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Albuquerque

    Financial Planning Advisor - Albuquerque, NM, United States - BOK Financial

    BOK Financial
    BOK Financial Albuquerque, NM, United States

    2 weeks ago

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    Description
    Financial Advisor

    Application Deadline: 04/27/2024

    BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (


    NASDAQ:

    based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.

    This position typically pays a salary/draw against commission.
    You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. Bring your knowledge, skills, and abilities to us as a Financial Advisor.

    The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice.

    In addition, the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities.

    Operations is front and center to help you solve problems immediately.

    Success is adding the right people to the team, having confidence in their abilities, providing them the best tools, and helping them achieve their goals and dreams.

    You will meet with clients to understand their financial goals and objectives.

    You will prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.

    You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.

    This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and ­­1-2 years of directly related experience in ­­­­­­­­­­­­­securities sales or 7-8 years of equivalent combination of education and experience.

    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

    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.

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