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 primary goal is to help clients grow and preserve wealth while navigating complex financial situations. The Wealth Advisor will build relationships with banking team members, deliver exceptional client experiences, and implement investment strategies. This is a strategic growth opportunity for Zions Bancorporation, which operates across eight affiliate banks in the Western United States.
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.
- Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
- A 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.
- Exhibit a strong passion for providing top-tier client experience within a collaborative team environment.
- 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.
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, educate, develop tailored solutions, recommendations, and implement investment strategies to meet client needs.
- Financial planning.
- Investment management.
- Insurance.
- Trust services.
- Making presentations.
- Partnering with internal banking professionals.
- Coordinating 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 and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and 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
Senior
