Wealth Advisor - Tucson

Zions Bancorporation•Tucson, AZ

13h•Onsite

About The Position

Zions 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 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 that expands across eight affiliate banks in the Western United States. The company is seeking a dedicated Wealth Advisor to join its team of bank partners in the Tucson, Arizona marketplace. At National Bank of Arizona, 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/Advanced Planning Professionals. As a Zions Wealth Advisor, the role involves building wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. The 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.

Requirements

Requires a Bachelor’s degree
A minimum of 4 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

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

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, recommendations, and implementing investment strategies to meet the needs of the bank’s clients
Perform financial planning
Manage investments
Provide insurance and trust services
Make presentations
Partner with internal banking professionals
Coordinate with wealth management team members to deliver the right solution for the clients
Exhibit a strong passion for providing top-tier client experience within a collaborative team environment
Be 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