Overland Park, KS30+ days ago
em> Knowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting Excellent decision making and problem-solving skills * Excellent oral, written and communication skills, including interpersonal skills 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. Req ID: 76739 Areas of Interest: Business Development; Financial Advisor; Investment Management; Investment Sales; Portfolio Management; Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 Recruiter: Emily Headrick Farley Hiring Manager: Victoria Ungashick Job Grade: 08 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc.