Wealth Advisor - Boise jobs in United States
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Zions Bancorporation · 1 day ago

Wealth Advisor - Boise

positionBoise, Idaho, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date4+ years exp

Zions Bancorporation is a financial institution that specializes in wealth management services for affluent clients. They are seeking a Wealth Advisor to build and manage client relationships, deliver financial planning and investment management services, and collaborate with banking professionals to meet clients' needs.

AgricultureBankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team
Deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implement investment strategies to meet the needs of the bank’s clients
Financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, and coordinating with wealth management team members to deliver the right solution for the clients

Qualification

FINRA Series 7 & 66CFP® certificationFinancial planningInvestment managementInsurance strategiesClient relationship managementAnalytical skillsSales skillsSoftware proficiencyCommunication skillsPresentation skills

Required

Requires a Bachelor's degree
A minimum of 4 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
Exhibit proficiency in using computers and relevant software
Display excellent verbal and written communication abilities
Showcase exceptional analytical and presentation skills
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

Preferred

10+ years of directly related experience
A CFP® certification is highly preferred
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling

Company

Zions Bancorporation

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Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.
dateFounded in 1873
location
Salt Lake City, Utah, USA
people-size10001+ employees
web-link
http://zionsbancorporation.com

H1B Sponsorship

Zions Bancorporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (39)
2023 (61)
2022 (68)
2021 (45)
2020 (36)

Funding

Current Stage
Public Company
Total Funding
$1.09B
2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M

Leadership Team

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Harris Simmons
Chairman and CEO
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Recent News

MarketScreener
MOVES-Zions Bank CEO Paul Burdiss to retire at year end
2025-12-24
Morningstar.com
Zions Bancorporation Announces Leadership Changes at Zions Bank
2025-12-23
Newsfile
ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Zions Bancorporation, N.A. Investors to Inquire About Securities Class Action Investigation - ZION, ZIONP
2025-12-11
Company data provided by crunchbase