2027 Associate Wealth Management

BOK Financial

Tulsa, OK0–2 yrs4h agovia LinkedIn

About the Role

Start your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Training will take place in your specific market location, completing a series of rotations throughout many departments within the line of business. Following successful completion of the program, you will be placed in a role specific to your line of business.

Job Description

The Accelerated Career Track Associate is primarily responsible for a variety of program goals, projects, training, and assignments. Additionally, Associates will complete a 9-13 month rotational development schedule within the line of business designed to enhance financial, analytical, and technical skills to prepare for a career within the organization.

Team Culture

We're a growth-oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships.

How You'll Spend Your Time

  • Classroom training and line of business overviews
  • Credit Analysis training and case study work
  • Project work with direct impacts and value add to the line of business
  • Building relationships with managers, leaders, and peers
  • Rotational training experiences working day to day in the line of business
  • Professional development through 1 on 1 coaching with ACT Mgmt

Education & Experience Requirements

  • Completion of a Bachelor's degree with an overall GPA of 3.2
  • Including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth Associate roles).

Preferences

  • Excellent leadership skills
  • Relevant work experience
  • Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions)
  • 12 hours of Finance courses (Commercial and Wealth positions)
  • Course work in MIS, CS, or Security completed (IT, IS positions)

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