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Registered Wealth Associate
1 month ago
Registered Wealth Associate - Salt Lake City
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 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 clients' needs.
Assisting with financial planning software and updating clients' financial plans based on advisor recommendations.
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 activities such as reviewing clients' financial situations, needs, risk tolerance, and assisting with developing recommendations for rebalancing clients' 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.
Qualifications:
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), 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.
Advanced 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.
This position will be open until filled.
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