Financial Planner II

Req ID: 60447 

Job Location: Denver Denver CO 

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.                  .

Base Salary Range $58,416 - $85,140Bonus Type Formula BasedSummary

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Financial Planner II.

About the Role

As a Financial Planner II you will perform a broad range of financial planning duties. You’ll partner with internal partners and financial planning clients to make dreams come true.

You will serve as the lead planner on appropriate level cases or as the plan builder where a more experienced planner is taking the lead. You will work independently, with guidance as needed from more experienced planners.

What You Can Expect

Acting as a trusted advisor, finding and recommending the right financial solutions to help our clients grow, preserve, and protect their wealth is what you’ll do as a Financial Planner II.

We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

Team Culture

Our integrity, leadership, focus, and respect for one another are a winning combination.  In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones.

How You'll Spend Your Time
  • You will work closely with the client relationship manager, prepare for client meetings by gathering client data, entering data into various software programs, building financial plans, analyzing the client’s financial situation, and creating recommendations and identifying opportunities
  • You’ll build relationships with internal partners by clearly communicating financial planning offering and helping identify opportunities to introduce financial planning to clients.
  • You will take a leadership role in training and mentoring junior planners with an emphasis in all technical aspects of financial planning, including plan building and scenario modeling, as well as following team systems and processes.
  • You will perform financial planning research and assist in other tasks and projects as needed to support the financial planning team. 
  • You’ll help develop and maintain internal systems and processes, including CRM.
  • You will demonstrate accountability for tracking all aspects of the financial planning process, including identifying new business closed with the assistance of financial planning.
  • You will help grow existing client and prospective client relationships by identifying opportunities for additional products and services.
We'd Like to Talk to You

FINANCIAL ANALYSIS: You will need to be good with numbers to perform complicated mathematical calculations and to learn complex technical information.

COMMUNICATION: You must enjoy building relationships inside and outside the bank. One missed step, and the loan may not close on time. You will talk with and interact with a large number of people inside and outside the bank.

PROBLEM SOLVER: Because every day is different, you must be a problem solver and self-starter. There are so many pieces of the puzzle to keep track of. The complexity of problems to solve will increase as your experience does. 

RELATIONSHIP BUILDER: Your love for customer service and cross-selling with an ability to network and build relationships will take you far.  You’re constantly taking a deeper dive, researching, dissecting, investigating, and asking the right questions to offer the right products and services. The ability to write and speak well is critical. Excellent business acumen and professionalism are what it takes.  

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 2-5 years’ experience in a financial planning role along with completion of CFP® required coursework.

Preferred:  Completion, or progress toward completion of CFP®.

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 with any questions. 

Salary Range
$50,000.00 - 100,000.00
per Year
Salary range estimated by
Denver, CO 80002, US