Financial Advisor
Location: Fort Worth
Posted on: June 23, 2025
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Job Description:
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®. Bonus Type This
position typically pays a salary/draw against commission. Summary
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. You make
the most out of every opportunity. Bring your knowledge, skills,
and abilities to us as a Financial Advisor. You’ll be positioned
for a great career! Job Description 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. Team Culture There is incredible tenure and
leadership on this team. Operations is front and center to help you
solve problems immediately. We’ve created a safe space for the team
to brainstorm, ask questions, and find solutions. Everyone pulls
together, no matter what role or level. There is genuine care and
concern for a job well done and lifting up one another to become
better. Our philosophy is built around three simple truths to
ensure we always do the best for clients. 1) Relationships begin
with knowledge. 2) Process – not products – leads to objective
advice. 3) Proactive oversight and communication produce results.
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 can maximize your potential
with us. How Youll Spend Your Time 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. Education & Experience Requirements 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. Working Conditions & Physical Requirements 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! 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.
Keywords: , Lewisville , Financial Advisor, Accounting, Auditing , Fort Worth, Texas
