Wealth Advisor Boise
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 thatexpands across eight affiliate banks in the Western United States.
We are currently in search of a dedicatedWealth Advisorto join our team of bank partners in the Boise ID area. 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
As a Zions Wealth Advisor your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience evaluate and educate develop tailored solutions recommendations and implementing the investment strategies to meet the needs of the banks clients.
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 banks clients effectively.
Requirements:
- To excel in this role candidates should meet the following criteria:
- Requires aBachelors 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.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Zions Bancorporation recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the.....
