Financial Planner II

Other Jobs To Apply

Req ID: 78801

Location: Oklahoma City -OKC

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/12/2026

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

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Financial Planner II.

Job Description

The Financial Planner II performs a broad range of financial planning duties. The Financial Planner II may serve as the lead planner on appropriate level cases or as the plan builder where a more experienced planner is taking the lead. Assigned tasks are generally focused on building and presenting financial plans for high net worth clients, assisting more senior planners with plan building where the more experienced planner will serve as the plan presenter, and coaching and assisting junior planners. Financial Planner II conducts financial planning research and helps develop systems and processes. Primarily works independently, with guidance as needed from more experienced planners. Delegates appropriate tasks to Financial Planner I and ensures details of assigned tasks are performed with accuracy and follow-through.

Team Culture

Our integrity, leadership, focus, and respect for one another are a winning combination. In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones.

How You'll Spend Your Time
  • You will work closely with the client relationship manager to prepare for client meetings by gathering client data, entering data into various software programs, building financial plans, analyzing the client’s financial situation, creating recommendations and identifying opportunities.
  • You will act as the lead planner in delivering plans for appropriate level client cases, consulting with a senior planner on more complex cases. You may serve as the plan builder to leverage the time of more senior planners as needed.
  • You will build relationships with internal partners by clearly communicating financial planning offerings, and helping identify opportunities to introduce financial planning to clients.
  • You will take a leadership role in training and mentoring junior planners with an emphasis in all technical aspects of financial planning, including plan building and scenario modeling, as well as following team systems and processes. You will also act as the lead planner for appropriate level client meetings as directed. These may be delivered virtually.
  • You will perform financial planning research and assists in other tasks and projects as needed to support the financial planning team.
  • You will help develop and maintain internal systems and processes, including CRM. You will responsible for tracking all aspects of the financial planning process, including identifying new business closed with the assistance of financial planning.
  • You will help grow existing client and prospective client relationships by identifying opportunities for additional products and services.
  • You will accomplish assigned tasks from meetings including updating CRM, creating and delivering reports, etc.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 2-5 years’ experience in a financial planning role along with completion of CFP® required coursework.

Preferred: Completion, or progress toward completion of CFP®.

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.

Back to blog

Other Jobs To Apply

Senior Associate – Technology Practice

Specification Sales Representative (Remote)

Senior Manager, Global Brand Management (Remote)

Squarespace Website Developer & Security Audit Specialist

Splunk Security Core AI Agentic SOC, Technical Lead (remote)

Specification Sales Representative (Remote)

Account Executive, Enterprise - Financial Services

Senior Manager, Global Brand Management (Remote)

Squarespace Website Developer & Security Audit Specialist

Splunk Security Core AI Agentic SOC, Technical Lead (remote)

Senior Manager, Finance & Strategy - Remote

Account Executive, Enterprise - Financial Services

Senior Shopify Developer – Remote (US)

Senior Manager, Finance & Strategy - Remote

Remote Staff Software Engineer, Identity & Access Management

Senior Shopify Developer – Remote (US)

Remote Staff Software Engineer, Identity & Access Management

Remote News Producer: Live Coverage & Features

Remote News Producer: Live Coverage & Features

Bus Driver in Training

Bus Driver in Training

Dock Worker/Forklift Operator

Principal, Strategic Partnerships and Initiatives

Remote CRA for Precision Psychiatry Trials

Domino's Shift Leader - Lynden, WA (7073)

Remote- Systems Engineering -

Case Manager, Registered Nurse (Remote)

Remote Ad Yield Operations Manager

Lead Account Management, Roundel - Food & Beverage(Remote Or Hybrid)

Software Engineer, Revenue and Financial Automation - Remote

Enterprise Account Manager

Salesforce Administrator - Remote

Program Management Manager, Fleet Health, Reliability, and Central Engineering

Work From Home Customer Service Rep

Remote Senior Merchant Success Strategist

Director of Professional Services, WordPress VIP

Framer I - StudioBuilt

Content Creator, Duo’s Creator Club – Contract

Sterile Processing Technician Program - Live Instructor - Remote

Regional Sales Director, APAC (Remote)

Learning Associate, OH/IN (Remote)

Remote Amazon Writers Needed is hiring : Freelance Writing Sites - Remote Kindle

Onestream Application Admin

Associate Director, 3D Design

Facility Services Coordinator

Remote District Sales & Service Leader, Light Vehicles

Technical Support Analyst

Account Manager-B&C, Salt Lake City, Utah

Technical Architect – Enterprise Data

Remote Medical Reimbursement Specialist (WI)

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...