2021 Accelerated Career Track - Wealth Management Associate (Dallas, TX)

BOK Financial

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2021 Accelerated Career Track - Wealth Management Associate (Dallas, TX)

Dallas, TX, US

Req ID: 56985 

Areas of Interest: Wealth Management 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

The 2021 Accelerated Career Track Associate is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in an intense 12-18 month development program, beginning in July 2021, designed to enhance financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal development programs and self-study courses in order to improve skills to be used on the job; specific focus on the Bank's operations, markets and strategies.

PRINCIPLE DUTIES AND RESPONSIBILITIES:

  1. Completes classroom training on various technical skills. Participates in specialized training on the diverse banking products offered by all divisions within BOKF. Completes formal training on the legal aspects of financial services.
  2. Prepares special reports and assumes special projects as may be assigned by the department manager. (May present data, analysis, draw conclusions, and make recommendations from financial information when required.) • Application-based projects with mentors and work groups such as financial analysis, spreading, system testing, and industry/company research. • Projects as requested and assigned by executives and senior leaders – including, but not limited to, rebuilding cash flow model, market expansion project research, efficiency project research, or the like.
  3. Receives general training to develop skills in the following areas: time management, effective presentations, negotiating, sales, leadership, communication, professionalism, and other topics as appropriate.
  4. Participates in the full cycle recruitment process for the ACT and Intern Programs including executing searches for top-talent, representing the organization at career fairs and recruiting events, on-campus presentations, and one-on-one interaction with potential candidates.
  5. Participates in organization overviews with managers and executives.
  6. Establishes and build relationships with managers, mentors, and peers.

KNOWLEDGE, SKILLS and ABILITIES:

  • Thorough understanding of generally accepted accounting and financial principles
  • Excellent PC skills including spreadsheet, database, and word processing applications
  • Excellent presentation skills with the ability to prepare and deliver persuasive oral and written reports and presentations
  • Ability to manage multiple priorities and resources to achieve outstanding results
  • Ability to interpret company policies, procedures and practices
  • Ability to work independently to achieve goals
  • Advanced people skills with the ability to communicate effectively with all levels of people both internally and externally.

This level of knowledge is normally acquired through completion of a Bachelor's degree with an overall GPA of 3.2 including 9 hours of accounting.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

TOP 3 REASONS TO APPLY

Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

ABOUT BOK FINANCIAL

BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998

Nearest Major Market: Dallas

Nearest Secondary Market: Fort Worth

Job Segment: Manager, Bank, Banking, Database, Data Analyst, Management, Finance, Technology, Data

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Confirmed 8 hours ago. Posted 30+ days ago.

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