401(k) Education Services Cons II

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

A financial services company is seeking a 401(k) Education Services Consultant II in Tulsa. The role involves educating and motivating retirement plan participants on their plans, creating educational content, and presenting to groups. Ideal candidates will have a Bachelor's Degree along with 5-7 years of relevant experience, and be fluent in Spanish. The position offers opportunities for mentorship and growth within a supportive team environment.

Qualifications

• 5-7 years of experience in communications, investments, or marketing.
• Experience with educational campaigns and presentations.
• Ability to conduct one-on-one and group training sessions.

Responsibilities

• Educate retirement plan participants through seminars and presentations.
• Develop education materials like PowerPoint presentations and videos.
• Analyze and report the effectiveness of educational meetings.
• Provide summaries and analysis of team meetings and track meetings, delivering quantifiable metrics to leadership.

Skills

Spanish language

Effective communication

Client relations

Education

Bachelor’s Degree in Business or related field

9-10 years of equivalent work experience

Job description

Join to apply for the 401(k) Education Services Cons II role at BOK Financial.

Req ID: 77285

Location: Tulsa - TUL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 01/03/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type: Formula Based

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Institutional Wealth 401(k) Education Services Consultant II is primarily responsible for educating and motivating retirement plan participants on their respected retirement plan, in order to help them participate and save for retirement. The incumbent in this position will consult with clients to create and manage education campaigns, create power point presentations, videos, handouts and various communication pieces as well as presenting to groups of employees either in person, webinar or a combination of both. Some travel may be required based on client locations. This individual will also be working with internal partners (Client Advisor and Relationship Managers) to coordinate and manage the relationship efficiently and effectively.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

• You will conduct live, interactive, multimedia education and training seminars, workshops, and one-on-one meetings with BOKF Plan Sponsors, Relationship Managers, Education Consultants, and Plan Compliance.
• You will research and develop a comprehensive understanding of the individual client’s plan provisions and investment options in preparation for conducting the seminar.
• You will create and update existing education campaigns, PowerPoint presentations, videos, and other communication pieces.
• You will provide summaries and analysis of the meetings held by the team. You will keep track of meetings held and provide quantifiable metrics of the effectiveness of the meetings. You will provide periodic reports to leadership and internal partners.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or a related field and 5-7 years of experience in communications, investments or marketing or 9-10 years of equivalent work experience.

Requirements

Must Speak Spanish.

Preferred

Professional Trainer Certification, Chartered Mutual Fund Consultant, Licensed Financial Consultant.

Working Conditions & Physical Requirements

Office - Occasional Travel

About BOK Financial Corporation Group

We are a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

EEO Statement

The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact [e-mail] with any questions.