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. Zions 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 often 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. Zions Wealth Management is a strategic focus for the Zions
Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Draper, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Investment Management Portfolio Managers/Advanced Planning Professionals Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers As a Zions Wealth Advisor, your role will involve 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 offer guidance on various financial vehicles, devising recommendations, and implementing the investment strategy.
As someone who wishes to be an entrepreneur, you will continuously look for opportunities to grow your 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 internal partner referrals. Other responsibilities will include financial planning, investment management, insurance, trust services, trading, and speaking events, as well as coordinating with wealth management specialists to deliver the right solution for the client.
The ideal candidate will: Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. Follow a client-centric consulting process that starts with financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. Demonstrate exceptional communication, relationship management, and sales skills. Be adept at evaluating, advising, and supporting the bank's clients effectively.
Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's 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® or CFA certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skillinteractionperience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Additionally, incorporating components from other similar job postings, we also seek candidates who: Exhibit a track record of building and managing high net worth client relationships. Possess a keen understanding of financial planning. Can demonstrate a history of successfully exceeding sales targets. Exhibit a deep commitment to continuous professional development and staying up to date with industry markets, trends, certifications, and best practices.
If this description resonates with your career goals and expertise, we encourage you to apply and join our dynamic team of dedicated financial professionals.
most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
