Wealth Representative

3 days ago

Salt Lake City, United States Zions Bank Full time

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.

We are currently seeking a Wealth Representative to join our team. This position will be located in our downtown Salt Lake City, Utah location.

  • Services and maintains an existing book of business for small or remote area client relationships.
  • Makes recommendations for various platforms and answers questions for products and services offered include asset and risk management, banking, credit, trusts and estates, and possibly investment banking.
  • Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through referrals.
  • Ensures compliance with all regulatory requirements.
  • Responsible to move money, maintain addresses, etc.
  • Profile clients to better understand their goals and properly provide solutions that best fit the needs of the client by going through page profiles which are scored then complete profiles from those charts.
  • Complete and submit weekly activity reports.
  • Other duties as assigned.
Qualifications:
  • Requires a bachelor's degree and some experience with retirement products, general investment matters and developing strong client relationships or other directly related experience. A combination of education and experience may meet requirements. Life/Health Insurance License.
  • FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65) required.
  • Working knowledge of client relationships and wealth management products and processes required.
  • Some background in retirement products and general investment matters.
  • Solid investment product knowledge and relationship management skills.
  • Solid interpersonal skills and ability to engage clients in a phone-based relationship.
  • Strong problem resolution, analysis, oral and written communication skills to create relationships with clients.
  • Demonstrated client management and some related sales experience providing financial planning services.
  • Solid computing skills that include working with the Microsoft Office suite and proprietary systems.
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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

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