Institutional Fixed Income Sales Associate

BOK Financial; San Antonio (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

BOK Financial is seeking an Investment Sales Officer I to engage institutional clients and present fixed income investment ideas. The role focuses on building client relationships, delivering market insights, and coordinating with internal teams to meet liquidity and risk objectives.

The position requires FINRA licenses (Series 52, 7, 63) and a background in fixed income markets. Travel to client sites is possible, with a strong emphasis on compliance and client service.

Qualifications

• Bachelor's degree plus 1-2 years in fixed income sales or 7-8 years equivalent work experience.
• FINRA licenses required: Series 52, Series 7 and Series 63.

Responsibilities

• Develop and nurture customer relationships to align with investment strategies.
• Prepare customer presentations with data and research insights.
• Collaborate with Investment/Sales Officers to establish customer security.
• Attend sales meetings and pursue continued education.

Skills

Client relationship management

Sales skills

Communication skills

Financial market understanding

Education

Bachelor's degree

FINRA Series 52

FINRA Series 7

FINRA Series 63

Tools

Bloomberg

Microsoft Office

Electronic trading platforms

Job description

BOK Financial is seeking an Investment Sales Officer I to engage institutional clients and present fixed income investment ideas. The role focuses on building client relationships, delivering market insights, and coordinating with internal teams to meet liquidity and risk objectives.

The position requires FINRA licenses (Series 52, 7, 63) and a background in fixed income markets. Travel to client sites is possible, with a strong emphasis on compliance and client service.