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Wealth Management Specialist

2 months ago

Irvine, California, United States Zions Bancorporation Full time

About the Role:

We are seeking a dedicated Wealth Advisor to join our team of banking professionals at Zions Bancorporation. As a key member of our Wealth Management Team, you will be responsible for providing expert financial guidance and portfolio management services to our clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to individual client needs
  • Manage and grow client portfolios to achieve long-term financial goals
  • Provide ongoing financial guidance and support to clients
  • Collaborate with cross-functional teams to deliver exceptional client experiences

Requirements:

  • Proven experience in wealth management or a related field
  • Strong knowledge of financial planning and portfolio management principles
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation and benefits package