Financial Advisor

BOK Financial
Albuquerque, NM
Category Insurance
Job Description
The Financial Advisor is responsible for providing excellent customer service, guiding clients towards their financial goals, and prospecting new clients. This role involves holistic financial planning, financial advice, and maintaining up-to-date knowledge of securities portfolios. The company emphasizes building relationships, offering sound advice, and proactive problem-solving.

Requirements

  • Bachelor’s Degree in Finance or related field of study
  • 1-2 years of directly related experience in securities sales or 7-8 years of equivalent education and experience
  • Experience with databases and financial software
  • Knowledge of current securities portfolio

Benefits

  • Industry-leading benefits
  • Community commitment
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