BOK Financial Corporation Group
A Financial Advisor at BOK Financial provides holistic financial planning and advice to help clients achieve short and long-term financial goals. The role involves prospecting new clients to grow assets under management while maintaining current securities portfolios and complying with regulatory rules.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BOK Financial Corporation Group.
16% below the average for this role
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