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Financial Associate Jobs in Tulsa, OK (NOW HIRING)

Cherokee Federal

Financial Analyst

Tulsa, OK · On-site

Finance Associate * Accounting Analyst * Business Analyst - Finance Focus Legal Disclaimer: All qualified applicants will receive consideration for employment without regard to protected veteran ...

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Financial Associate information

See Tulsa, OK salary details

$26.7K

$61.7K

$121K

How much do financial associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial associate in Tulsa, OK is $61,698.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $67,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Tulsa, OK?

The most popular types of Financial jobs in Tulsa, OK are:

What are popular job titles related to Financial Associate jobs in Tulsa, OK?

For Financial Associate jobs in Tulsa, OK, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Tulsa, OK look for?

The top searched job categories for Financial Associate jobs in Tulsa, OK are:

What cities near Tulsa, OK are hiring for Financial Associate jobs?

Cities near Tulsa, OK with the most Financial Associate job openings:

Financial Associate jobs near you

2027 Accelerated Career Track (81881) - Associate Finance, Accounting, & Corporate Treasury (Tulsa)

Tulsa, OK

BOK Financial
See more jobs at BOK Financialexternal

Full-time

Posted 17 days ago

Job description

Req ID: 78494 

Location: Tulsa -TUL 

Areas of Interest: University Recruiting; Finance 

Pay Transparency Salary Range: 70000 

Application Deadline: 10/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
Not Bonus Eligible
Summary

Start your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training will take place in your specific market location, completing a series of rotations throughout many departments within the line of business. Following successful completion of the program, you will be placed in a role specific to your line of business.

Job Description

The Accelerated Career Track Associate is primarily responsible for a variety of program goals, projects, training, and assignments. Additionally, Associates will complete a 9-13 month rotational development schedule within the line of business designed to enhance financial, analytical, and technical skills to prepare for a career within the organization.

Team Culture

We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. 

How You'll Spend Your Time
  • Your time will be spent in 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 working day to day in the line of business
  • Professional development through 1 on 1 coaching with ACT Mgmt
Education & Experience Requirements

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 (Accounting requirement specific to Commercial and Wealth Associate roles).  

     Preferences:

  • Excellent leadership skills
  • Relevant work experience
  • Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions)
  • 12 hours of Finance courses (Commercial and Wealth positions)
  • Course work in MIS, CS, or Security completed (IT, IS positions)
Working Conditions & Physical Requirements
Office - 20 lbs

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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