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Investment Sales Associate

Oklahoma City, OK, US

Req ID: 66961 

Job Location: Oklahoma City Oklahoma City OK 

Areas of Interest: Brokerage Services 

Colorado Base Salary Range: Not Available 

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

Formula Based

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.  We have an exciting opportunity awaiting someone like you!  

Job Description

The Investment Sales Associate is responsible for a variety of assigned duties working under the guidance and mentorship of the Sales Manager and Senior Sales Officers.  This role requires the individual to have MSRB Series 52, SIE Exam, NASD Series 7 licensing and series 63 licenses.  The associate will participate in an elevated training program designed to develop and prepare for a career as an Investment Sales Officer.   The associate is responsible for obtaining knowledge as well as developing relationships over the program lifecycle in order to represent a full range of fixed income knowledge.  This includes participation in ‘Institutional Sales Officer New Hire Training ‘, as well as advanced training calls known as ‘New Hire Development’ (NDP).  The Investment Sales Associate will be provided training and guidance focused on the Fixed Income market, including but not limited to: sales training, client presentations, marketing strategies, overcoming objections, networking, industry knowledge, compliance and client pipeline management. 

Team Culture

We act as trusted advisors for our clients and communities while using our disciplined approach and business savvy to make the right decisions. We are inspired by our team's entrepreneurial spirit. 

How You'll Spend Your Time

  • You will work to develop relationships and knowledge in the fixed income space
  • You will be fully educated to represent the fixed income lifecycle
  • You will be familiar with the customer base of the Investment Sales Officers 
  • You will present and deliver customer presentations
  • You will call and have communication with contacts of sale of securities with prospective customers 

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in Finance or related field of study and ­­0-1 years of directly related experience in fixed income securities ­­­­­­and/or 4-5 years of experience or equivalent combination of education and experience.

  • General knowledge of primary investment markets, products, and services and the ability to determine specific customer needs, implement strategies, and offer products to meet those needs
  • Basic knowledge of taxable and tax-free bond sales
  • Excellent PC skills including word processing and spreadsheet applications
  • Excellent customer relations and sales skills
  • Excellent interpersonal, verbal, and written communication skills
  • Required MSRB Series 52, SIE Exam, NASD Series 7 licensing and series 63 license

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!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
 
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: Oklahoma City
Nearest Secondary Market: Oklahoma

Job Segment: Series 7, Investment, Bank, Banking, Finance

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