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Weekend Wealth Management Jobs in Utah (NOW HIRING)

US Bank

PWM Private Wealth Management Associate

Salt Lake City, UT · On-site

$22.50 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within ...

Zions Bank

Wealth Service Associate - Salt Lake City

Salt Lake City, UT · On-site

$15.25 - $20.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Assists wealth management advisors and planners in managing and building client relationships. * Responsible for assisting with the administration of wealth management client accounts across multiple ...

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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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.

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

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

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

Weekend Wealth Management jobs near you

Wealth Advisor - Boise

Zions Bancorporation

Salt Lake City, UT • On-site

Full-time

Posted 2 days ago

New

Zions Bancorporation rating

8.2

Company rating: 8.2 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

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 Boise, ID area. 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.

What Zions Bancorporation employees say

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