Wealth Management Specialist

4 days ago


Salt Lake, Utah, United States BankTalent HQ Full time
Wealth Advisor Role Overview

Zions Bank's Wealth Management Team is seeking a dedicated Wealth Advisor to join our team of banking professionals in the Salt Lake City, UT marketplace. As a Wealth Advisor, you will be responsible for building and nurturing relationships with high-net-worth individuals, families, and businesses, providing expert guidance on financial planning, investment strategies, and risk management.

Key Responsibilities:
  • Deliver exceptional client experiences through personalized financial solutions and tailored investment strategies.
  • Evaluate and educate clients on a wide range of investment, insurance, and banking strategies.
  • Develop and implement comprehensive financial plans, including investment management, insurance, and trust services.
  • Collaborate with internal banking professionals to deliver seamless client experiences.
  • Stay up-to-date on industry trends and regulatory requirements to provide expert guidance to clients.
Requirements:
  • Bachelor's degree in a related field.
  • Minimum of 4 years of directly related experience, with 10+ years preferred.
  • FINRA Series 7 & 63 licenses, life and health insurance licenses, and CFP certification highly preferred.
  • Excellent communication, relationship management, and sales skills.
  • Ability to analyze and present complex financial data and models.

We are committed to providing a collaborative and supportive work environment that fosters growth and development. If you are a motivated and experienced financial services professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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