Wealth Management Rotational Associate - Accelerated Track

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

Job summary

BOK Financial Corporation in Tulsa is launching an accelerated associate program designed to build broad-based expertise in wealth management through a 9- to 13-month rotational schedule across the line of business.

The program emphasizes financial, analytical and technical skill development, classroom and on-the-job training, and a structured progression into role-specific opportunities after completion.

Qualifications

• This level of knowledge is normally acquired through completion of a Bachelor's degree with an overall GPA of 3.2 including 9 hours of accounting.
• Preferences: Excellent leadership skills; Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions); 12 hours of Finance courses (Commercial and Wealth positions); MIS/CS/Security coursework (IT, IS positions)

Responsibilities

• Attend classroom training and line of business overviews.
• Credit analysis training and case study work.
• Engage in project work with direct impact to the line of business.
• Build relationships with managers, leaders, and peers.
• Participate in rotational training across departments.
• Receive 1-on-1 coaching with ACT Management.

Skills

Leadership

Education

Bachelor's degree in Finance or Accounting

Job description

BOK Financial Corporation in Tulsa is launching an accelerated associate program designed to build broad-based expertise in wealth management through a 9- to 13-month rotational schedule across the line of business.

The program emphasizes financial, analytical and technical skill development, classroom and on-the-job training, and a structured progression into role-specific opportunities after completion.