Wealth Advisor - Dallas, Fort Worth, Frisco, TX

Zions Bancorporation • Salt Lake, UT

4d

About The Position

Zions Bancorporation is seeking a Wealth Advisor to join its team of bank partners serving the Dallas, Fort Worth, and Frisco marketplace. The role develops and maintains private client relationships and offers services that may include asset and risk management, banking, credit, trusts and estates, and possibly investment banking. The Wealth Advisor manages the organization’s largest clients and their relationships, participates actively in new business development, may support new product development, and may provide training and guidance to more junior staff. Other duties may be assigned.

Requirements

• Bachelor’s degree and at least 2 years of experience with capital market activities, developing strong client relationships, or other directly related experience; a combination of education and experience may meet the requirements.
• Securities licenses Series 65, 63, and 7 are required.
• Must obtain insurance licenses within 90–180 days of hiring.
• Working knowledge of wealth management.
• Advanced knowledge of sales and closing processes, with PC and presentation skills.
• In-depth product knowledge and excellent sales and relationship management skills.
• Excellent oral and written communication skills to create relationships with clients.
• Ability to analyze and present complex financial modeling.
• Understanding of collateralized personal lending.

Responsibilities

• Develop and maintain private client relationships.
• Provide or coordinate asset and risk management, banking, credit, trusts and estates, and potentially investment banking products and services.
• Manage the largest clients and their relationships.
• Participate actively in new business development.
• May assist with new product development.
• May provide training and guidance to more junior staff.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision insurance starting on day one.
• Life and disability insurance.
• Paid parental leave.
• Adoption assistance.
• Health savings, flexible spending, and dependent care accounts.
• Paid training.
• Paid time off.
• 11 paid federal 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.
• Employee Ambassador preferred banking products.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level