Req ID: 75316
Location: Tulsa -TUL
Areas of Interest: Sales
Pay Transparency Salary Range: Not Available
Application Deadline: 10/31/2024
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Formula Based
BOK Financial has a growing portfolio of services and clients, offers investment solutions for businesses, individuals, and institutions. The company is seeking a passionate wealth management professional to distribute Cavanal Hill mutual funds and separately managed account strategies through various channels, developing relationships primarily through outbound communication. With over a century of experience, BOK Financial helps clients manage operations, mitigate risk, and seize growth opportunities.
The Mutual Fund Internal Wholesaler is responsible for the distribution of the Cavanal Hill mutual funds through financial advisors affiliated with, but not limited to, Broker/Dealers, Registered Investment Advisors, Trust Companies, Banks or other assigned distribution channels. The Mutual Fund Internal Wholesaler is also responsible for the distribution of the Cavanal Hill Investment Management Separately Managed Account (SMA) strategies as assigned by the Director of Sales. The Mutual Fund Internal Wholesaler will work from a company provided office and will cover an assigned distribution channel where he or she will develop relationships with financial services professionals primarily through outbound calls, email and written correspondence. The Mutual Fund Internal Wholesaler may, at the discretion of the Director of Sales, act in a hybrid role, calling on financial services professionals affiliated with BOKF, NA or other Broker/Dealers.
BOK Financial promotes a collaborative culture with mentorship and support from managers, emphasizing accuracy, initiative, and community involvement. The company offers growth opportunities and values teamwork. BOK Financial Wealth Management distinguishes itself by providing sophisticated products, fostering long-term relationships with clients, and demonstrating commitment to creating value through diverse, personalized services and innovative products.
This level of knowledge and skill is normally acquired through the completion of a Bachelor’s Degree in Business Administration, Finance, Economics, Marketing or other related discipline with a minimum of 3 years industry experience. Preference will be given to those applicants that fulfill those essential elements and who have obtained a Masters Degree in Business Administration or other related discipline or have earned a designation such as CFA, CFP, CMFC or CFS and have demonstrated a successful sales history. A Series 7 and 66 or a Series 7, 63 and 65 are required. Will also accept a Series 6, 63 and 65.
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!
Apply today and take the first step towards your next career opportunity!
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.
Please contact [email protected] with any questions.
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