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independent wealth advisor<br /> <b><br>job id: inc, <li>bosc.youll enjoy the following benfeits:</p> <p > </p> <ul> <li>bosc, inc. we provide significant opportunity to sell municipal inventory both through our underwriting activities as well as our extensive, live secondary offerings. name);"><img name="img01" src="/images/buttons/apply.has emerged as one of the leading firms in the southwest, our full-serivce broker/dealer, inc, bosc.<li>you will be provided a dedicated regional manager whose primary role is to act as a business consultant and viable resource for growing your business. s. government secuirties, asset allocation programs, fee based brokerage accounts, separately managed accounts, equity investments, sophisticated hedging straetgies and life insuarnce, mutual funds, self-directed iras, tax-deferred annuities.offers a competitive payout structure that will be enhanced in your first year.<li>you will have access to a full suite of invetsment proudcts, including tax-exempt municipal bonds, u.inc, <li>bosc.provides all the support of a full-service broker/dealer in an environment that encourages and rewards entrepreneurial drive and initiative.you will have the opportunity to participate in bokfs benefit plan which includes medical, in addition, dental, vision, life insuarnce and 401(k).is a leading underwriter of municipal bonds, particularly in ok and tx.<li>maximizes cross-sell opportunities by attending/conducting meetings within otehr areas of the bank (as assigned) to educate employees on referral sklils and cusotmer benefits; successful in both giving and receiving viable cusotmer referrals. </li></ul><br /> <strong>qualifications</strong>:<br /> <p >this level of knowledge is normally acquired through the completion of a bachelors degree and 5+ years of experience in securities saels or 11+ years of equivalent work experience.inc, bosc.<li>maintains up-to-date familiarity with current securities markets and cusotmer nedes while providing all approrpiate and required disclosures, such as thsoe pertaining to invetsment risks, fees and non-fdic insurance. <li>ensures that all required customer documentation is complete and transactions are processed correctly and in a timely manner in accordance with regulatory standards and firm policies; resolves customer account and transaction issues; serves as contact person with quality service area in order to provide information and resolve issues. </p> <p > </p> <ul> <li>comprehensive knowledge of securities products <li>excellent interpersonal, verbal and written communciation sklils <li>excellent customer service atttiude and saels sklils <li>acitve seires 7, 63 securities licneses and approrpiate insurance licneses(s), and otehrs as may be approrpiate by sales situtaion <li>abiilty to asesss speicfic customer nedes, recommend appropriate investment strategies, ofefr products to meet thsoe needs and copmel customer to act upon those recommednations <li>abiilty to proacitvely commuincate investment/insurance proudct benefits for custmoers to other bank persnonel <li>excellent organiaztional skills, with the abiilty to work unedr exterme presusres with stirct time frmaes and with high net wotrh enttiies </li></ul><br /> <a > <br /><br /><b><a target="_blank" href="https://oklahoma-bokf.icims.com/jobs/3980/job" id="$job_id$" name="$job_title$" onclick="return trackclick(this.id,this.</b> 2011-3980 <br><b>location: </b> us-ok-tulsa<br /> <b>branch/office: </b> bok tower <br><b>average hours per week: </b> 40+<br /> <b>work schedule: </b> mon-fri 8-5 <br><b>posted date: </b> 9/16/2011<br /> <b>category: </b> investments <br /><br /> <br /> interested in this job opportunity? <ul> <li><a ><b>apply now!</b> will take about 5 minutes.sales assistants and dedicated back-office support are provided to our independent wealth advisors, <li>in most instances.insurance and variable annuity licensing required, series 7 and 63 licensing.inc, <li>bosc.</a> <li><a >email a friend about this opportunity</a></li></ul><br /> <b>job details:</b><br /> <strong>overview</strong>:<br /> <p ><strong>bank of oklahoma</strong> is building a new <strong><em>independent wealth advisor</em></strong> team in tulsa. <li>conducts business within the guidelines established by regulatory agencies and internal policies, including attending sales meetings, completing firm-required training sessions and continuing education, maintaining appropriate securities licensing in good standing; complies with correspondence, marketing and sales activity rules; notifies supervisory principal immediately of any customer complaint and/or regulatory inquiry. owns our own fixed income trading desks and our traders are compensated for distribution which translates into better execution for your clients. </li></ul><br /> <strong>responsibilities</strong>:<br /> <ul> <li>develops and maintains any current customer relationships; identifies and develops list of prospects; develops referral sources from within the bank and current customer list; conducts initial and ongoing client profile process with each to determine investment needs and objectives; markets investment securities as defined by the firm's eligible list to all three groups in a manner to meet or exceed defined sales productivity goals. will cover most of your out-of-pocket expenses as well as provide professional marketing materials and support to help you grow your business. inc, <li>bosc.</p> <p > </p> <p >as an independent wealth advisor for bosc, inc. the <strong>independent wealth advisor </strong>is primarily responsible for marketing and distributing investment securities to retail prospects and customers in order to ensure profitability and satisfy customers' financial objectives.jpg" border="0"></a></b>. offers the opportunity to earn reward and recognition trips, as well as a production-based year-end bonus.
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