Zions Bancorporation · 1 day ago
Intern- Wealth Management
Salt Lake City, Utah, United States
Internship
Onsite
InternZions Bancorporation is one of the nation’s premier financial services companies, and they are seeking a Wealth Management Intern to join their team. The intern will assist in reporting, research, sales support, and education duties for the Zions Wealth team, while also engaging in relationship building with clients to enhance satisfaction and retention.
AgricultureBankingFinanceFinancial Services
No H1B
Responsibilities
Communicates both verbally and written with management, departmental employees and internal business partners
Works independently in a team environment to complete needed tasks/jobs
Regularly attend sales meetings
Help to develop strategic sales plans and initiatives to support business goals in the department
Help establish a sales delivery strategy and messaging plan around this strategy
Analyze relationship review processes, client facing materials, lead lists and campaign delivery strategies and reporting to provide recommendations for future success
Gather and use feedback from the sales field to suggest the refinement of sales and marketing tactics as well as future enhancements to help drive future growth
Identify competitor and business trends in footprint. Additionally, gather trends within certain business/client verticals and industries that can help promote and drive additional sales opportunities
The intern will also be instrumental in the on-going relationship building with clients, client satisfaction and retention
Qualification
Required
Candidate will be pursuing a bachelor's degree in Business, Accounting, Finance, Economics or related field
Advanced knowledge of Microsoft office and has experience in data analysis
Ability to learn on the fly, think independently, and manage ambiguous projects and tasks
Self-motivation and the ability to work independently or with team members
Ability to manage projects across businesses, functions, and geographic locations
Highly detail oriented, forward-thinking and proactive
Outstanding organizational, time management, verbal and written communication skills
Preferred
Knowledge of and / or experience with the Securities Industry Essential (SIE) exam, Life and Health Insurance exam, or Certified Financial Planner (CFP) studies would be preferred
Basic knowledge of Salesforce helpful
Company
Zions Bancorporation
Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.
Founded in 1873
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.09B2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M
Leadership Team
Harris Simmons
Chairman and CEO
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase