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Financial Research Associate Jobs in Tulsa, OK (NOW HIRING)

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will perform research and communicate resolutions to your clients Education & Experience ...

Client Service Associate

Tulsa, OK · On-site

$12.50 - $17.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will perform research and communicate resolutions to your clients Education & Experience ...

Client Service Associate

Tulsa, OK

$13.25 - $18.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will perform research and communicate resolutions to your clients Education & Experience ...

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You will perform research and communicate resolutions to your clients Education & Experience ...

Financial Aid Specialist

Tulsa, OK · On-site

$19.91 - $21.16/hr

Troubleshoot and solve complex student issues, this includes researching and providing resolutions ... Minimum Qualifications Associate's degree or equivalent education Degree requirement may be ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... account research, risk mitigation, state/federal rules, while complying with Bank and regulatory ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... account research, risk mitigation, state/federal rules, while complying with Bank and regulatory ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... account research, risk mitigation, state/federal rules, while complying with Bank and regulatory ...

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Financial Research Associate information

See Tulsa, OK salary details

$12

$29

$61

How much do financial research associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial research associate in Tulsa, OK is $29.19, according to ZipRecruiter salary data. Most workers in this role earn between $18.89 and $31.39 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Research Associate, you need strong analytical skills, a solid understanding of financial markets, and usually a degree in finance, economics, or a related field. Familiarity with financial modeling software, databases like Bloomberg or FactSet, and proficiency in Excel are typically required. Attention to detail, effective communication, and the ability to manage multiple projects simultaneously are standout soft skills for this role. These competencies are crucial for delivering accurate research, supporting investment decisions, and ensuring clear communication of complex financial insights.

What are some typical projects or assignments a financial research associate might work on during their first year?

As a Financial Research Associate, you can expect to work on projects such as analyzing market trends, preparing financial models, and creating reports to support investment decisions. Early assignments often include gathering and synthesizing data from financial statements, conducting industry and company-specific research, and assisting senior analysts with presentations for clients or internal teams. These tasks not only build your technical skills but also help you develop a deeper understanding of financial markets and enhance your ability to communicate complex findings clearly.

What does a financial research associate do?

A financial research associate analyzes financial data, market trends, and company performance to support investment decisions. They often use tools like Excel and financial modeling, and may prepare reports or presentations for clients or senior analysts.

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

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

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

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

Client Service Associate

BOK Financial

Tulsa, OK • On-site

$12.75 - $17.50/hr

Full-time

Re-posted 24 days ago


Job description

Req ID: 78313 

Location: Tulsa -TUL 

Areas of Interest: Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 09/25/2026

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
BOKF Performance Plan (D02)
Summary

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

Job Description

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. The CSA is responsible for developing relationships with clients and assisting clients with inquiries and problem resolution by performing research on various systems.  The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers' efficacy through various technical duties. 

Team Culture

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time
  • You will serve as the first point of contact for clients with high net worth portfolios
  • You will directly communicate with the clients you support for any service needs on their portfolio
  • You will develop relationships with your clients and bankers you support
  • You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions
  • You will perform research and communicate resolutions to your clients
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.

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.