![BankTalent HQ](https://media.trabajo.org/img/noimg.jpg)
Registered Wealth Associate
1 month ago
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.
Zions Wealth Management is currently seeking an experienced Registered Wealth Associate in Salt Lake City, to assist with servicing our clients.
Responsibilities:
- Responsible for taking incoming client requests and actively servicing client's needs.
- Assisting with financial planning software and updating client's financial plans based on advisor recommendations.
- Responsible for working with Wealth Advisor(s) to actively manage the sales prospect pipeline and prepare for client investment reviews and financial planning meetings.
- May have some business development actives such as reviewing client's financial situations, needs, risk tolerance, and assisting with developing recommendations for rebalancing client's portfolios.
- Responsibilities also include securities trading, attending and speaking at client seminars/events, training branch staff on sourcing quality investment referrals, and other revenue generating activities as needed.
- Other duties as assigned.
- Requires a Bachelor's degree and some experience with Wealth Management, developing strong client relationships, and other directly related experience.
- Series 7 & 66, (63/65) required. Life and health required within the first 180 days of employment.
- Willingness to obtain insurance license.
- A combination of education and experience may meet requirements.
- Basic knowledge of wealth management required.
- Advance knowledge of sales and closing processes utilizing PC and presentation skills.
- Excellent oral and written communication skills to create relationships with clients.
- Ability to analyze and present complex financial modeling.
-
Senior Wealth Management Executive
1 week ago
Salt Lake, Utah, United States EP Wealth Advisors Full timePosition OverviewEP Wealth Advisors (EPWA) is a distinguished wealth management advisory firm, overseeing substantial assets under management and dedicated to serving primarily high net worth clients. We are committed to fostering a diverse and inclusive workplace that empowers our associates to enhance their skills and embrace new challenges for...
-
Financial Wealth Consultant
3 days ago
Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timePosition OverviewThe Wealth Advisor is dedicated to serving clients with integrity and prioritizing their needs with a sense of urgency. This role involves a comprehensive planning approach to help clients achieve their financial aspirations. By actively listening and understanding each client's unique circumstances and goals, the Wealth Advisor will lead a...
-
Financial Wealth Consultant
3 days ago
Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timePosition OverviewThe Wealth Advisor is dedicated to providing exceptional service and prioritizing the needs of clients with a strong sense of urgency. This role emphasizes a comprehensive planning approach to help clients achieve their financial aspirations. Wealth Advisors begin by actively listening to and understanding the distinct complexities and goals...
-
Financial Wealth Consultant
1 week ago
Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timePosition OverviewThe Wealth Advisor is dedicated to serving clients with integrity and prioritizing their needs with urgency. This role emphasizes a comprehensive planning approach to help clients achieve their financial aspirations. By actively listening and understanding each client's unique situation, the Wealth Advisor will guide a team to exemplify...
-
Wealth Management Associate: Salt Lake City
17 hours ago
Salt Lake, Utah, United States BankTalent HQ Full timeAbout BankTalent HQBankTalent HQ is a leading financial services company dedicated to providing exceptional banking solutions to affluent individuals, families, and businesses. Our team of experts is committed to delivering personalized service, expert guidance, and innovative financial solutions to help our clients achieve their long-term financial...
-
Registered Wealth Management Client Associate
1 month ago
Johnson City, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Traverse City, Michigan, United States Atria Wealth Solutions Full timeAtria Wealth Solutions is actively seeking a Licensed Financial Consultant to deliver comprehensive retirement and investment strategies. This role is pivotal in addressing the financial planning requirements of our clientele. As a member of our team, you will benefit from:Quality Leads: Collaborate with branch personnel to receive quality leads, referrals,...
-
Traverse City, Michigan, United States Atria Wealth Solutions Full timeAtria Wealth Solutions is seeking a Licensed Financial Consultant to deliver comprehensive retirement and investment strategies. This role is crucial in addressing the growing financial planning demands of our clientele. As a member of our team, you will benefit from:Established Leads: Collaborate with branch personnel to access warm leads and leverage the...
-
Traverse City, Michigan, United States Atria Wealth Solutions Full timeAtria Wealth Solutions is currently seeking a Licensed Financial Advisor to deliver comprehensive retirement and investment services. This role is crucial as we expand our investment program to meet the growing financial planning demands of our clientele. As a part of our team, you will benefit from numerous advantages: Established Leads: Collaborate with...
-
Wealth Management Client Account Manager
4 days ago
Salt Lake City, United States BankTalent HQ Full timeZions 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...
-
Wealth Management Client Account Manager
1 week ago
Salt Lake City, United States BankTalent HQ Full timeZions 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...
-
Wealth Advisor
2 weeks ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...
-
Wealth Advisor
2 weeks ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...
-
Associate Wealth Advisor
2 months ago
Oklahoma City, United States Lake Street Advisors Group, LLC. Full timeCareer Opportunities with Lake Street Advisors Group LLC A great place to work. Careers At Lake Street Advisors Group LLC Share with friends or Subscribe! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Lake Street Advisors Portsmouth, NH or Boston,...
-
Senior Wealth Management Associate
1 week ago
Foster City, California, United States IEQ Capital Full timeAbout Us IEQ Capital is a Registered Investment Advisor dedicated to revolutionizing the wealth management landscape. Our mission is to merge Intellectual and Emotional Quotients, achieving outstanding investment outcomes rooted in a values-driven culture that emphasizes connection and collaboration with our clients. As an independent, predominantly...
-
Client Services Associate
1 week ago
Grove City, United States Stratos Wealth Partners Full timeJoin Our Dynamic TeamDo you want to be part of a young, energetic team culture? Are you looking for an opportunity with an entrepreneurial, growing firm? If so, read on.At ButsonFinancial Advisors, LLC, we believe that our client relationships start with peopleand purpose and our firm culture is based on this fundamental appreciation ofwhat wealth means to...
-
Client Services Associate
3 weeks ago
Grove City, United States Stratos Wealth Partners Full timeJoin Our Dynamic TeamDo you want to be part of a young, energetic team culture? Are you looking for an opportunity with an entrepreneurial, growing firm? If so, read on. At ButsonFinancial Advisors, LLC, we believe that our client relationships start with peopleand purpose and our firm culture is based on this fundamental appreciation ofwhat wealth means to...
-
Client Services Associate
3 weeks ago
Grove City, United States Stratos Wealth Partners Full timeJoin Our Dynamic TeamDo you want to be part of a young, energetic team culture? Are you looking for an opportunity with an entrepreneurial, growing firm? If so, read on. At ButsonFinancial Advisors, LLC, we believe that our client relationships start with peopleand purpose and our firm culture is based on this fundamental appreciation ofwhat wealth means to...
-
Wealth Management Associate
1 week ago
Iowa City, Iowa, United States MidWestOne Bank Full timeOverview:At MidWestOne Bank, our employees are our top priority. We pride ourselves on being a community bank with a culture rooted in integrity and exceptional customer service. Our team members are the cornerstone of our achievements. If you are looking to join an organization that appreciates your contributions, nurtures your skills, and supports your...
-
Associate Wealth Advisor
3 months ago
Johnson City, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho we areAt Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life NOW and in the future… and it doesn’t have to be complicated. We are a specialized Wealth Management Firm serving entrepreneurs, business owners, executives, and their families. For over 20 years our...