Wealth Advisor Denver

At Vectra Bank were proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace we combine deep resources with attentive relationship driven service to support families businesses and the communities we call home.

Were committed to creating a great place to build a career welcoming employees whose talent drive and diverse perspectives help us deliver custom financial solutions. With day one benefits ample growth opportunities and a culture centered on listening collaboration and care Vectra Bank is a place to grow thrive and make a meaningful impact. We believe we are Big enough to count and small enough to care.

With benefits starting on day one over 11 bank holidays and a company committed to career growth and advancement we are dedicated to being an employer of choice in our industry and community. At Vectra Bank the possibilities are endless come for a job stay for a career.

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 dedicatedWealth Advisor to join our team of bank partners in the Denver marketplace. At Vectra 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 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.

Qualifications:

To excel in this role candidates should meet the following criteria:

• Requires aBachelors degree
• A minimum of 5 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.

This position is eligible to earn a base salary of $75000-$125000 depending on job-related factors such as level of experience and location plus participation in the commission plan that will be discussed as part of the hiring process.

Benefits:

• Medical Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance Paid Parental 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