Personal Banker Flex

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. We are seeking a client-focused Wealth Advisor to join a high-performing, collaborative team delivering personalized financial guidance. This role is ideal for a relationship-driven professional who thrives in a consultative environment and is passionate about helping clients build, protect, and manage their wealth. You will partner closely with retail banking teams to expand client relationships, while delivering holistic financial planning and investment guidance via video and phone.
Build deep relationships with clients by understanding their goals, priorities, and financial picture. Provide tailored recommendations across investment management, retirement, and asset protection.
Identify held-away assets and guide clients through strategies to consolidate and optimize their portfolios within the firm.
Collaborate closely with retail banking partners to cultivate referral opportunities and expand reach into new client segments.
Conduct high-quality client interactions via phone and video, creating a seamless and personalized experience regardless of location.
Requires a bachelor's degree and experience with retirement products, general investment matters and developing strong client relationships or other directly related experience.
Life/Health Insurance License.
FINRA Registration: Background in retirement products and general investment matters.
Solid investment product knowledge and relationship management skills.
Solid interpersonal skills and ability to engage clients in a phone-based relationship.
Strong problem resolution, analysis, oral and written communication skills to create relationships with clients.
Demonstrated client management and some related sales experience providing financial planning services.
Solid computing skills that include working with the Microsoft Office suite and proprietary systems.
75,000 to $85,000 plus 20% bonus (Based upon relatable skills/experience)

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 12 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business
• Employee Ambassador preferred banking products

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 View phone number on click.appcast.io, Mon.-Click here to view applicable Federal, State and/or local employment law posters.