-
Wealth Advisor
2 weeks ago
Zions Bancorporation Salt Lake City, United StatesZions 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 ...
-
Associate Wealth Advisor
3 weeks ago
Albion Financial Group Salt Lake City, United StatesLocation: · Salt Lake City, Utah (partial hybrid/remote work option available after a one year initial onsite training period) · Who we are: · Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we hav ...
-
Associate Wealth Advisor
2 weeks ago
Albion Financial Group Salt Lake City, United StatesLocation: · Salt Lake City, Utah (partial hybrid/remote work option available after a one year initial onsite training period) · Who we are: · Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we hav ...
-
Wealth Advisor, Salt Lake City
3 weeks ago
Virtus Investment Partners Salt Lake City, United StatesWealth Advisor, Salt Lake City page is loaded · Wealth Advisor, Salt Lake City · Apply · locations · Remote · time type · Full time · posted on · Posted 20 Days Ago · job requisition id · R511 · Although we value experience and skills, we also care about who you are. W ...
-
Wealth Advisor
3 weeks ago
Mountain America Credit Union West Jordan, United StatesPlease reference the schedule and minimum qualifications listed below before applying. · If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or e ...
-
Wealth Advisor
3 weeks ago
BankTalent HQ Draper, United StatesZions 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 Wo ...
-
Wealth Management Advisor
1 week ago
US Bank Park City, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
-
Investment advisor for private clients
3 weeks ago
Spectrum Innovations Lake City, United StatesWe are a modern company with a centuries-old tradition, based on the cooperative principle of "One for all - all for one". And we stick to that. At our Lake City location, you will work as a team player (m/f/d) and can always rely on your colleagues. This gives us strength and pr ...
-
Financial Advisor
4 days ago
S Piper Staffing LLC Salt Lake City, United StatesTitle: Financial Advisor (CFP Required) · Type: Full-time / Perm / Fully On-site · Salary: 125K - $250K/annually, depending on location and experience. · Locations: · San Francisco Bay Area, CA · San Francisco, CA · Los Gatos, CA · San Mateo, CA · Reno, NV · Seattle, WA · Bellevu ...
-
Financial Advisor
5 days ago
S Piper Staffing LLC Salt Lake City, United StatesTitle: Financial Advisor (CFP Required) · Type: Full-time / Perm / Fully On-site · Salary: 125K - $250K/annually, depending on location and experience. · Locations: · Reno, NV · Salt Lake City, UT · Anchorage, AK · Portland, OR · Seattle, WA · Bellevue, WA · Summary: · Our client ...
-
Southwest, Regional Director
2 weeks ago
iCapital Salt Lake City, United StatesJob Description · Job DescriptioniCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strate ...
-
Administrative Assistant
1 day ago
Squire & Company PC- Salt Lake City, United StatesJob Description · Job DescriptionAbout Squire · Are you passionate about driving excellence and embracing innovation? Join our team where your dedication is not only valued but celebrated. Take the opportunity to contribute to a firm that recognizes and rewards your hard work. Ap ...
-
Client Delivery Advocate
1 week ago
iCapital Salt Lake City, United StatesJob Description · Job DescriptioniCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strate ...
-
Tax Supervisor
1 week ago
Squire & Company PC- Salt Lake City, United StatesJob Description · Job DescriptionAbout Squire: · Are you passionate about driving excellence and embracing innovation? Join our team where your dedication is not only valued but celebrated. Take the opportunity to contribute to a firm that recognizes and rewards your hard work. A ...
-
Tax Administrative Assistant
1 week ago
Squire & Company PC- Salt Lake City, United StatesJob Description · Job DescriptionAbout Squire: · Are you passionate about driving excellence and embracing innovation? Join our team where your dedication is not only valued but celebrated. Take the opportunity to contribute to a firm that recognizes and rewards your hard work. A ...
-
BankTalent HQ Salt Lake City, United StatesZions 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 ...
-
Wealth Client Account Services Associate: SLC
3 weeks ago
BankTalent HQ Salt Lake City, United StatesZions 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 ...
-
Wealth Management Client Account Manager
3 weeks ago
BankTalent HQ Salt Lake City, United StatesZions 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 ...
-
Financial Planner
3 weeks ago
Albion Financial Group Salt Lake City, United StatesLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period) · Who we are: · Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put ...
-
Tax Director
2 days ago
Forvis Salt Lake City, United States& Requirements · FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth ...
Wealth Advisor - Salt Lake City, United States - BankTalent HQ
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.
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 thatexpands across eight affiliate banks in the Western United States.
We are currently in search of a dedicatedWealth 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
& /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.#J-18808-Ljbffr
