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Wealth Management Associate
2 months ago
Zions Bancorporation is a leading financial services company operating in western markets. We are committed to providing exceptional banking services to our customers and creating fulfilling opportunities for outstanding employees.
Job Summary:We are seeking an experienced Registered Wealth Associate to join our team in Salt Lake City. The successful candidate will be responsible for servicing clients, assisting with financial planning, and managing the sales prospect pipeline.
Responsibilities:- Provide exceptional client service and actively manage client relationships.
- Assist with financial planning software and update client financial plans based on advisor recommendations.
- Work with Wealth Advisors to manage the sales prospect pipeline and prepare for client investment reviews and financial planning meetings.
- Develop recommendations for rebalancing client portfolios and assist with business development activities.
- Perform securities trading, attend client seminars, and train branch staff on sourcing quality investment referrals.
- Bachelor's degree and experience in Wealth Management or a related field.
- Series 7 & 66, (63/65) required. Life and health insurance licenses required within the first 180 days of employment.
- Ability to analyze and present complex financial modeling.
- Excellent oral and written communication skills to create relationships with clients.
We offer a competitive compensation package, including benefits starting on day one, 12 bank holidays, profit sharing, and company-matched 401(k) contributions. If you are a motivated and experienced professional looking for a challenging opportunity, please apply.
