Wealth Advisor - Dallas, Fort Worth, Frisco, TX

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 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 in search of a dedicated Wealth Advisor to join our team of bank partners in the Dallas, Fort Worth, Frisco marketplace. 

Key Responsibilities: 

• Develops and maintains private client relationships.  

• Products and services offered include asset and risk management, banking, credit, trusts and estates, and possibly investment banking.  

• May provide training and guidance to more junior staff.  

• Actively involved in new business development.  

• May assist in new product development.  

• Manages largest clients and those relationships.  

• Other duties as assigned. 

Qualifications:  

• Requires a Bachelors and 2+ years' experience with capital market activities, developing strong client relationships or other directly related experience. A combination of education and experience may meet requirements.  

• Securities licence required--Series 65, 63 and 7.  

• Must obtain insurance licenses within 90-180 days of hiring.  

• Working knowledge of wealth management required.  

• Advance knowledge of sales and closing processes utilizing PC and presentation skills.  

• In-depth product knowledge and excellent sales & relationship management skills.  

• Excellent oral and written communication skills to create relationships with clients.  

• Ability to analyze and present complex financial modeling.  

• Understanding of collateralized personal lending. 

Benefits:  

• Medical, Dental and Vision Insurance – START DAY ONE! 

• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance 

• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts 

• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 

• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience 

• Mental health benefits, including coaching and therapy sessions 

• Tuition Reimbursement for qualifying employees 

• Employee Ambassador preferred banking products