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Zions Bancorporation Wealth Advisor - Reno in Reno, Nevada

Wealth Advisor - Reno

Description

Committedto our state since 1959, Nevada State Bank keeps a focus on customer service ofthe highest standards. We strive to attract and retain the best and thebrightest talent. Nevada State Bank is looking for colleagues who do the rightthing, present a can-do spirit, provide accountability, and act as financialspecialists. Our shared commitment to the Bank’s Open-Door core values shapeevery colleague’s attitude, response, and daily actions. Nevada State Bank, adivision of Zions Bancorporation, N.A., is a full-service bank offering acomplete range of consumer, private and business banking services with branchesserving 20 communities across the state of Nevada.

Wealth Advisor – Reno NV. - Responsibilities : We are seeking a Wealth Advisor to join a team of banking partners in in the Reno, NV marketplace.

Private Wealth Management at Nevada State Bank is delivered by a team of banking professionals including:

Private Bankers

Investment Management Portfolio Managers

Advanced Planning Professionals

Commercial Bankers

Business Bankers

Retail Bankers

Nevada State Bank Wealth Advisors are responsible for actively developing and maintaining strong bank partner relationships with each member of the banking team. WM Advisors must create and maintain a superior client experience, assess and advise client’s needs on all financial matters, develop recommendations and assist in the active implementation of solutions. Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking. Other duties as assigned.

Qualifications

Qualifications:

The ideal candidate will: Have a passion to serve clients in a team oriented fashion. Have a client consulting process that is financial plan based. Possess in-depth knowledge of a full-range of investment, insurance, and banking solutions. Have excellent communications, relationship management and sales skills. The ability to effectively assess, advise, and assist bank’s clients.

Requirements:

  • Series 7

  • 65 and 63 or 66

  • Life and Health Insurance license

  • Bachelor’s degree and 2 years directly related experience.

  • CFP or CFA preferred

  • Strong computer skills.

  • Excellent oral and written communication skills.

  • Exceptional analytical skills.

Primary Location Nevada-Reno-NV - West Liberty Branch

The Power Finance Analyst will be responsible to:

Committedto our state since 1959, Nevada State Bank keeps a focus on customer service ofthe highest standards. We strive to attract and retain the best and thebrightest talent. Nevada State Bank is looking for colleagues who do the rightthing, present a can-do spirit, provide accountability, and act as financialspecialists. Our shared commitment to the Bank’s Open-Door core values shapeevery colleague’s attitude, response, and daily actions. Nevada State Bank, adivision of Zions Bancorporation, N.A., is a full-service bank offering acomplete range of consumer, private and business banking services with branchesserving 20 communities across the state of Nevada.

Wealth Advisor – Reno NV. - Responsibilities : We are seeking a Wealth Advisor to join a team of banking partners in in the Reno, NV marketplace.

Private Wealth Management at Nevada State Bank is delivered by a team of banking professionals including:

Private Bankers

Investment Management Portfolio Managers

Advanced Planning Professionals

Commercial Bankers

Business Bankers

Retail Bankers

Nevada State Bank Wealth Advisors are responsible for actively developing and maintaining strong bank partner relationships with each member of the banking team. WM Advisors must create and maintain a superior client experience, assess and advise client’s needs on all financial matters, develop recommendations and assist in the active implementation of solutions. Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking. Other duties as assigned.

Qualifications

Qualifications:

The ideal candidate will: Have a passion to serve clients in a team oriented fashion. Have a client consulting process that is financial plan based. Possess in-depth knowledge of a full-range of investment, insurance, and banking solutions. Have excellent communications, relationship management and sales skills. The ability to effectively assess, advise, and assist bank’s clients.

Requirements:

  • Series 7

  • 65 and 63 or 66

  • Life and Health Insurance license

  • Bachelor’s degree and 2 years directly related experience.

  • CFP or CFA preferred

  • Strong computer skills.

  • Excellent oral and written communication skills.

  • Exceptional analytical skills.

Work Locations Nevada-Reno-NV - West Liberty Branch

CBT Wealth Management

Req ID: 048703

Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

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