Strategic Wealth Advisor: Client & Planning
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-09-04
Listing for:
Zions Bancorporation
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Zions Bancorporation in Salt Lake City seeks a Centralized Wealth Advisor to deliver personalized financial guidance and planning. You will partner with retail banking teams to deepen client relationships and manage investments, retirement planning, and asset protection through video and phone consultations.
The role emphasizes building trust, optimizing portfolios, and delivering exceptional client experiences in a local office setting.
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