Associate Wealth Advisor - Denver, CO

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 magazine 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.

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.

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.

We are currently in search of a dedicated Associate Wealth Advisor to join our team of bank partners in the Denver Metro Area marketplace.

Essential Functions:

• Working closely with the Sr Wealth Advisors and Regional Wealth Advisors to help develop tailored client solutions, support the delivery of comprehensive wealth management strategies and will train to gradually assume greater client relationship responsibilities.
• Partners closely with regional leadership, business development teams, internal referral partners and lines of business to identify opportunities and strengthen relationships.
• Responsibilities include but are not limited to preparing client presentations, proposals, performance reports, meeting summaries, assisting with client onboarding, account maintenance, documentation requirements, supporting financial planning activities such as cash flow analysis, retirement projections, education funding strategies, scenario planning, proactive client outreach, prospect research, new business proposal development, data quality initiatives, reporting accuracy, and workflow efficiency.
• The role actively participates in structured training, mentorship programs, and professional development opportunities, including shadowing and participating in client meetings to build advisory and relationship management capabilities.
• Additional responsibilities may include conducting client meetings and maintaining accurate client records within CRM and workflow systems.
• May be expected to assist and help Regional Advisors partner with both Planning Engagements and Portfolio Management as required by client engagement demands.
• Other duties may be assigned as needed.

Qualifications:

• Requires a Bachelor's degree in Finance, Economics, Business, Accounting, Financial Planning, or a related field and 2+ years of experience in wealth management, banking, asset management, financial planning, investment management, or a related financial services role. A combination of education and experience may meet requirements. 
• Securities and Insurance licenses required--Series 65, 63 and 7.
• Opportunity to have licensing sponsored if completed successfully within 180 days.
• Working knowledge of investments, portfolio construction, financial planning concepts, and client relationship management.
• Experience using CRM platforms and financial planning or portfolio management software.
• Exposure to client meetings, investment research, or advisor support activities. Strong analytical, organizational, and problem-solving skills. 
• Excellent attention to detail and ability to manage multiple priorities.
• Strong written and verbal communication skills. Proficiency with Microsoft Excel, PowerPoint, and other business applications. 
• Demonstrated professionalism, intellectual curiosity, and commitment to continuous learning.

Pay Range:

 $75,000 to $120,000 plus annual discretionary bonus (based upon relatable skills/experience).

This position is in-office, on-site work is an essential function of the Associate Wealth Advisor position and is not eligible for hybrid or remote work arrangements.

Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products