Zions Bancorporation
Overview
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. Amegy Bank helps you transform your career and grow with a supportive environment. 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 wealth management is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve long-term financial objectives. Wealth Management is a growth-focused area within Zions Bancorporation. We are in search of a dedicated
Wealth Advisor
to join our team in the Houston marketplace. Our 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 relationships with members of the banking team. Deliver an exceptional client experience, evaluate and educate, develop tailored solutions and recommendations, and implement investment strategies to meet client needs. Perform financial planning, investment management, insurance, and trust services; make presentations; partner with internal banking professionals; coordinate with wealth management team members to deliver the right solution for clients.
Qualifications
Bachelor’s degree required. Minimum of 5 years of directly related experience; 10+ years preferred. Combination of education and experience may meet requirements. Required licenses: FINRA Series 7 & 66 (65/63), life and health insurance. CFP certification highly preferred. Proficiency with computers and relevant software; excellent verbal and written communication skills. Strong analytical and presentation abilities; experience with financial planning software and complex financial modeling. Proven track record of building and managing high net worth client relationships and exceeding sales targets. Strong understanding of financial planning concepts.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Amegy Bank by 2x.
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At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. Amegy Bank helps you transform your career and grow with a supportive environment. 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 wealth management is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve long-term financial objectives. Wealth Management is a growth-focused area within Zions Bancorporation. We are in search of a dedicated
Wealth Advisor
to join our team in the Houston marketplace. Our 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 relationships with members of the banking team. Deliver an exceptional client experience, evaluate and educate, develop tailored solutions and recommendations, and implement investment strategies to meet client needs. Perform financial planning, investment management, insurance, and trust services; make presentations; partner with internal banking professionals; coordinate with wealth management team members to deliver the right solution for clients.
Qualifications
Bachelor’s degree required. Minimum of 5 years of directly related experience; 10+ years preferred. Combination of education and experience may meet requirements. Required licenses: FINRA Series 7 & 66 (65/63), life and health insurance. CFP certification highly preferred. Proficiency with computers and relevant software; excellent verbal and written communication skills. Strong analytical and presentation abilities; experience with financial planning software and complex financial modeling. Proven track record of building and managing high net worth client relationships and exceeding sales targets. Strong understanding of financial planning concepts.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Amegy Bank by 2x.
#J-18808-Ljbffr