BOK Financial · 6 hours ago
Financial Advisor
Denver, CO
Full-time
Onsite
Entry, Mid Level
$100K/yr - $100K/yr
1+ years expBOK Financial is a stable and financially strong organization that provides excellent training and development. The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals through holistic financial planning and advice.
BankingCredit CardsFinancial Services
Responsibilities
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’ll maintain an up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential
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
Qualification
Required
Bachelor's Degree in Finance or related field of study
1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience
Excellent interpersonal skills
Ability to provide excellent customer service
Knowledge of holistic financial planning and financial advice
Ability to prospect new clients
Maintain securities licensing in good standing
Complete required training sessions and continuing education
Comply with correspondence, marketing and sales activity rules
Notify supervisory principal immediately of any customer complaint and/or regulatory inquiry
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
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