Description
Zions Bancorporation is hiring a Centralized Wealth Advisor to partner with retail banking teams and provide personalized financial planning, investment guidance, retirement advice, and asset-protection recommendations through phone and video consultations. The role maintains and grows an existing client book, identifies held-away assets, develops referral opportunities, and manages client relationships. It requires a bachelor's degree, relevant retirement or investment experience, FINRA Series 7 and Series 66 (or Series 63 and Series 65) registration, and a Life/Health Insurance License. The position is in-office in Salt Lake City, pays $75,000 to $85,000 plus a 20% bonus, and includes medical, dental, vision, retirement, paid leave, and other benefits.
