...building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
~ CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless...
Suggested
Remote job
...portfolio management, or 9-11 years equivalent work experience.
Preferred:
Completion, or progress toward completion, of the CFA, CFP, CIMA or equivalent.
Working Conditions & Physical Requirements
Office
BOK Financial Corporation Group is a stable and...
Suggested
Work experience placement
...client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional...
Suggested
Temporary work
Work experience placement
Local area
...as well as with external partners.
Desired Characteristics
Master’s degree in a related field, Chartered Financial Analyst (CFA) and/or Certified Treasury Professional (CTP) preferred.
Proven to be effective driving outcomes in large, matrixed organizations...
Suggested
Temporary work
Remote job
Relocation package