Wealth Advisor - Greater Houston Area

Zions Bancorporation•Houston, TX

1d•Onsite

About The Position

At Amegy Bank, people and culture are at the heart of everything they do, living by the motto of “everyone counts” and recognizing the diverse values and experiences each employee brings. Amegy Bank aims to support and help employees thrive and grow their careers. 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 is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for Zions Bancorporation, which expands across eight affiliate banks in the Western United States. Amegy Bank is seeking a dedicated Wealth Advisor to join their team of bank partners in the greater Houston marketplace, with candidates located in both Houston and The Woodlands being considered. The Wealth Management Team is supported by a cohesive group of banking professionals, including Retail Bankers, Community/Business Bankers, Private Bankers, Commercial Bankers, Investment Management Portfolio Managers, and Advanced Planning Professionals. As a Wealth Advisor, the role involves building wealth management relationships by actively cultivating and nurturing robust relationships with each member of the banking team. The focus is on delivering an exceptional client experience, evaluating and educating clients, developing tailored solutions and recommendations, and implementing investment strategies to meet client needs.

Requirements

Requires a Bachelor’s degree
A minimum of 5 years of directly related experience
Required licensing: FINRA Series 7 & 66 (65/63), life and health insurance
Exhibit proficiency in using computers and relevant software
Display excellent verbal and written communication abilities
Showcase exceptional analytical and presentation skills
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

Nice To Haves

A CFP® certification is highly preferred
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling
10+ years of directly related experience

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 the needs of the bank’s clients
Conduct financial planning
Manage investments
Provide insurance services
Offer trust services
Make presentations
Partner with internal banking professionals
Coordinate with wealth management team members to deliver the right solution for the clients