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Investment Banker

Houston, TX, US

Req ID: 67692 

Job Location: Houston Houston TX 

Areas of Interest: Investment Sales 

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


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 financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Banker. You’ll be positioned for a great career!

Job Description

The Investment Banker is primarily responsible for advising  their clients on high level issues of financial organization; responsible for managing  the issuance of bonds;  recommends and executes strategies for taking over and merging with other companies, and handles selling a company’s stock to the public. The work thus involves lots of financial analysis, and a strong background in finance and economics is a necessity.  Personal and strategic skills are vital; serves as strategists for clients, helping them develop their financial plans as well as implement them.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities. 

We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial's generous contributions to local organizations and the numerous ways we give back.  You'll be front and center representing the bank and our brand in the market you serve. 

How You'll Spend Your Time

  • You will advise clients on high-level issues of the financial organization; recommend and execute strategies for taking over and merging with other companies. You will help with developing financial plans as well as implementing them, and developing strategies for clients. 
  • You will facilitate the growth and development of the investment line of business through customer acquisition and on-going customer account management. You will develop new business through identifying and calling on existing or prospective customers; promotes and cross-sell Bank's services. 
  • You will prepare and review documentation; provides bond structure recommendations; prepare proposals and credit presentations. You will evaluate customer needs and develop investment strategies; work with Senior Investment Bankers and clients to develop financial strategies in a team-oriented environment.  You will participate in training sessions, sales meetings and related group interactions within the department designed to improve performance. 
  • You will participate in broker/dealer required training sessions and continuing education classes. 

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree in Finance, Economics and/or Accounting and a minimum of 3 years demonstrated work experience in sales, marketing and trading of investments and/or Commercial Banking/Finance. Demonstrated ability to sell products/services within the financial services industry.

Requires NASD Series 7, 63, 65, Life Insurance and Long Term Care licenses

Working Conditions & Physical Requirements


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 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: Houston

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

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