Jobs
>
San Francisco

    Wealth Advisor - West Valley City, United States - Zions Bancorporation

    Zions Bancorporation
    Zions Bancorporation West Valley City, United States

    1 week ago

    Default job background
    Description

    Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.

    We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Salt Lake City, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:

    • Retail Bankers
    • Community/Business Bankers
    • Private Bankers
    • Commercial Bankers
    • Investment Management Portfolio Managers/Advanced Planning Professionals
    As a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.

    Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.

    Additionally, the ideal candidate will:
    • Exhibit a strong passion for providing top-tier client experience within a collaborative team environment.
    • Skilled in a client-centric consulting process, starting with discovery and financial planning.
    • Possess an extensive understanding of a wide array of investment, insurance, and banking strategies.
    • Demonstrate exceptional communication, relationship management, and sales skills.
    • Be adept at evaluating, advising, and supporting the bank's clients effectively.
    Requirements:
    • To excel in this role, candidates should meet the following criteria:
    • Requires a Bachelor's degree
    • A minimum of 4 years of directly related experience, 10+ years preferred.
    • A combination of education and experience may meet the requirements.
    • Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
    • A CFP certification is highly preferred.
    • Exhibit proficiency in using computers and relevant software.
    • Display excellent verbal and written communication abilities.
    • Showcase exceptional analytical and presentation skills.
    • Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
    • Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
    • Process a keen understanding of financial planning.
  • BakerAvenue

    Wealth Advisor

    5 days ago

    BakerAvenue San Francisco, United States

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to ...

  • BakerAvenue

    Wealth Advisor

    1 week ago

    BakerAvenue San Francisco, United States

    Job Description · Job Description Salary: $150k - $250k (based on experience) · Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, fa ...

  • Baker Avenue

    Wealth Advisor

    1 week ago

    Baker Avenue San Francisco, United States

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to ...

  • BakerAvenue

    Wealth Advisor

    4 days ago

    BakerAvenue San Francisco, United States

    Job Description · Job DescriptionSalary: $150k - $250k (based on experience) · Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, fami ...

  • Equitable Services

    Wealth Management Advisor

    1 week ago

    Equitable Services San Francisco, United States

    Save this job with your existing LinkedIn profile, or create a new one. · Save this job with your existing LinkedIn profile, or create a new one. · Your job seeking activity is only visible to you. · Email · Welcome back · Sign in to save · Wealth Management Advisor · at · ...

  • Citigroup Inc

    Senior Wealth Advisor

    1 week ago

    Citigroup Inc San Francisco, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • Capital Group

    Private Wealth Advisor

    1 week ago

    Capital Group San Francisco, United States

    "I can succeed as a Private Wealth Advisor at Capital Group." · One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will wor ...

  • Citigroup Inc

    Senior Wealth Advisor

    2 weeks ago

    Citigroup Inc San Francisco, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citi ...

  • Citigroup Inc

    Senior Wealth Advisor

    15 hours ago

    Citigroup Inc San Francisco, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • The Judson Group

    Associate Wealth Advisor

    1 week ago

    The Judson Group San Francisco, United States

    Reference Number: HRJ7514 · Location: San Francisco, California · Judson Group has been retained by a female founded RIA with a business owner and tech executive client focus in it's search for an · Associate Wealth Advisor . This individual will support the firm advisors and ot ...

  • Capital Group

    Private Wealth Advisor

    3 weeks ago

    Capital Group San Francisco, United States Full time

    "I can succeed as a Private Wealth Advisor at Capital Group." · One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work ...

  • Judson Group

    Associate Wealth Advisor

    1 week ago

    Judson Group San Francisco, United States

    Judson Group has been retained by a growing independently held RIA in the search for an AssociateWealth Advisor . This individual will be supporting the firm's Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. Th ...

  • Judson Group

    Associate Wealth Advisor

    1 week ago

    Judson Group San Francisco, United States

    Judson Group has been retained by a growing independently held RIA in the search for an AssociateWealth Advisor . This individual will be supporting the firms Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ...

  • Fidelity Investments

    Wealth Financial Advisor

    2 weeks ago

    Fidelity Investments San Francisco, CA, United States

    Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existi ...

  • 10500 WMC Wellington Management Company LLP

    Portfolio Advisor, US Wealth

    1 week ago

    10500 WMC Wellington Management Company LLP San Francisco, United States Full time

    About the Role · THE POSITION · We are seeking a talented, driven individual to fill a Portfolio Advisor, Wealth position. The candidate will be responsible for generating investment sales to financial advisors at wire-houses, independent and national/regional broker dealers. T ...

  • Virtus Investment Partners

    Wealth Advisor, Salt Lake City

    2 weeks ago

    Virtus Investment Partners San Francisco, United States

    Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · If you want to know about the requirements for this role, ...

  • Adviser Investments

    Wealth Advisor

    1 week ago

    Adviser Investments San Rafael, United States

    RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of ...

  • IEQ Capital

    Wealth Advisor

    1 week ago

    IEQ Capital Foster City, United States

    Wealth Advisor · Who are we? · IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture tha ...

  • RWA Wealth Partners LLC

    Wealth Advisor

    1 week ago

    RWA Wealth Partners LLC San Rafael, United States

    Job Description · Job Description · Organization · RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few ca ...

  • HighTower Advisors

    Wealth Advisor

    1 week ago

    HighTower Advisors San Ramon, United States

    The Firm · Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to help them live their best life possible. The Fronti ...