Centralized Wealth Advisor - Salt Lake City or Houston

Zions Bancorporation•Salt Lake, UT

2d•Hybrid

About The Position

Zions Bancorporation is seeking a client-focused Wealth Advisor to join a high-performing, collaborative team delivering personalized financial guidance. This role is ideal for a relationship-driven professional who thrives in a consultative environment and is passionate about helping clients build, protect, and manage their wealth. You will partner closely with retail banking teams to expand client relationships, while delivering holistic financial planning and investment guidance via video and phone.

Requirements

Requires a bachelor's degree and experience with retirement products, general investment matters and developing strong client relationships or other directly related experience.
A combination of education and experience may meet requirements.
Life/Health Insurance License.
FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65) required.
Knowledge of client relationships and wealth management products and processes required.
Background in retirement products and general investment matters.
Solid investment product knowledge and relationship management skills.
Solid interpersonal skills and ability to engage clients in a phone-based relationship.
Strong problem resolution, analysis, oral and written communication skills to create relationships with clients.
Demonstrated client management and some related sales experience providing financial planning services.
Solid computing skills that include working with the Microsoft Office suite and proprietary systems.
Profile clients to better understand their goals and properly provide solutions that best fit the needs of the client.

Responsibilities

Build deep relationships with clients by understanding their goals, priorities, and financial picture.
Provide tailored recommendations across investment management, retirement, and asset protection.
Maintain and grow an existing book of business, proactively identifying opportunities to enhance client outcomes and deepen engagement.
Identify held-away assets and guide clients through strategies to consolidate and optimize their portfolios within the firm.
Collaborate closely with retail banking partners to cultivate referral opportunities and expand reach into new client segments.
Conduct high-quality client interactions via phone and video, creating a seamless and personalized experience regardless of location.
Other duties as assigned.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance
Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training
Paid Time Off (PTO)
12 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match
Profit Sharing
competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business
Employee Ambassador preferred banking products