Director, Financial Planning

Date: Jan 10, 2018

Location: Overland Park, KS, US

Req ID: 40248 

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.                  .

The Director, Financial Planning is primarily responsible for developing and managing financial planning team members who provide consultative wealth advisory strategies to clients throughout the BOKF franchise. This position also delivers financial planning services to target clients.

  1. Develops and manages financial planning team members across the BOKF franchise. Coordinates training and development of Trust Officers, Client Advisors and Financial Planners as specifically relating to financial planning strategies.
  2. Delivers sophisticated financial planning and wealth preservation advice to target clients.
  3. Explores opportunities for networking and business development.
  4. Keeps current with laws related to all areas of financial planning; successfully completes educational or development training; participates in and supports special projects, as requested; provides input and participates in quality improvement.

  • Extensive knowledge of: Financial Planning, Banking, and Finances in general.
  • Advanced PC and software application skills; ability to create graphs, presentations, and reports.
  • Excellent 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 and 8-10 years relevant experience or 14+ years equivalent experience in the financial industry. PREFERRED: • Professional Certification

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 with any questions. 




Nearest Major Market: Olathe
Nearest Secondary Market: Kansas City

Job Segment: Financial, Manager, Bank, Banking, Finance, Management