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Wealth Management
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Enterprise Services
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055372 Requisition #

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.

 

We are currently seeking a Wealth Representative to join the Team. This team offers phone advice and service to our mass market clients across the enterprise in a shared services environment. Position can be located in Salt Lake City, UT or Houston, TX.

 

Responsibilities:

 

  • Services and maintains an existing book of business for small or remote area client relationships.
  • Makes 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.
  • 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.
  • Ensures compliance with all regulatory requirements.
  • Responsible to move money, maintain addresses, etc.
  • Profile clients to better understand their goals and properly provide solutions that best fit the needs of the client by going through page profiles which are scored then complete profiles from those charts.
  • Complete and submit weekly activity reports.
  • Other duties as assigned.

 

Qualifications:

 

  • Requires a Bachelor's
  • 2+ years’ experience with retirement products, general investment matters and applicable tax and estate planning, developing strong client relationships or other directly related experience.
  • A combination of education and experience may meet requirements.
  • Bilingual preferred
  • This role is a phone-based role.
  • Client contacts will be through inbound and outbound calling.
  • Life/Health Insurance License. FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65) required.
  • Licenses must be obtained within 90 days of hire date to maintain employment.
  • Working knowledge of client relationships and wealth management products and processes required.
  • Broad background in retirement products, general investment matters and applicable tax and estate planning issues.
  • Solid product knowledge and relationship management skills.
  • Interpersonal skills and ability to engage clients in a phone-based relationship.
  • Strong oral and written communication skills to create relationships with clients.
  • Demonstrated advisory, client management and proven sales experience providing financial planning services.
  • Solid computing skills that include working with the Microsoft Office suite, and proprietary systems.

To review our Benefits Summary click here.

 

Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.

 

It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

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Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC