About this role
Wealth Advisor - Downtown Salt Lake City at Zions Bancorporation. Location: Salt Lake City, Utah, United States. Role: building relationships, financial planning, presenting solutions Requirements: Bachelor's degree, minimum 4 years related experience (10+ preferred). Requires FINRA Series 7 and 66 (65/63), life and health insurance license; CFP preferred. Strong sales, communication, financial planning and presentation skills; financial planning software proficiency preferred. 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