What are the responsibilities and job description for the Wealth Advisor - St. George position at Lensa?
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Zions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 states.
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.
We Are Currently In Search Of a Dedicated Wealth Advisor To Join Our Team Of Bank Partners In The St. George, UT Marketplace. At Zions Bank, Our Wealth Management Team Is Supported By a Cohesive Group Of Banking Professionals, Which Includes
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Additionally, The Ideal Candidate Will
Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
If you have questions about this posting, please contact support@lensa.com
Zions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 states.
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.
We Are Currently In Search Of a Dedicated Wealth Advisor To Join Our Team Of Bank Partners In The St. George, UT Marketplace. At Zions Bank, Our Wealth Management Team Is Supported By a Cohesive Group Of Banking Professionals, Which Includes
- Retail Bankers
- Community/Business Bankers
- Private Bankers
- Commercial Bankers
- Investment Management Portfolio Managers/Advanced Planning Professionals
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Additionally, The Ideal Candidate Will
- 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.
- To excel in this role, candidates should meet the following criteria:
- Requires a 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.
- A CFP® certification is highly preferred.
- Exhibit proficiency in using computers and relevant software.
- Display excellent verbal and written communication abilities.
- Showcase exceptional analytical and presentation skills.
- Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
- 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.
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 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
Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
If you have questions about this posting, please contact support@lensa.com
