Wealth Advisor - Dallas, Fort Worth, Frisco, TX

Zions Bancorporation; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance — 1

Life and Disability Insurance

Paid Time Off (PTO)

401(k) with company match

Job summary

Zions Bancorporation is seeking a Wealth Advisor to join its team in the Dallas–Fort Worth area. This role focuses on developing and maintaining private client relationships, offering a range of wealth management and banking services, and driving new business with large clients.

The position requires a Bachelor's degree and 2+ years in capital markets or related client relationships, plus licenses (Series 65, 63, 7) within a stated period.

Qualifications

• Requires a Bachelor's degree and 2+ years' experience with capital market activities or related client relationships.
• Working knowledge of wealth management required.
• Must obtain securities licenses (Series 65, 63 and 7) within 90-180 days of hiring.
• Ability to analyze and present complex financial scenarios.
• Excellent oral and written communication skills to build client relationships.

Responsibilities

• Develop and maintain private client relationships.
• Offer asset & risk management, banking, credit, trusts and estates, and potentially investment banking services.
• Provide training and guidance to junior staff as needed.
• Drive new business development and manage largest clients.

Skills

Capital market experience

Client relationship management

Sales & closing processes

Wealth management knowledge

Education

Bachelor's degree

Tools

Series 65

Series 63

Series 7

Job description

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 Advisorto join our team of bank partners in theDallas, Fort Worth, Friscomarketplace.

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.
• 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

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s 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 [e-mail] or 801/844-7618. 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.