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Zions Bank

Offers retail and commercial banking services

Wealth Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeDenver, CO, USAIn-person

About the Job

Requirements

  • A bachelor's degree is required, though a combination of education and experience may meet the requirement.
  • At least 5 years of directly related experience is required.
  • FINRA Series 7 and Series 66 (or Series 65/63), plus life and health insurance licenses, are required.
  • Proficiency using computers and relevant software is required.
  • The role requires the ability to build and manage high-net-worth client relationships and a track record of exceeding sales targets.
  • A strong understanding of financial planning is required.
  • Strong verbal and written communication, analytical, and presentation abilities are required.

Responsibilities

  • Build wealth management relationships by cultivating and nurturing relationships with members of the banking team.
  • Deliver a strong client experience by evaluating and educating clients, developing tailored solutions and recommendations, and implementing investment strategies to meet client needs.
  • Provide financial planning, investment management, insurance, and trust services; make presentations; partner with internal banking professionals; and coordinate with wealth management team members to deliver suitable client solutions.

Desired Qualifications

  • Ten or more years of directly related experience is preferred.
  • A CFP certification is highly preferred.
  • Experience with financial planning software and the ability to analyze and present complex financial models are preferred.

About the Company

Zions Bank

Offers retail and commercial banking services

Zions Bank is a financial institution that provides traditional banking services to individuals and businesses, including personal and business accounts, loans, mortgages, and investment services, delivered through branches and digital channels. The company differentiates itself by prioritizing people—employees, clients, and communities—through strong benefits, learning opportunities, community involvement, and autonomy that enables employees to grow in their roles. This focus on people and community sets Zions Bank apart from competitors that may emphasize products alone. The goal is to help customers succeed financially while also empowering employees and serving as a premier employer of choice that contributes to the communities it serves.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Salt Lake City, UT
Founded
1873

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