Lead Financial Planner II for High Net Worth

BOK Financial Corporation; Oklahoma City (OK); On-site; USD 70,000 - 110,000; Full time

Job summary

BOK Financial Corporation is seeking a Financial Planner II to build and present comprehensive financial plans for high-net-worth clients. You will collaborate with client relationship managers, lead planning initiatives, and support junior planners while advancing CFP coursework.

Office-based role in Oklahoma City requiring strong client advisory skills, cross-functional teamwork, and proficiency with CRM and planning software.

Qualifications

• Bachelor’s degree and 2–5 years’ experience in a financial planning role with CFP coursework completed.
• Preferred: Completion or progress toward CFP®.

Responsibilities

• Prepare for client meetings by gathering data and building financial plans.
• Lead plan delivery for appropriate client cases and assist senior planners on complex cases.
• Develop relationships with internal partners to introduce financial planning offerings.
• Mentor junior planners and contribute to training on technical aspects of financial planning.

Skills

Financial planning

Relationship management

Mentoring junior planners

Education

Bachelor’s degree

CFP coursework

Tools

CRM software

Financial planning software

Job description

BOK Financial Corporation is seeking a Financial Planner II to build and present comprehensive financial plans for high-net-worth clients. You will collaborate with client relationship managers, lead planning initiatives, and support junior planners while advancing CFP coursework.

Office-based role in Oklahoma City requiring strong client advisory skills, cross-functional teamwork, and proficiency with CRM and planning software.