Zions Bancorporation
Overview
Wealth Advisor - Boise role at Zions Bancorporation. 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 is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve long-term financial objectives. We are in search of a dedicated Wealth Advisor to join our team of bank partners in the Boise, ID area. At Zions Bank, the Wealth Management Team is supported by a cohesive group of banking professionals, including Retail Bankers, Community/Business Bankers, Private Bankers, Commercial Bankers, and Investment Management Portfolio Managers/Advanced Planning Professionals. Responsibilities
Build wealth management relationships by actively cultivating and nurturing strong relationships with members of the banking team. Deliver an exceptional client experience, evaluate and educate clients, develop tailored solutions, provide investment recommendations, and implement investment strategies to meet client needs. Engage in financial planning, investment management, insurance, and trust services; deliver presentations; partner with internal banking professionals; coordinate with wealth management team members to deliver the right solution for clients. Ideal Candidate
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. Adept at evaluating, advising, and supporting the bank’s clients effectively. Qualifications and Requirements
Bachelor’s degree preferred or equivalent combination of education and experience. Minimum of 4 years of directly related experience; 10+ years preferred. Required licenses: FINRA Series 7 & 66 (or 65/63), life and health insurance. CFP® certification highly preferred. Proficiency with computers and relevant software; excellent verbal and written communication. Strong analytical and presentation skills; experience with financial planning software and complex financial modeling. Track record of building and managing high net worth client relationships and exceeding sales targets. Keen understanding of financial planning processes. Employment details
Employment type: Full-time Seniority level: Mid-Senior level Industries: Banking
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Wealth Advisor - Boise role at Zions Bancorporation. 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 is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve long-term financial objectives. We are in search of a dedicated Wealth Advisor to join our team of bank partners in the Boise, ID area. At Zions Bank, the Wealth Management Team is supported by a cohesive group of banking professionals, including Retail Bankers, Community/Business Bankers, Private Bankers, Commercial Bankers, and Investment Management Portfolio Managers/Advanced Planning Professionals. Responsibilities
Build wealth management relationships by actively cultivating and nurturing strong relationships with members of the banking team. Deliver an exceptional client experience, evaluate and educate clients, develop tailored solutions, provide investment recommendations, and implement investment strategies to meet client needs. Engage in financial planning, investment management, insurance, and trust services; deliver presentations; partner with internal banking professionals; coordinate with wealth management team members to deliver the right solution for clients. Ideal Candidate
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. Adept at evaluating, advising, and supporting the bank’s clients effectively. Qualifications and Requirements
Bachelor’s degree preferred or equivalent combination of education and experience. Minimum of 4 years of directly related experience; 10+ years preferred. Required licenses: FINRA Series 7 & 66 (or 65/63), life and health insurance. CFP® certification highly preferred. Proficiency with computers and relevant software; excellent verbal and written communication. Strong analytical and presentation skills; experience with financial planning software and complex financial modeling. Track record of building and managing high net worth client relationships and exceeding sales targets. Keen understanding of financial planning processes. Employment details
Employment type: Full-time Seniority level: Mid-Senior level Industries: Banking
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