About this role
Centralized Wealth Advisor - Salt Lake City or Houston at Zions Bank. Location: Salt Lake City or Houston. Role: building relationships, providing guidance, managing portfolios Requirements: Bachelor's degree (or equivalent), FINRA Series 7 and Series 66 (or 63 & 65), Life/Health license, retirement and investment product experience, client relationship and sales experience, Microsoft Office proficiency. Category: Finance Seniority: Mid Level Tools: Microsoft Office Certifications: life/health insurance, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English