About this role
Wealth Advisor - Greater San Diego Area in San Diego, California, United States at Zions Bancorporation, National Association. Location: San Diego or La Jolla. Role: Provide planning, Manage investments, Coordinate with wealth management team Requirements: Bachelor’s degree; 5 years related experience (10+ preferred); FINRA Series 7 & 66; life/health insurance; CFP preferred; strong communication and analytical skills; experience with financial planning software. Category: Finance and Accounting Seniority: Mid Level Tools: Financial Planning Software, Investment Management Software Certifications: finra series 7, finra series 66, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English