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Financial Securities Jobs (NOW HIRING)

BOK Financial

Financial Advisor

Houston, TX · On-site

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;

BOK Financial

Financial Advisor

Denver, CO

$75K - $100K/yr

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;

BOK Financial

Financial Advisor

Denver, CO · On-site

$75K - $100K/yr

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;

BOK Financial

Financial Advisor

Denver, CO · On-site

$75K - $100K/yr

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;

BOK Financial

Financial Advisor

Houston, TX · On-site

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;

BOK Financial

Financial Advisor

Magnolia, TX

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;

BOK Financial

Financial Advisor

Houston, TX

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;

BOK Financial

Wealth Compliance Officer

Tulsa, OK · On-site

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;

BOK Financial

Wealth Compliance Officer

Addison, TX

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;

BOK Financial

Wealth Compliance Officer

Tulsa, OK · On-site

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;

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Financial Securities information

See salary details

$38.5K

$95.5K

$146K

How much do financial securities jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial securities in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in financial securities, and why are they important?

To thrive in Financial Securities, you need strong analytical skills, a solid grasp of financial markets and instruments, and typically a degree in finance, economics, or a related field. Proficiency with tools such as Bloomberg Terminal, Excel, and relevant financial modeling or trading platforms, as well as licenses like FINRA Series 7 or 63, are often expected. Outstanding communication, attention to detail, and the ability to manage stress set top performers apart in this field. These skills and qualities are vital to providing sound investment advice, accurately executing trades, and ensuring compliance in a fast-paced, heavily regulated environment.

What are the typical daily responsibilities of someone working in financial securities?

Professionals in Financial Securities typically spend their days monitoring financial markets, researching and analyzing investment opportunities, and executing trades for clients or institutional portfolios. They regularly communicate with clients to understand investment goals, offer advice, and provide updates on portfolio performance. Collaboration with analysts, portfolio managers, and compliance teams is common to ensure investment strategies meet both regulatory standards and client objectives. The role is dynamic and requires staying updated on market trends and financial news to make informed decisions.

What is a financial securities?

A Financial Securities job involves dealing with investment products like stocks, bonds, and other financial instruments. Professionals in this field may work as analysts, brokers, or traders, helping clients manage portfolios or execute trades. They assess market trends, ensure regulatory compliance, and provide investment recommendations. Strong analytical skills, financial knowledge, and understanding of risk management are essential for success in this role.

What are examples of financial securities?

Financial securities are tradable financial assets that represent ownership or debt, such as stocks, bonds, options, and mutual funds. These instruments are used by investors and financial professionals to manage risk, generate income, or achieve investment goals. Understanding different types of securities is essential for roles in finance and investment analysis.
More about Financial Securities jobs
What cities are hiring for Financial Securities jobs? Cities with the most Financial Securities job openings:
What are the most commonly searched types of Financial Securities jobs? The most popular types of Financial Securities jobs are:
What states have the most Financial Securities jobs? States with the most job openings for Financial Securities jobs include:
What job categories do people searching Financial Securities jobs look for? The top searched job categories for Financial Securities jobs are:
Financial Securities jobs near you
Infographic showing various Financial Securities job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Securities Processing Customer Service

Colonial Stock Transfer

Sandy, UT • On-site

Full-time

Re-posted 8 days ago

Job description

Stock Transfer Specialist (Finance) Position Description:

We are a stock transfer agent and financial service provider for public and private companies. We are looking to fill a position for a stock transfer specialist. This position will mainly involve supporting our public and private company clients and their shareholders. The position is a full-time position (6-8 hours per day, Monday through Friday, 9:00 AM – 5:00 PM). This is a dynamic business and fun atmosphere with endless amounts to learn.

Specific duties and responsibilities:

  • Provide customer service to companies and their shareholders
  • Process stock issuances and transfers daily
  • Daily mail processing
  • Filing documents in the office and other office administrative tasks including mailings.
  • Answer phones and provide customer support.

Qualifications:

  • Excellent and intuitive computer skills
  • Excellent communication skills, written, phone, and some client-facing
  • A proven track record of providing exceptional customer service with prompt responses to client inquiries
  • Able to efficiently complete and manage multiple tasks without supervision
  • Reliable team player with the ability to work after hours when required
  • Quick learner, problem solver, detail-oriented
  • Track record of completing assignments on time with accuracy
  • Securities firm experience is a plus.
  • Customer service experience (2-3+ years) preferred