UNKNOWN

FEED

This level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience. 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.

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

BOK Financial Corp

Trust Officer

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ADAPTED_NOW

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.

YEAR

Osaic

Vice President, Regional Advisory Consultant South

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. DUTIES and RESPONSIBILITIES: Provide administrative coverage for a FA/PWA/team including: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed).

Morgan Stanley

Team Administrator

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Client Relationship Analyst

Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

Wealth Advisor Jobs in Oklahoma

Trust Officer BOK Financial Corp

Vice President, Regional Advisory Consultant South Osaic

Team Administrator Morgan Stanley

Client Relationship Analyst Morgan Stanley

Senior Regional Pharmacy Consultant Hub International

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