with client paperwork, analysis of clients’ cash flow, insurance documents, and net worth statements, as directed.       

 

KNOWLEDGE, SKILLS and ABILITIES:

Minimum education, experience, technical and communication skill levels and licenses/certificates normally required to perform the duties of this position

  • Knowledge of: Financial Planning, Banking, and Finances in general
  • Advanced PC and software application skills; ability to create graphs, presentations, and reports              
  • Good interpersonal, verbal, and written communication skills
  • Ability to handle multiple tasks in a competent and professional manner as well as delegate tasks appropriately
  • Continuing education, and Networking

 

This level of knowledge is normally acquired through completion of a Bachelor’s degree or 5 years equivalent experience in the financial industry.

               

Preferred:  Completion, or progress toward completion, of NASD Series 65, CFA, CFP, or equivalent.

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.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

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 at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.

FACTS:

  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017



Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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

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