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 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 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 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 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 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 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 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;
Financial Center Leader
Oklahoma City, 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;
Financial Center Leader
Oklahoma City, 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;
Financial Center Leader
Edmond, 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;
Financial Center Leader
Edmond, 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;
Financial Center Leader
Edmond, 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;
Financial Center Leader
Edmond, 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;
Financial Center Leader
Sherman, 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;
Financial Center Leader
Sherman, 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 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 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;
Financial Center Leader
Denver, CO · On-site
$70K - $95K/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;
Financial Center Leader
Denver, CO · On-site
$70K - $95K/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;
Financial Center Leader
$70K - $95K/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;
Financial Center Leader
$70K - $95K/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;
Financial Center Leader
Denver, CO · On-site
$70K - $95K/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;
Financial Center Leader
Denver, CO · On-site
$70K - $95K/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;
Financial Center Leader
Sherman, 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;
Financial Center Leader
Sherman, 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;
Be Seen First
Financial Advisor (Insurance & Wealth Management)
Stamford, CT · On-site
$80K - $110K/yr
We also provide guidance on basic financial literacy to help our clients achieve financial security long term. * Maintain autonomy and flexibility to build their own practice while receiving support ...
Quick apply
Be Seen First
Financial Advisor (Insurance & Wealth Management)
Stamford, CT · On-site
$80K - $110K/yr
We also provide guidance on basic financial literacy to help our clients achieve financial security long term. * Maintain autonomy and flexibility to build their own practice while receiving support ...
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 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;
Be Seen First
Financial Advisor (Insurance & Wealth Management)
Stamford, CT · On-site
$80K - $110K/yr
We also provide guidance on basic financial literacy to help our clients achieve financial security long term. * Maintain autonomy and flexibility to build their own practice while receiving support ...
Quick apply
Be Seen First
Financial Advisor (Insurance & Wealth Management)
Stamford, CT · On-site
$80K - $110K/yr
We also provide guidance on basic financial literacy to help our clients achieve financial security long term. * Maintain autonomy and flexibility to build their own practice while receiving support ...
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 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;
Chief Information Security 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;
Chief Information Security 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;
Company Description Under the supervision of the COO, direct and design training and support of Company's Retirement Services, Asset Management, TPA services, Quality Control, and Provider Management ...
Company Description Under the supervision of the COO, direct and design training and support of Company's Retirement Services, Asset Management, TPA services, Quality Control, and Provider Management ...
Chief Information Security Officer
Tulsa, OK · On-site
$180 - $320/hr
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;
New
Chief Information Security Officer
Tulsa, OK · On-site
$180 - $320/hr
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;
New
Financial Securities information
See salary details
$38.5K - $48.3K
1% of jobs
$48.3K - $58K
7% of jobs
$58K - $67.8K
6% of jobs
$67.8K - $77.6K
9% of jobs
$78.8K is the 25th percentile. Wages below this are outliers.
$77.6K - $87.4K
13% of jobs
The median wage is $93.7K / yr.
$87.4K - $97.1K
21% of jobs
$97.1K - $106.9K
17% of jobs
$107.5K is the 75th percentile. Wages above this are outliers.
$106.9K - $116.7K
10% of jobs
$116.7K - $126.5K
7% of jobs
$126.5K - $136.2K
5% of jobs
$136.2K - $146K
3% of jobs
$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:
Full-time
Re-posted 3 days ago
Job description
Req ID: 78249
Location: Tulsa -TUL
Areas of Interest: Administrative; Bank Operations; Professional; Wealth Management Operations
Pay Transparency Salary Range: Not Available
Application Deadline: 08/17/2026
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
Discretionary
Summary
If you are looking for a role that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!
Job Description
The Securities Services Operations Specialist II is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository’s, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements. This position provides training and guidance and serves as an escalation point for issues requiring urgent and immediate resolution as well as a subject matter expert for support personnel for high risk processes.
Team Culture
We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.
How You'll Spend Your Time
- Review, interpret, and process account opening documentation to ensure accuracy, completeness, and compliance with established procedures.
- Manage a high-volume workload while effectively balancing competing priorities and meeting daily processing deadlines.
- Assess incoming requests and prioritize work based on changing business needs and account opening requirements.
- Serve as a key point of contact between internal partners, advisors, and external stakeholders to support smooth account onboarding and issue resolution.
- Monitor and manage shared team inboxes, ensuring timely responses and follow-up on account-related requests.
- Utilize Adobe Acrobat and other document management tools to review, edit, and maintain account documentation.
- Analyze trust account information and apply detailed instructions to support accurate account setup and maintenance.
- Deliver exceptional service to internal business partners and external clients through proactive communication and attention to detail.
- Identify opportunities to improve efficiency, maintain compliance standards, and support operational excellence
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting or Finance and 5-7 years of directly related experience in a high volume securities operations environment is preferred or an equivalent combination of education and experience.
- Advanced working knowledge of a broad variety of securities and Wealth Management accounting systems.
- Advanced PC and operating software application skills.
- Thorough knowledge of accounting principles and practices with emphasis in reconciliation and detail-oriented tasks in a potentially high-volume environment. A general understanding of trust and/or bond accounting knowledge is preferable.
- Excellent research, analytical, and organizational skills; ability to plan and coordinate movement of potentially large volumes of transactions. Must demonstrate previous experience independently solving complex problems, and identifying appropriate resources while meeting extremely stringent deadlines.
- Excellent communication and interpersonal skills, leadership ability, social and professional etiquette, including oral and written communication skills. Ability to communicate information clearly and concisely. Ability to gain consensus among parties with conflicting interests.
- Very strong ability to improve efficiency, track complex activities, and improve methodology.
- Ability to provide training in a constructive and effective manner to various levels of personnel.
Working Conditions & Physical Requirements
Office
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.