About this role
Wealth Advisor - Downtown Salt Lake City at Zions Bank. Location: Salt Lake City, Utah, United States. Role: building relationships, delivering advice, managing investments Requirements: Bachelor's degree, minimum 4 years related experience (10+ preferred). Requires FINRA Series 7 and 66 (65/63), life and health insurance; CFP preferred. Strong sales, client relationship, financial planning and presentation skills. Category: Finance Seniority: Mid Level Certifications: series 7, series 66, series 65, series 63, life and health insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English