🌎
This job posting isn't available in all website languages
📁
💼
Enterprise Services
📅
053959 Requisition #

Committed to our state since 1959, Nevada State Bank keeps a focus on customer service of the highest standards. We strive to attract and retain the best and the brightest talent. Nevada State Bank is looking for colleagues who do the right thing, present a can-do spirit, provide accountability, and act as financial specialists. Our shared commitment to the Bank’s Open-Door core values shape every colleague’s attitude, response, and daily actions. Nevada State Bank, a division of Zions Bancorporation, N.A., is a full-service bank offering a complete range of consumer, private and business banking services with branches serving 20 communities across the state of Nevada.

 

Wealth Advisor – Reno NV. - Responsibilities: We are seeking a Wealth Advisor to join a team of banking partners in in the Reno Nevada marketplace. Private Wealth Management at Nevada State Bank is delivered by a team of banking professionals including:

 

Private Bankers

Investment Management Portfolio Managers

Advanced Planning Professionals

Commercial Bankers

Business Bankers

Retail Bankers

 

Nevada State Bank Wealth Advisors are responsible for actively developing and maintaining strong bank partner relationships with each member of the banking team. WM Advisors must create and maintain a superior client experience, assess and advise client’s needs on all financial matters, develop recommendations and assist in the active implementation of solutions. Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking. Other duties as assigned.

 

The ideal candidate will: Have a passion to serve clients in a team oriented fashion. Have a client consulting process that is financial plan based. Possess in-depth knowledge of a full-range of investment, insurance, and banking solutions. Have excellent communications, relationship management and sales skills. The ability to effectively assess, advise, and assist bank’s clients.

 

Requirements:

 

  • Series 7
  • 65 and 63 or 66
  • Life and Health Insurance license
  • Bachelor’s degree and 2+ years directly related experience.
  • CFP or CFA preferred
  • Strong computer skills.
  • Excellent oral and written communication skills.
  • Exceptional analytical skills.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, military service, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state or local law, including but not limited to genetic information of employee or family member.

 

It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions