Highlights
The Premier Relationship Consultant is primarily responsible for improving the delivery of Financial Planning products and services for an assigned group of banking centers by planning, designing, communicating, and executing a specific scope of activities such as training, coaching, business development, and skill assessments. This will cover a range of financial planning categories, including helping clients manage cash flow, invest properly, retire comfortably, and protect themselves from an unforeseen expense and emergency.
Numbers & Facts
| Location | Dallas, TX |
| Industry | Banking |
| Company Size | 5,000 to 9,999 employees |
| Website | http://www.bokf.com |
Description
Req ID: 78856
Location: Dallas -DAL, Houston -HOUS
Areas of Interest: Financial Advisor; Relationship Management; Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 12/31/2026
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
Discretionary
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Premier Relationship Consultant (PRC). If you are a people person and relationship builder, this role is for you!
Job Description
The Premier Relationship Consultant is primarily responsible for improving the delivery of Financial Planning products and services for an assigned group of banking centers by planning, designing, communicating, and executing a specific scope of activities such as training, coaching, business development, and skill assessments. This will cover a range of financial planning categories, including helping clients manage cash flow, invest properly, retire comfortably, and protect themselves from an unforeseen expense and emergency.
The Premier Relationship Consultant will also support the Investment Services team with a variety of training needs, and business development activities. The Premier Relationship Consultant is both a producer and expert resource for BOKFA, and the Branch Delivery Channel
The Premier Relationship Consultant will be primarily responsible for driving sals and revenue growth across all branches within thier assigned footprint. This role requires regular travel throuhout the assigned market to provide in-person sales coaching, relationship managment support, and branch partnership. Additionally, the consultant will periodically support other markets and the broker-dealer platform through on-site and remote engagement as business needs dictate.
Team Culture
Collaboration and inclusion are the keys to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.
How Youll Spend Your Time
- You'll establish a training module and improve consumer branches' consultative selling skills.
- You'll make outbound calls, when necessary, to participants to follow up on previous conversations.
- You'll provide exceptional customer service and be a problem solver. This will require a strong knowledge of the financial planning process and highly developed organizational skills.
- You'll update the Enterprise Referral system with timely feedback and the disposition of referrals.
- You'll listen to participant calls with consumer branches to provide coaching and training to help agents identify referral opportunities.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree and 1-2 years of experience in investments/financial planning or 4-7 years equivalent work experience.
Working Conditions & Physical Requirements
Office
BOK Financial Corporation Group is 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 today and 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 contact recruiting_coordinators@bokf.com with any questions.
About Company
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.