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  1. Home
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  5. Wealth Advisor
Zions Bancorporation logo

Wealth Advisor

Not Disclosed•Full-TimeOn-site

location_onX Spot, Fussy Mama, Henderson, Clark County, Nevada, 89054, United States

Apply Now

About Nevada State Bank

Founded in 1959 by 12 businessmen embodying Nevada's pioneering spirit, Nevada State Bank (NSB) is a division of Zions Bancorporation, N.A. As a full-service bank, we provide a complete range of consumer, private, and business banking services. For over 60 years, our colleagues have been dedicated to making Nevada a better place to live, regularly volunteering in their communities.

Our culture is built on Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect. We believe it matters WHO you work with. NSB is committed to career development through tuition reimbursement and continuous learning, alongside a strong commitment to inclusion via colleague-led business resource forums that value diverse cultures, viewpoints, and experiences.

About Zions Wealth Management

Zions Wealth Management is a specialized division offering comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. Our strategic focus is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve long-term objectives. Services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. This division represents a key growth opportunity for Zions Bancorporation across eight affiliate banks in the Western United States.

About the Role

We are seeking a dedicated Wealth Advisor to join our team of bank partners in the Las Vegas, NV marketplace. You will be part of a cohesive group supported by Retail, Community/Business, Private, and Commercial Bankers, as well as Investment Management Portfolio Managers and Advanced Planning Professionals.

In this role, you will build wealth management relationships by actively cultivating robust connections with every member of the banking team. Your day-to-day focus involves delivering an exceptional client experience, evaluating client needs, and educating them on tailored solutions. You will implement investment strategies designed to meet the specific needs of our bank's clients, partnering with internal professionals to coordinate the right solutions.

Hiring Process

Interested candidates should apply through the official career portal. The hiring process includes a discussion regarding the commission plan and will evaluate your track record of building high net-worth client relationships and exceeding sales targets.

Equal Opportunity Employer

Nevada State Bank is an Equal Opportunity Employer. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. We foster an inclusive environment where diverse cultures, viewpoints, and experiences are shared and valued.

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Skills, education and keywords

Skills: Financial Planning, Investment Management, Insurance, Trust Services, Financial Modeling, Financial Planning Software, Finra Series 7, Finra Series 66, Life And Health Insurance, CFP.

Education: Bachelor's degree required, but education and experience combination may meet requirements.

Frequently asked questions about Wealth Advisor at Zions Bancorporation

What does a Wealth Advisor at Zions Bancorporation do?expand_more
A Wealth Advisor at Zions Bancorporation is responsible for the following: Evaluate client needs and develop tailored investment strategies and recommendations; Manage financial planning, investment management, insurance, and trust services for clients; Build wealth management relationships by cultivating partnerships with internal banking professionals; and Deliver exceptional client experiences through discovery and financial planning processes.
What are the requirements for this Wealth Advisor role?expand_more
Zions Bancorporation is looking for candidates who meet the following requirements: Bachelor's degree; Minimum 4 years directly related experience (10+ preferred); FINRA Series 7 & 66 (65/63) license; Life and health insurance license; CFP® certification preferred; and Proficiency in computers and relevant software.
Where is the Wealth Advisor role at Zions Bancorporation located?expand_more
Wealth Advisor at Zions Bancorporation is based in X Spot, Fussy Mama, Henderson, Clark County, Nevada, 89054, United States. This is a on-site role.

Work location

Work model: On-site

location_on

X Spot, Fussy Mama, Henderson, Clark County, Nevada, 89054, United States

Henderson, Nevada

Key Responsibilities

  • check_circleEvaluate client needs and develop tailored investment strategies and recommendations
  • check_circleManage financial planning, investment management, insurance, and trust services for clients
  • check_circleBuild wealth management relationships by cultivating partnerships with internal banking professionals
  • check_circleDeliver exceptional client experiences through discovery and financial planning processes
  • check_circlePresent complex financial solutions and models to high-net-worth individuals and families
  • check_circleCoordinate with wealth management team members to implement comprehensive client solutions
  • check_circleAdvise and support clients on risk management and succession planning strategies

Requirements

  • verifiedBachelor's degree
  • verifiedMinimum 4 years directly related experience (10+ preferred)
  • verifiedFINRA Series 7 & 66 (65/63) license
  • verifiedLife and health insurance license
  • verifiedCFP® certification preferred
  • verifiedProficiency in computers and relevant software
  • verifiedExperience with financial planning software preferred

Nice to Have

10+ years of directly related experience. CFP® certification. Experience with financial planning software.

Benefits & Perks

check_circleMedical, Dental, and Vision Insurance starting day onecheck_circleLife and Disability Insurancecheck_circlePaid Parental Leave and Adoption Assistancecheck_circleHealth Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accountscheck_circlePaid Training, Paid Time Off (PTO), and 11 Paid Federal Holidayscheck_circle401(k) plan with company match and Profit Sharingcheck_circleMental health benefits including coaching and therapy sessionscheck_circleTuition Reimbursement for qualifying employees
Zions Bancorporation cover image
Zions Bancorporation logo
Company

Zions Bancorporation

Industry

Banking

Headquarters

Salt Lake City, Utah

Open Roles

5

Zions Bancorporation, N.A. is a major financial services provider headquartered in Salt Lake City, Utah, operating in 11 western states including Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With total assets of approximately $89 billion and annual net revenue of $3.1 billion as of 2024, the company delivers banking solutions through locally managed teams under distinct regional brands. Specializing in Small Business Administration lending and public finance advisory services, Zions has earned 233 Excellence Awards from Coalition Greenwich for small business and middle market banking over the past 15 years. The company’s common stock (ZION) is listed on NASDAQ and included in the S&P 400 Mid-Cap and NASDAQ Financial 100 Indices. Deposit accounts at Zions Bancorporation, N.A. are insured by FDIC up to standard limits per account ownership category, regardless of the division holding the account.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

4+ yrs (Mid Level)

Education

Bachelor's degree required, but education and experience combination may meet requirements

Job Type

Full-Time

Skills Required

Financial PlanningInvestment ManagementInsuranceTrust ServicesFinancial ModelingFinancial Planning Software
Is this Wealth Advisor job remote, hybrid, or on-site?expand_more
Zions Bancorporation has listed this Wealth Advisor role as on-site.
How much experience is required for this Wealth Advisor role?expand_more
Wealth Advisor at Zions Bancorporation typically requires 4+ years of relevant experience at the mid level level.
What skills do you need for the Wealth Advisor role at Zions Bancorporation?expand_more
Key skills for Wealth Advisor at Zions Bancorporation include Financial Planning; Investment Management; Insurance; Trust Services; Financial Modeling; Financial Planning Software; Finra Series 7; and Finra Series 66.
What education is required for Wealth Advisor at Zions Bancorporation?expand_more
Educational requirements for this role: Bachelor's degree required, but education and experience combination may meet requirements.
What category does the Wealth Advisor role belong to?expand_more
Wealth Advisor at Zions Bancorporation is part of the accounting & finance job category on Recrutus.

About Zions Bancorporation

Zions Bancorporation, N.A. is a major financial services provider headquartered in Salt Lake City, Utah, operating in 11 western states including Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With total assets of approximately $89 billion and annual net revenue of $3.1 billion as of 2024, the company delivers banking solutions through locally managed teams under distinct regional brands. Specializing in Small Business Administration lending and public finance advisory services, Zions has earned 233 Excellence Awards from Coalition Greenwich for small business and middle market banking over the past 15 years. The company’s common stock (ZION) is listed on NASDAQ and included in the S&P 400 Mid-Cap and NASDAQ Financial 100 Indices. Deposit accounts at Zions Bancorporation, N.A. are insured by FDIC up to standard limits per account ownership category, regardless of the division holding the account.

Browse more roles: All Zions Bancorporation jobs, accounting & finance jobs on Recrutus.

Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

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About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Finra Series 7
Finra Series 66
Life And Health Insurance
CFP
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