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Financial Planner

Phoenix, AZ, US

Req ID: 60941 

Job Location: Remote: Denver, Dallas, Houston, Tulsa, OKC, KC, ABQ Phoenix AZ 

Areas of Interest: 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.                  .

Base Salary Range

This position is open to remote markets, please reach out to the recruiter for more information on the salary range.

Bonus Type

Formula Based


You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Financial Planner II.

About the Role

As a Financial Planner II you will perform a broad range of financial planning duties. You’ll partner with internal partners and financial planning clients to make dreams come true.

You will serve as the lead planner on appropriate level cases or as the plan builder where a more experienced planner is taking the lead. You will work independently, with guidance as needed from more experienced planners.

What You Can Expect

Acting as a trusted advisor, finding and recommending the right financial solutions to help our clients grow, preserve, and protect their wealth is what you’ll do as a Financial Planner II.

We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

Team Culture

Our integrity, leadership, focus, and respect for one another are a winning combination.  In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones.

How You'll Spend Your Time

  • You will work closely with the client relationship manager, prepare for client meetings by gathering client data, entering data into various software programs, building financial plans, analyzing the client’s financial situation, and creating recommendations and identifying opportunities
  • You’ll build relationships with internal partners by clearly communicating financial planning offering and helping identify opportunities to introduce financial planning to clients.
  • You will take a leadership role in training and mentoring junior planners with an emphasis in all technical aspects of financial planning, including plan building and scenario modeling, as well as following team systems and processes.
  • You will perform financial planning research and assist in other tasks and projects as needed to support the financial planning team. 
  • You’ll help develop and maintain internal systems and processes, including CRM.
  • You will demonstrate accountability for tracking all aspects of the financial planning process, including identifying new business closed with the assistance of financial planning.
  • You will help grow existing client and prospective client relationships by identifying opportunities for additional products and services.

We'd Like to Talk to You

PLANNING ACUMEN: Demonstrate the ability to conduct client discovery meetings and to present financial plans to high net worth clients. Completion, or progress toward completion of CFP®.

COMMUNICATION: You will need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.

PROBLEM SOLVER: You will need to use skillful questioning to draw out information and make informed decisions to resolve issues.

RELATIONSHIP BUILDER: Relate to any audience and build trust by leveraging strong interpersonal skills and a high level of integrity.

TECHNICAL EXPERTISE: You’ll need proficiency with MS Office, CRM, virtual meeting software, and financial planning software including eMoney and/or MoneyGuidePro

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 2-5 years’ experience in a financial planning role along with completion of CFP® required coursework.

Preferred:  Completion, or progress toward completion of CFP®.

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. 


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.


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


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.


  • 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: Phoenix

Job Segment: Financial, Bank, Banking, Financial Planner, Relationship Manager, Finance, Customer Service

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