Wealth Advisor - Boise
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 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.
About the role
As a Zions Wealth Advisor, your role will be to build wealth management relationships by 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 and recommendations, and implement investment strategies to meet the needs of the bank’s clients.
The Wealth Management Team is supported by a cohesive group of banking professionals, including Retail Bankers, Community/Business Bankers, Private Bankers, Commercial Bankers, Investment Management Portfolio Managers, and Advanced Planning Professionals.
Responsibilities
- Financial planning and investment management
- Insurance and trust services
- Making presentations to clients and internal teams
- Partnering with internal banking professionals
- Coordinating with wealth management team members to deliver tailored solutions
- Exhibit a strong passion for providing top-tier client experience within a collaborative team environment
- Use a client-centric consulting process, starting with discovery and financial planning
- Apply an extensive understanding of investment, insurance, and banking strategies
- Demonstrate exceptional communication, relationship management, and sales skills
- Evaluate, advise, and support the bank’s clients effectively
- Analyze and present complex financial modeling using financial planning software
Requirements
- 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 (or 65/63), life and health insurance
- CFP® certification is highly preferred
- Proficiency in using computers and relevant software
- Excellent verbal and written communication abilities
- Exceptional analytical and presentation skills
- Experience with financial planning software
- Track record of building and managing high-net-worth client relationships
- Proven history of successfully exceeding sales targets
- Keen understanding of financial planning