Sales Leader - Centralized Wealth Advisor Team - Salt Lake City

at  Zions Bancorporation

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 as one of the “Best Banks to Work For” and 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.
Zions 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.
We are currently in search of a dedicated Sales Leader to head our Centralized Wealth Advisor Team in Salt Lake City, UT marketplace.
As the Sales L eader of our Centralized Wealth Advisor Team, you will be responsible for leading a dynamic team of wealth advisors who serve the Bank’s mass affluent clients. Your primary goal will be to drive team performance, enhance client satisfaction, and achieve business targets. You will play a critical role in developing and executing strategies that align with our company’s visions of providing outstanding wealth management services.
Primary responsibilities will include motivating a team of wealth advisors to exceed sales targets and deliver high-quality client service, develop, and implement effective sales strategies to attract, retain and expand relationships with mass affluent clients, monitor team performance by providing continuous feedback, coaching, and training to enhance skills, and collaborate with senior management to align the team’s activities with overall company objectives.

REQUIREMENTS:

To excel in this role, candidates should meet the following criteria:
Minimum Bachelor’s degree in Finance, Business Administration, or related field. Master’s degree or professional certifications (i.e., CFP, CFA) preferred
Minimum of 6 years of experience in wealth management or financial services, with at least 2 years in a leadership role
Active Series 7, 63/65 (or 66), 24 and Life and Health Insurance license
Proven track record of achieving sales targets and leading successful teams
Strong understanding of investment products, financial planning, and the needs of mass affluent clients
Demonstrated ability to build and maintain strategic partnerships and generate business through networking
High ethical standards and professionalism
Willingness to travel frequently to bank retail locations across CA, UT, CO, TX, AZ, and NV
Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City’s central business district, providing hundreds of team members with an exceptional work environment and features such as:
Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;
An employee-only fitness center and bike storage;
An employee lounge, kitchen, micro market, game tables, couches and TVs;
Private mothers’ rooms and lockers; and
Access to downtown shopping, dining, arts and entertainment

Please refer the Job description for details