Fast-Track Wealth Management Associate

BOK Financial; Tulsa (OK); On-site; USD 63,000 - 77,000; Full time

Job summary

BOK Financial in Tulsa offers an Accelerated Career Track Associate program, a 15–18 month rotational development path designed to build financial, analytical, and technical skills for a career in banking. The program combines classroom sessions, on-the-job training, and self-study projects.

Participants rotate through line-of-business departments, complete coursework, and then move into role-specific placements after program completion.

Qualifications

• Bachelor's degree with a 3.2 GPA including 9 hours of accounting (specific to Commercial and Wealth Associate roles).
• Bachelor's degree in Finance or Accounting (Commercial and Wealth positions).
• 12 hours of Finance courses (Commercial and Wealth positions); MIS/CS or Security coursework for IT/IS roles.

Responsibilities

• 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 across departments within the line of business.
• 1-on-1 coaching with ACT management.

Skills

Leadership

Analytical skills

Communication

Education

Bachelor's degree in Finance or Accounting

Accounting coursework (9 hours)

Job description

BOK Financial in Tulsa offers an Accelerated Career Track Associate program, a 15–18 month rotational development path designed to build financial, analytical, and technical skills for a career in banking. The program combines classroom sessions, on-the-job training, and self-study projects.

Participants rotate through line-of-business departments, complete coursework, and then move into role-specific placements after program completion.