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.
Come work for a nation's premier financial services companies. We are looking for an ambitious and dedicated Wealth Representative with 2+ years' experience with retirement products and general investment knowledge. Come join the team and develop strong client relationships.
We are currently seeking a Wealth Representative to join the Enterprise Wealth Management who helps clients to achieve their financial goals, aspirations and dreams through building and managing their wealth through each phase of the financial life cycle. This position is located in downtown Salt Lake City or Houston. This team offers phone advice and service to our mass market clients across the enterprise in a shared services environment.
Services and maintains an existing book of business for small or remote area client relationships.
Makes recommendations for various platforms and answers questions for products and services offered include asset and risk management, banking, credit, trusts and estates, and possibly investment banking.
Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through referrals.
Ensures compliance with all regulatory requirements.
Responsible to move money, maintain addresses, etc.
Profile clients to better understand their goals and properly provide solutions that best fit the needs of the client by going through page profiles which are scored then complete profiles from those charts.
Complete and submit weekly activity reports.
Other duties as assigned.
Requires a Bachelor's 2+ years' experience with retirement products, general investment matters and applicable tax and estate planning, developing strong client relationships or other directly related experience.
A combination of education and experience may meet requirements.
This role is a phone-based role.
Client contacts will be through inbound and outbound calling.
Life/Health Insurance License. FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65) required.
Licenses must be obtained within 90 days of hire date to maintain employment.
Working knowledge of client relationships and wealth management products and processes required.
Broad background in retirement products, general investment matters and applicable tax and estate planning issues.
Solid product knowledge and relationship management skills.
Interpersonal skills and ability to engage clients in a phone-based relationship.
Strong oral and written communication skills to create relationships with clients.
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.