BOK Financial Corporation
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Location:
Houston -HOUS Areas of Interest:
Financial Advisor Pay Transparency Salary Range:
Not Available Application Deadline:
05/30/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.; and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial. Bonus Type
This position typically pays a salary/draw against commission. Summary
You value building meaningful relationships and leverage excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great career! Job Description
The
Financial Advisor
is responsible for providing excellent customer service by guiding clients toward their financial goals through holistic financial planning and advice. Additionally, the Financial Advisor prospecting new clients to increase assets under management via referrals and outside business opportunities. Team Culture
Our team boasts incredible tenure and leadership. Operations support is immediate, and we've fostered a safe space for brainstorming, questions, and solutions. Everyone collaborates, regardless of role or level. We genuinely care about a job well done and supporting each other. Our philosophy revolves around three principles: 1) Relationships begin with knowledge. 2) Process—not products—leads to objective advice. 3) Proactive oversight and communication produce results. Success involves adding the right people, trusting their abilities, providing the best tools, and helping them achieve their goals and dreams. Maximize your potential with us. How You'll Spend Your Time
Meeting with clients to understand their financial goals. Preparing presentations and utilizing databases to understand products and sales approaches. Maintaining familiarity with securities portfolios for optimal marketing. Completing training, maintaining licenses, complying with regulations, and reporting issues promptly. Education & Experience Requirements
A Bachelor's Degree in Finance or a related field, plus 1-2 years of securities sales experience, or 7-8 years of equivalent education and experience. Working Conditions & Physical Requirements
Office environment. BOK Financial Corporation Group offers excellent training and development to support long-term careers. Join us to make an impact on the bank, customers, and your career! Equal opportunity employer committed to diversity and inclusion. We value investing in talent and building a great workplace. Founded in Tulsa, Oklahoma, we’ve grown into a diversified financial services company serving various clients across an eight-state footprint with over 5,000 team members, assets of $49.7 billion, and assets under management of $114.6 billion. In 2024, we donated $8 million to nonprofits and logged 59,000 volunteer hours.
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Houston -HOUS Areas of Interest:
Financial Advisor Pay Transparency Salary Range:
Not Available Application Deadline:
05/30/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.; and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial. Bonus Type
This position typically pays a salary/draw against commission. Summary
You value building meaningful relationships and leverage excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great career! Job Description
The
Financial Advisor
is responsible for providing excellent customer service by guiding clients toward their financial goals through holistic financial planning and advice. Additionally, the Financial Advisor prospecting new clients to increase assets under management via referrals and outside business opportunities. Team Culture
Our team boasts incredible tenure and leadership. Operations support is immediate, and we've fostered a safe space for brainstorming, questions, and solutions. Everyone collaborates, regardless of role or level. We genuinely care about a job well done and supporting each other. Our philosophy revolves around three principles: 1) Relationships begin with knowledge. 2) Process—not products—leads to objective advice. 3) Proactive oversight and communication produce results. Success involves adding the right people, trusting their abilities, providing the best tools, and helping them achieve their goals and dreams. Maximize your potential with us. How You'll Spend Your Time
Meeting with clients to understand their financial goals. Preparing presentations and utilizing databases to understand products and sales approaches. Maintaining familiarity with securities portfolios for optimal marketing. Completing training, maintaining licenses, complying with regulations, and reporting issues promptly. Education & Experience Requirements
A Bachelor's Degree in Finance or a related field, plus 1-2 years of securities sales experience, or 7-8 years of equivalent education and experience. Working Conditions & Physical Requirements
Office environment. BOK Financial Corporation Group offers excellent training and development to support long-term careers. Join us to make an impact on the bank, customers, and your career! Equal opportunity employer committed to diversity and inclusion. We value investing in talent and building a great workplace. Founded in Tulsa, Oklahoma, we’ve grown into a diversified financial services company serving various clients across an eight-state footprint with over 5,000 team members, assets of $49.7 billion, and assets under management of $114.6 billion. In 2024, we donated $8 million to nonprofits and logged 59,000 volunteer hours.
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