Centralized Wealth Advisor

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 as one of the "Best Banks to Work For" and 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 value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. 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. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

We are currently seeking a Centralized Wealth Advisor to join our team to work with clients across our footprint. This position will be located in our downtown Salt Lake City, Utah location.

• Profile clients to better understand their goals and properly provide solutions that best fit the needs of the client.
• Make recommendations for various platforms and answers questions for products and services offered include asset and risk management, banking, credit, trusts and estates, and possibly investment banking.
• Service and maintain an existing book of business for small or remote area client relationships.
• Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through referrals.
• Other duties as assigned.

Qualifications :

Benefits :