Wealth Advisor - Draper

Location
Draper, Utah
Salary
Open
Posted
Sep 01, 2023
Closes
Oct 02, 2023
Type
Full Time
Level
Entry Level
Education Level
High School

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

 

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

 

Zion's Wealth Management group is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services often 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. Zion's wealth management is a strategic focus for the Zions Bancorporation expands across eight affiliate banks and manages clients' assets of 14.0 Billion. 

 

We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Draper, UT marketplace. At Zions Bank, our Wealth Management division is supported by a cohesive group of banking professionals, which includes: 

 

  • Private Bankers 
  • Investment Management Portfolio Managers 
  • Advanced Planning Professionals 
  • Commercial Bankers 
  • Business Bankers 
  • Retail Bankers 

 

As a Zions Wealth Advisor, your role will involve actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be on delivering an exceptional client experience, evaluating, and offering guidance on various financial aspects, devising recommendations, and actively participating in solution implementation. Your responsibilities will encompass financial planning, investment management, insurance, trust services, as well as coordinating with wealth management specialists to deliver the right solution for the client.  

 

The ideal candidate will: 

 

  • Exhibit a strong passion for providing top-tier client service within a collaborative team environment. 
  • Follow a client-centered consulting process that centers around financial planning. 
  • Possess an extensive understanding of a wide array of investment, insurance, and banking solutions. 
  • 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: 
  • Hold a Series 7 certification. 
  • Possess licenses for 65 and 63 or 66. 
  • Hold a Life Insurance license. 
  • Possess a bachelor's degree and a minimum of 3 years of directly related experience. 
  • A CFP or CFA qualification is highly preferred. 
  • Exhibit proficiency in using computers and relevant software. 
  • Display excellent verbal and written communication abilities. 
  • Showcase exceptional analytical and presentation skills 

 

Additionally, incorporating components from other similar job postings, we also seek candidates who: 

 

  • Exhibit a track record of building and managing high net worth client relationships. 
  • Possess a keen understanding of financial planning. 
  • Can demonstrate a history of successfully exceeding sales targets. 
  • Exhibit a deep commitment to continuous professional development and staying updated with industry trends, certifications, and best practices. 

 

If this description resonates with your career goals and expertise, we encourage you to apply and join our dynamic team of dedicated financial professionals. 

 

 



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