Wealth Advisor – Denver

Zionsbancorp; Denver (CO); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Benefits starting day one

Health, Dental, Vision insurance

401(k) with company match

Paid holidays and PTO

Job summary

Zions Bancorporation’s Vectra Bank in Denver seeks a Wealth Advisor to build robust wealth-management relationships with bank partners and clients. You will deliver tailored investment strategies, financial planning, and education, coordinating with internal teams to meet clients’ needs.

The role emphasizes high-net-worth client service, strong communication, and proficiency with financial planning software. A CFP is preferred and licensing is required.

Qualifications

• 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® certification is highly preferred.
• Exhibit proficiency in using computers and relevant software.
• Display excellent verbal and written communication abilities.
• Showcase exceptional analytical and presentation skills.
• Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
• Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
• Process a keen understanding of financial planning.

Responsibilities

• Primary responsibilities include financial planning, investment management, insurance, trust services, presentations, and collaborating with banking professionals to deliver tailored wealth management solutions.

Skills

Verbal and written communication

Analytical skills

Presentation skills

Client relationship management

Financial planning

Sales targets achievement

Education

Bachelor’s degree

CFP certification preferred

Tools

Financial planning software

Job description

Wealth Advisor – Denver(

Job Number:

1. hours per week: 40

Description

At Vectra Bank, we’re proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine deep resources with attentive, relationship driven service to support families, businesses, and the communities we call home.

We’re committed to creating a great place to build a career, welcoming employees whose talent, drive, and diverse perspectives help us deliver custom financial solutions. With day one benefits, ample growth opportunities, and a culture centered on listening, collaboration, and care, Vectra Bank is a place to grow, thrive, and make a meaningful impact. We believe we are Big enough to count and small enough to care.

With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, we are dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless — come for a job, stay for a career.

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 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. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.

++Wealth Advisor++

We are currently in search of a dedicated ++Wealth Advisor++ to join our team of bank partners in the Denver marketplace. At Vectra Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:

• Retail Bankers
• Community/Business Bankers
• Private Bankers
• Commercial Bankers
• Investment Management Portfolio Managers/Advanced Planning Professionals

As a Wealth Advisor, your role will be to build wealth management relationships through 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 educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank’s clients.

Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.

++Qualifications:++

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® certification is highly preferred.
• Exhibit proficiency in using computers and relevant software.
• Display excellent verbal and written communication abilities.
• Showcase exceptional analytical and presentation skills.
• Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
• Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
• Process a keen understanding of financial planning.

This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in thecommission plan that will be discussed as part of the hiring process.

++Benefits:++

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Parental 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 employeesEmployee Ambassador preferred banking products

Work Locations

Colorado-Denver-CO – Belleview Station
Wealth Management

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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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.
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