Hiring: Centralized Wealth Advisor - Salt Lake City, UT Company: Zions Bancorporation Location: Salt Lake City, UT Job Posted Time: 2026-09-17 00:42:02 Employment Type: Remote Target Skills & Keywords : Financial Planning, Microsoft Office, Series 66, Series 7, Wealth Management About the job Required Skills: •Build deep relationships with clients by understanding their goals, priorities, and financial picture. Provide tailored recommendations across investment management, retirement, and asset protection. •Maintain and grow an existing book of business, proactively identifying opportunities to enhance client outcomes and deepen engagement. •Identify held-away assets and guide clients through strategies to consolidate and optimize their portfolios within the firm. •Collaborate closely with retail banking partners to cultivate referral opportunities and expand reach into new client segments. •Conduct high-quality client interactions via phone and video, creating a seamless and personalized experience regardless of location. Qualifications: •Requires a bachelor's degree and experience with retirement products, general investment matters and developing strong client relationships or other directly related experience. •A combination of education and experience may meet requirements. •FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65) required. •Knowledge of client relationships and wealth management products and processes required. •Background in retirement products and general investment matters. •Solid investment product knowledge and relationship management skills. •Solid interpersonal skills and ability to engage clients in a phone-based relationship. •Strong problem resolution, analysis, oral and written communication skills to create relationships with clients. •Demonstrated client management and some related sales experience providing financial planning services. •Solid computing skills that include working with the Microsoft Office suite and proprietary systems. Compensation: •$75,000 - $85,000 / year •Flexible work environment (work from home / hybrid options) •$75,000 to $85,000 plus 20% bonus (Based upon relatable skills/experience) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!