Wealth Advisor - Las Vegas
About The Position
Nevada State Bank, a division of Zions Bancorporation, N.A., is seeking a dedicated Wealth Advisor to join their team in Las Vegas, NV. This role is part of the Zions Wealth Management division, which offers comprehensive financial services to affluent individuals, families, and businesses. The Wealth Advisor will build and nurture relationships with banking team members to deliver exceptional client experiences, evaluate client needs, and implement tailored investment strategies. The position involves financial planning, investment management, insurance, trust services, and collaboration with internal banking professionals and wealth management team members.
Requirements
- 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.
- Proficiency in using computers and relevant software.
- Excellent verbal and written communication abilities.
- Exceptional analytical and presentation skills.
- Ability to analyze and present complex financial modeling.
- Track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
- Keen understanding of financial planning.
Nice To Haves
- A CFP® certification is highly preferred.
- Experience with financial planning software preferred.
Responsibilities
- Build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team.
- Deliver an exceptional client experience.
- Evaluate and educate clients.
- Develop tailored solutions and recommendations.
- Implement investment strategies to meet client needs.
- Perform financial planning.
- Manage investments.
- Handle insurance and trust services.
- Make presentations.
- Partner with internal banking professionals.
- Coordinate with wealth management team members to deliver the right solution for clients.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance
- Paid Parental Leave
- Adoption Assistance
- Health Savings (HSA)
- Flexible Spending (FSA)
- Dependent care accounts
- Paid Training
- Paid Time Off (PTO)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
