Wealth Advisor - Downtown Salt Lake City

About the role

Zions Wealth Management is a specialized division within Zions Bancorporation, focusing on providing comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. The primary goal is to help clients grow and preserve their wealth while offering expert guidance.

Responsibilities

• Build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team.
• Deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implement investment strategies to meet the needs of the bank's clients.
• Focus on financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, and coordinating with wealth management team members to deliver the right solution for the clients.
• Exhibit a strong passion for providing top-tier client experience within a collaborative team environment.
• Skilled in a client-centric consulting process, starting with discovery and financial planning.
• Possess an extensive understanding of a wide array of investment, insurance, and banking strategies.
• Demonstrate exceptional communication, relationship management, and sales skills.
• Be adept at evaluating, advising, and supporting the bank’s clients effectively.

Requirements

• Requires a 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 (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.

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 11 Paid Federal 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
• Employee Ambassador preferred banking products