ZipRecruiter

Log In

1

Weekend Wealth Management Jobs in Utah (NOW HIRING)

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

Who We Are Carson- Where integrity meets expertise in the world of wealth management. At Carson, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary ...

next page

Showing results 1-20

All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Utah

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

How many hours a week do you work in weekend wealth management?

Weekend wealth management professionals typically work around 20 to 30 hours per week, primarily during weekends and occasional weekday meetings. The schedule depends on client needs and firm policies, and some roles may require flexibility or additional hours for client consultations and financial planning tasks.

What are the most commonly searched types of Wealth Management jobs in Utah?

The most popular types of Wealth Management jobs in Utah are:

What are popular job titles related to Weekend Wealth Management jobs in Utah?

For Weekend Wealth Management jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Weekend Wealth Management jobs in Utah look for?

The top searched job categories for Weekend Wealth Management jobs in Utah are:

What cities in Utah are hiring for Weekend Wealth Management jobs?

Cities in Utah with the most Weekend Wealth Management job openings:

Weekend Wealth Management jobs near you

Wealth Advisor - Downtown Salt Lake City

Zions Bank

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Salt Lake City, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
  • Retail Bankers
  • Community/Business Bankers
  • Private Bankers
  • Commercial Bankers
  • Investment Management Portfolio Managers/Advanced Planning Professionals

As a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Additionally, the ideal candidate will:
  • Exhibit a strong passion for providing top-tier client experience within a collaborative team environment.
  • Skilled in a client-centric consulting process, starting with discovery and financial planning.
  • Possess an extensive understanding of a wide array of investment, insurance, and banking strategies.
  • Demonstrate exceptional communication, relationship management, and sales skills.
  • Be adept at evaluating, advising, and supporting the bank's clients effectively.

Requirements:
  • To excel in this role, candidates should meet the following criteria:
  • Requires a Bachelor's degree
  • A minimum of 4 years of directly related experience, 10+ years preferred.
  • A combination of education and experience may meet the requirements.
  • Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
  • A CFP® certification is highly preferred.
  • Exhibit proficiency in using computers and relevant software.
  • Display excellent verbal and written communication abilities.
  • Showcase exceptional analytical and presentation skills.
  • Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
  • Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
  • Process a keen understanding of financial planning.

Benefits:
  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees
  • Employee Ambassador preferred banking products
Zions Bank logo

About Zions Bank

Sourced by ZipRecruiter

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Salt Lake City, UT, US

Year founded

1873

Social media

FacebookTwitter

View All Zions Bank Jobs

Apply