Centralized Wealth Advisor - Salt Lake City or Houston

About the role

Zions Bancorporation is seeking a client-focused Wealth Advisor to join a high-performing, collaborative team delivering personalized financial guidance. The role is ideal for a relationship-driven professional who thrives in a consultative environment and is passionate about helping clients build, protect, and manage their wealth.

Responsibilities

• Partner closely with retail banking teams to expand client relationships
• Deliver holistic financial planning and investment guidance via video and phone
• Build deep relationships with clients by understanding their goals, priorities, and financial picture
• Provide tailored recommendations across investment management, retirement, and asset protection
• Maintain and grow an existing book of business, proactively identifying opportunities to enhance client outcomes and deepen engagement
• Identify held-away assets and guide clients through strategies to consolidate and optimize their portfolios within the firm
• Collaborate closely with retail banking partners to cultivate referral opportunities and expand reach into new client segments
• Conduct high-quality client interactions via phone and video, creating a seamless and personalized experience regardless of location

Qualifications

• Requires a bachelor's degree and experience with retirement products, general investment matters and developing strong client relationships or other directly related experience
• A combination of education and experience may meet requirements
• Life/Health Insurance License
• FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65) required
• Knowledge of client relationships and wealth management products and processes required
• Background in retirement products and general investment matters
• Solid investment product knowledge and relationship management skills
• Solid interpersonal skills and ability to engage clients in a phone-based relationship
• Strong problem resolution, analysis, oral and written communication skills to create relationships with clients
• Demonstrated client management and some related sales experience providing financial planning services
• Solid computing skills that include working with the Microsoft Office suite and proprietary systems

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing
• competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business

Pay

$75,000 to $85,000 plus 20% bonus (Based upon relatable skills/experience)