Wealth Advisor - Salt Lake City
- 📁
- Wealth Management
- 💼
- Enterprise Services
- 📅
- 064014 Requisition #
Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Salt Lake City, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
- Retail Bankers
- Community/Business Bankers
- Private Bankers
- Commercial Bankers
- Investment Management Portfolio Managers/Advanced Planning Professionals
As a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank’s clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Additionally, the ideal candidate will:
- Exhibit a strong passion for providing top-tier client experience within a collaborative team environment.
- Skilled in a client-centric consulting process, starting with discovery and financial planning.
- Possess an extensive understanding of a wide array of investment, insurance, and banking strategies.
- Demonstrate exceptional communication, relationship management, and sales skills.
- Be adept at evaluating, advising, and supporting the bank’s clients effectively.
Requirements:
- To excel in this role, candidates should meet the following criteria:
- Requires a Bachelor’s degree
- A minimum of 4 years of directly related experience, 10+ years preferred.
- A combination of education and experience may meet the requirements.
- Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
- A CFP® certification is highly preferred.
- Exhibit proficiency in using computers and relevant software.
- Display excellent verbal and written communication abilities.
- Showcase exceptional analytical and presentation skills.
- Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
- Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
- Process a keen understanding of financial planning.
This position will be open until filled.
To review our Benefits Summary click here.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
Click here to view our Pay Transparency Notice.