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Financial Securities Jobs (NOW HIRING)

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Financial securities license * Strong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Financial securities license * Strong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt ...

Financial Hope Collaborative

Financial Coach

Omaha, NE

$20 - $35/hr

Experience with expenditure tracking, with lived experience improving financial security a plus * Ability to handle confidential information with discretion * Proficiency in Excel * Experience ...

BOK Financial

Plan Services Specialist II

Tulsa, OK

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

Plan Services Specialist II

Tulsa, OK

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 Center Leader

Fort Worth, 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 Center Leader

Fort Worth, 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

Plan Services Specialist II

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

Plan Services Specialist I

Tulsa, OK

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

BOK Financial

Financial Center Leader

Fort Worth, 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;

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All JobsFinancial Securities Jobs

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 Advisor

Dentist Advisors

Holladay, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 20 days ago

Job description

Dentist Advisors

Relocation not required


OUR PURPOSE

Connect. Educate. Empower


Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.

Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment.

OUR CORE VALUES

  • Win together
  • Be direct
  • Embrace change
  • See it through
  • Make it fun


THE POSITION

We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the point person for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content creation.


JOBS TO BE DONE

  • Conduct initial consultations with prospects and and secure new relationships
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing reports
  • Provide ongoing, proactive, and comprehensive financial guidance for clients
  • Lead business development initiatives and collaborate with the marketing team for lead generation
  • Train, mentor, and collaborate with other advisors
  • Recommend and implement changes to improve the client experience


REQUIRED SKILLS AND EXPERIENCE

  • Bachelor's degree
  • 3+ years of financial advisor experience
  • Financial securities license
  • Strong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management
  • Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing


PREFERRED EDUCATION, SKILLS AND EXPERIENCE

  • Bachelor's degree in finance, accounting, or business
  • CFP designation
  • Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
  • Experience working with dentists, medical professionals, or other high net worth clients
  • Familiarity with Salesforce CRM and eMoney software

WHO YOU ARE

  • Strong interpersonal skills, with the ability to gain the trust of successful professionals
  • Excellent written and verbal communicator
  • Prioritizegetting it rightoverbeing right
  • Comfortable in a start-up environment
  • Collaborative
  • Willing to challenge clients, employees, and management directly
  • Able to receive direct feedback constructively
  • Organized
  • Attentive to details
  • Self-starter and learner
  • Willing to adapt to rapid change
  • Reliable


    This position's compensation package includes:

    • Opportunity to join a high-growth firm with a start-up mentality
    • Group health insurance
    • 401(k) retirement plan (up to 6% company match)
    • Company-paid life and disability insurance
    • Generous paid time off schedule
    • Paid parental leave
    • Gym membership
    • Continuing education reimbursement
    • Complimentary investment management service
    • Regular offsite team building events

    Apply