Registered Wealth Associate
Zions Bancorporation is one of the nations premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the Best Banks to Work For and as having a top banking team in its list of The Most Powerful Women in Banking. Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a local business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Wealth Management is currently seeking an experienced Registered Wealth Associate in Salt Lake City, UT or Houston, TX to assist with servicing our clients.
Responsibilities:
Responsible for taking incoming client requests and actively servicing clients needs.
Assisting with financial planning software and updating clients financial plans based on advisor recommendations.
Responsible for working with Wealth Advisor(s) to actively manage the sales prospect pipeline and prepare for client investment reviews and financial planning meetings.
May have some business development activities such as reviewing client's financial situations, needs, risk tolerance, and assisting with developing recommendations for rebalancing clients portfolios.
Responsibilities also include securities trading, attending and speaking at client seminars/events, training branch staff on sourcing quality investment referrals, and other revenue generating activities as needed.
Other duties as assigned.
Qualifications:
Requires a Bachelor's degree and some experience with Wealth Management, developing strong client relationships, and other directly related experience.
Series 7 & 66, (63/65), life and health required within the first 180 days of employment.
Willingness to obtain insurance license.
A combination of education and experience may meet requirements.
Basic knowledge of wealth management required.
Advance knowledge of sales and closing processes utilizing PC and presentation skills.
Excellent oral and written communication skills to create relationships with clients.
Ability to analyze and present complex financial modeling.
This position will be open until filled.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidates criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Companys policy not to discriminate because of a persons relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [email protected] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC
Apply Now
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Wealth Management is currently seeking an experienced Registered Wealth Associate in Salt Lake City, UT or Houston, TX to assist with servicing our clients.
Responsibilities:
Responsible for taking incoming client requests and actively servicing clients needs.
Assisting with financial planning software and updating clients financial plans based on advisor recommendations.
Responsible for working with Wealth Advisor(s) to actively manage the sales prospect pipeline and prepare for client investment reviews and financial planning meetings.
May have some business development activities such as reviewing client's financial situations, needs, risk tolerance, and assisting with developing recommendations for rebalancing clients portfolios.
Responsibilities also include securities trading, attending and speaking at client seminars/events, training branch staff on sourcing quality investment referrals, and other revenue generating activities as needed.
Other duties as assigned.
Qualifications:
Requires a Bachelor's degree and some experience with Wealth Management, developing strong client relationships, and other directly related experience.
Series 7 & 66, (63/65), life and health required within the first 180 days of employment.
Willingness to obtain insurance license.
A combination of education and experience may meet requirements.
Basic knowledge of wealth management required.
Advance knowledge of sales and closing processes utilizing PC and presentation skills.
Excellent oral and written communication skills to create relationships with clients.
Ability to analyze and present complex financial modeling.
This position will be open until filled.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidates criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Companys policy not to discriminate because of a persons relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [email protected] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC
Apply Now