BOKF operates seven bank subsidiaries in eight states with more than 180 locations throughout Albuquerque, Boulder, Colorado Springs, Dallas, Denver, Fayetteville, Fort Worth, Houston, Kansas City, Oklahoma City, Phoenix, Tulsa and Santa Fe. Additionally, it owns TransFund, the nation's 8th largest electronic funds transfer (ATM) network, which services over 380 financial institutions throughout 12 states. BOKF offers wealth management services nationwide with assets under management totaling $36 billion including $13.9 billion in discretionary assets. Wealth management includes BOSC, the largest broker/dealer in our FINRA district.
BOKFs continued growth can be attributed to focusing on core objectives which include investing in top talent, maintaining diverse revenue streams and expanding its regional presence with the goal of becoming the premiere financial services provider in each of its markets. Additional information can be obtained at www.bokf.com.
For almost 100 years, Bank of Oklahoma (BOk) has been the states premier financial institution. With more than 80 convenient locations and over 350 ATM throughout the state, we are Oklahomas most convenient bank and proud to play an integral part in the communities we serve. BOk is the largest mortgage originator in the state, the leading trust organization and has been nationally recognized as a model for providing investment options to our customers. Commercial banking continues to raise the bar in terms of customer service taking a consultative approach to every clients business needs. Ranked number one in deposit share with 12% of Oklahomas retail deposit base, we are fulfilling our mission statement by being the bank of choice for customers throughout Oklahoma. Apply today to join our team, at Bank of Oklahoma, youll understand why we say...Long Live a Great Career!
Bank of Oklahoma is currently seeking a senior level Financial Advisor/Investment Sales Officer for our Grove market. This territory has an established book of business that generates significant production revenue. We need an experienced Advisor that can come in and manage this book as well as market outside the firm for new business.
The primarily responsiby for the Financial Advisor/Investment Sales Officer is marketing and distributing investment securities to retail prospects and customers in order to ensure profitability and satisfy customers' financial objectives.
In addition, the Financial Advisor/Investment Sales Officer prospects outside the firm for new customer relationships, develops and maintains current relationships, develops referral sources within both bank and existing customer list, and provides advice to customers on securities purchases by informing them of current market trends and recommending appropriate investment strategies.
Other responsibilities include, maintaining a profitable level of sales to exceed the monthly draw and achieving annual objectives, and keeping informed of securities market trends, compliance and regulatory issues as well as customer needs.
Qualifications
- Comprehensive knowledge of securities products
- Excellent interpersonal, verbal and written communication skills
- Excellent customer service attitude and sales skills
- Active Series 7, 63 securities licenses and appropriate insurance licenses(s), and others as may be appropriate by sales situation
- Ability to assess specific customer needs, recommend appropriate investment strategies, offer products to meet those needs and compel customer to act upon those recommendations
- Ability to proactively communicate investment/insurance product benefits for customers to other bank personnel
- Excellent organizational skills with the ability to work under extreme pressures with strict time frames, and with high net worth entities
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 5-7 years experience in securities sales or 11-13 years equivalent work experience; Series 7 and 63 licensing, insurance and variable annuity licensing required.
For immediate consideration please send your word resume to at twilson@bokf.com .
We are proud to be an Equal Opportunity and Affirmative Action Employer.
