Investment Sales Associate

BOK Financial

Tulsa, OK

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JOB DETAILS

SALARY

$60,000–$75,000 Per Year

LOCATION

Tulsa, OK

POSTED

30+ days ago

Req ID:76045 Location:Denver -DEN Areas of Interest:Investment Sales Pay Transparency Salary Range:$60,000 - $75,000 Application Deadline:03/31/2025 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 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 will lead a new product specific sales program. This role involves identifying value targets, developing a strategic engagement plan, closing new business, and tracking progress monthly through reports on meetings and relationships established. Must hold SIE and Series 52 or be able to quickly obtain the 52. 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 Must hold SIE, Series 7, and 63 licenses. Obtaining a Series 52 license will be required within the first few months of employment. Working Conditions & Physical Requirements Office BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply todayand take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status. Please contactrecruiting_coordinators@bokf.comwith any questions. 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.

About the Company

BOK Financial

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

We believe that no financial challenge is too big and no opportunity too small to make an impact. 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.

COMPANY SIZE

5,000 to 9,999 employees

INDUSTRY

Banking

WEBSITE

http://www.bokf.com