Private Wealth Associate Job at BOK Financial, Oklahoma City, OK

ZDNLdTU4R1lXVkRQN1FFSDNDRUt1U0lGZ0E9PQ==
  • BOK Financial
  • Oklahoma City, OK

Job Description

Req ID:  75721 

Location:   Oklahoma City -OKC  

Areas of Interest:  Wealth Management; Investment Management; Project Management  

Pay Transparency Salary Range:   Not Available  

Application Deadline:  11/22/2024

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®.

Bonus Type

Formula Based

Summary

We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Private Wealth Associate is an “apprentice” role within Private Wealth and can be located within any department (Private Banking, Personal Trust, Investment Management or Wealth Advisors). The role is designed to teach the specific policies and operating procedures within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent. This particular PW Associate is going to be assisting with project work associate with data within Private Wealth. They will be responsible for data mining, dashboard creation, analytical evaluation and more. 

Team Culture

Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization. Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success.

How You'll Spend Your Time

  • You’ll partner with Private  Wealth Leadership to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
  • You will be collecting and analyzing data for special projects throughout Private Wealth and creating dashboards within Power BI to understand and digest multiple data sets. 
  • You’ll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
  • You’ll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience.

  • Basic knowledge of various securities and investment-related products and services.
  • Advanced Excel, SQL and Power Bi experience needed. 
  • Basic knowledge of trust concepts and application to Personal Trust.
  • Basic understanding of lending practices and policies, loan documentation requirements and regulations.
  • Ability to assess specific customer needs, recommend and offer appropriate products and prepare client and new business presentation material
  • Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software.
  • Extremely strong oral and written communication skills, including interpersonal skills

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. 

Job Tags

Apprenticeship,

Similar Jobs

Enshi Pingdu E-commerce Co., Ltd.

model Job at Enshi Pingdu E-commerce Co., Ltd.

1. Have a good image and temperament, can adapt to different styles of short video production2. Able to quickly learn and master shooting skills and product knowledge3. Have a strong sense of teamwork and can effectively communicate with team members 1. Participate in...

Milton Hershey School

Residential Youth Caregiver - Relocation to Hershey, PA Required Job at Milton Hershey School

Description: Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing, meals, and moreand all costs are covered. Thanks...

destinationone Consulting

Health Policy Analyst Job at destinationone Consulting

 ...recruiters can quickly match you with suitable roles when they arise. Location: Various locations across Colorado Health Policy Analysts research and analyze health policies to promote effective public health initiatives and reforms. Key Responsibilities:... 

Focused Staffing

School Psychologist Job at Focused Staffing

 ...Position: School Psychologist - Part-Time COMPENSATION: Pays up to $70 per hour School Psychologist will be responsible for working with scholars in grades K-8 at their assigned campus primarily focusing on assessing and identifying scholars that are eligible for... 

CHRISTUS Health

Social Worker MSW II, Acute Psych Adult - Full time Job at CHRISTUS Health

Description Summary: Provides Social Services to Behavioral Health Services Department...  ...Counselor, Licensed Clinical Social Worker or Master of Social Worker preferred. An...  ...CHRISTUS Health CHRISTUS HEALTH is an international Catholic, faith-based, not-for-profit health...