About this role
Centralized Wealth Advisor - Salt Lake City or Houston at Zions Bancorporation. Location: Salt Lake City or Houston. Role: building relationships, managing book, conducting meetings Requirements: Bachelor's degree or equivalent experience; life/health insurance license; FINRA Series 7 and 66 (or 63 & 65); retirement and investment product knowledge; strong client relationship and communication skills; Microsoft Office experience. Category: Finance and Accounting 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