Wealth Advisor - Salt Lake City

Location
Draper, Utah
Salary
Open
Posted
Jan 01, 2024
Closes
Jan 01, 2025

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.

 

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 Draper, 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. 

   

 

 

Requirements:  

 

To excel in this role, candidates should meet the following criteria:  

 

  • Requires a Bachelor's degree
  • A minimum of 5 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.


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