Financial Planner I

Req ID: 76350

Location: Tulsa -TUL, Albuquerque -ALBQ, Austin -AUS, Belen -BELE, Bellaire -BELL, Broken Arrow -BARW, Dallas -DAL, Edmond -EDMO, Enid -ENID, Eufaula -EUF, Fayetteville -FAY, Fort Worth -FTWT, Houston -HOUS, Irving -IRV, Jenks -JNKS, Kansas City -KSCY, Katy -KATY, Lakewood -LAKE, Las Cruces -LASC, Lees Summit -LEES, McAlester -MCAL, McKinney -MCKI, Midwest City -MDWC, Moore -MOOR, Muskogee -MUSK

Areas of Interest: Finance

Pay Transparency Salary Range: Not Available

Application Deadline: 04/30/2025

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

BOKF Performance Plan (D02)

Summary

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Financial Planner I.

Job Description

The Financial Planner I performs a full range of data input, financial planning, record keeping, administrative and support duties. Assigned tasks are generally assisting more senior financial planners in preparation of financial plans for high net worth clients. The Financial Planner I operates under the guidance of a more senior financial planner to ensure details of assigned tasks are performed with accuracy and follow-through. Their primary function is to leverage the time of more senior planners and create capacity while building their technical skills and financial planning knowledge base through preparation for the CFP® exam.

Team Culture

Our integrity, leadership, focus, and respect for one another are a winning combination. In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones.

How You'll Spend Your Time

• You will perform financial planning research and assist in tasks and projects as needed to support the financial planning team
• You will prepare for client meetings, enter data and analyze client information while helping prepare financial plans
• You will help maintain internal systems and processes
• You will assist with administrative duties such as scheduling meetings, preparing and maintaining meeting agendas and minutes, maintaining files and operation during meetings
• You will help grow existing client and prospective client relationships

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a

• Bachelor’s degree and 0-2 years of equivalent experience. Bachelor degree in personal financial planning, finance, business, accounting or related discipline.
• Basic working knowledge of: Financial Planning, Banking and Finances in General
• Knowledge of the firm’s financial planning and other core systems.
• Microsoft Office and other software application skills, including ability to create graphs, presentations, and reports. Proficiency in Microsoft Excel.
• Ability to perform basic financial analyses.
• Familiarity with financial planning software applications.
• Ability to quickly learn new applications, including CRM and virtual meeting technologies.
• Good interpersonal, verbal, and written communication skills
• Ability to work effectively with a team
• Ability to prioritize tasks, work efficiently and consistently meet deadlines.

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.

Please contact recruiting_coordinators@bokf.com with any questions.