2027 Associate Wealth Management

About the Role

Start your career in financial services by gaining broad-based knowledge of BOK Financial's industry and organization. The Accelerated Career Track Associate program is designed to benefit both graduate and undergraduate students. Training combines classroom sessions, on-the-job training, computer and technical training, and self-study projects, all taking place in your specific market location through a series of rotations within the Wealth Management line of business. Following successful completion of the program, you will be placed in a role specific to the line of business.

Key Responsibilities

• Participate in program goals, projects, training, and assignments.
• Complete a 9-13 month rotational development schedule designed to enhance financial, analytical, and technical skills.
• Spend time in classroom training and line of business overviews.
• Engage in Credit Analysis training and case study work.
• Work on projects with direct impacts and value add to the line of business.
• Build relationships with managers, leaders, and peers.
• Experience rotational training working day-to-day in the line of business.
• Engage in professional development through 1-on-1 coaching with ACT Mgmt.

Requirements & Tech Stack

• Bachelor's degree with an overall GPA of 3.2.
• 9 hours of accounting.
• Relevant work experience is preferred.
• Bachelor's Degree in Finance or Accounting.
• 12 hours of Finance courses.

Qualifications

• Excellent leadership skills.
• Initiative, coachability, grit, and the ability to build authentic relationships.
• Working Conditions: Office environment, lifting up to 20 lbs.