Registered Wealth Associate - SLC

Amegy Bank
0 reviews

Posted on: 10 Jul 2021

Las Vegas, NV | Houston, TX

Apply on Company site Save this job

Job Description

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.

Zions Bancorporation is accepting applications for an Associate Wealth Advisor to be located in Houston, SLC or Las Vegas.

Responsibilities:

Responsible for taking incoming client requests and actively servicing client’s needs.
Assisting with financial planning software and updating client’s financial plans based on advisor recommendations.
Responsible for working with Wealth Advisor(s) to actively manage the sales prospect pipeline and prepare for client investment reviews and financial planning meetings.
May have some business development actives such as reviewing client's financial situations, needs, risk tolerance, and assisting with developing recommendations for rebalancing client’s portfolios.
Responsibilities also include securities trading, attending and speaking at client seminars/events, training branch staff on sourcing quality investment referrals, and other revenue generating activities as needed.
Other duties as assigned.

Qualifications:

Requires a Bachelor's degree and some experience with Wealth Management, developing strong client relationships, and other directly related experience.
Series 7 & 66, (63/65), life and health required within the first 180 days of employment. Willingness to obtain insurance license.
A combination of education and experience may meet requirements.
Basic knowledge of wealth management required.
Advance knowledge of sales and closing processes utilizing PC and presentation skills.
Excellent oral and written communication skills to create relationships with clients.
Ability to analyze and present complex financial modeling.

Amegy Bank

Houston, TX

More than 25 years ago, Amegy Bank entered the market with a small team who had big goals. Throughout the next two decades, that team grew into a talented family of bankers whose commitment to common-sense solutions and doing the right thing for clients still remains a priority today.

Amegy Bank believes in relationship banking, where clients know their bankers’ names and bankers know their clients’. We look at banking from our clients’ perspective and we make it easy for them to bank with us. Through what we call the “Community Banking Partnership,” we bring solutions to clients by being proactive and providing them access to all parts of the bank in their own geographic areas.

With more than 75 banking locations in Texas, we live and work here, so we understand the spirit and personality of our communities, industries and our economy. We specialize in banking privately owned business of all sizes and public companies in all industries with additional expertise in real estate, energy and correspondent banking. Supporting the deposit and loan capabilities of our business relationship managers is a highly experienced team of product specialists including SBA, cash management, fraud protection, international trade, investments, foreign exchange, corporate trust, retirement plan services, leasing, interest rate hedging and factoring. Equally as important, we offer a wide range of depository, lending, mortgage, brokerage, investment management, trust and internet services for consumers and private banking clients.

Amegy Bank is a division of Zions Bancorporation, N.A., which operates in nearly 500 local financial centers across 11 Western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. Zions Bancorporation is in the S&P 500 and NASDAQ Financial 100 indices (NASDAQ: ZION).