Intern - Wealth Management

Zions Bancorporation

Jan 27, 2024

Applications are closed

Internship
Full-time
Summer Internship
Banking & Finance
Salt Lake City

Requirements

We are seeking confident, professional, outgoing and a career motivated self-starter to join our team as an intern. You must be passionate about growing, learning and working with many different people and many different business segments within our organization.
Candidate will be pursuing a bachelor’s degree in Business, Accounting, Finance, Economics or related field.
Knowledge of and / or experience with the Securities Industry Essential (SIE) exam, Life and Health Insurance exam, or Certified Financial Planner (CFP) studies would be preferred.
Advanced knowledge of Microsoft office and has experience in data analysis
Basic knowledge of Salesforce helpful
Ability to learn on the fly, think independently, and manage ambiguous projects and tasks
Self-motivation and the ability to work independently or with team members
Ability to manage projects across businesses, functions, and geographic locations
Highly detail oriented, forward-thinking and proactive
Outstanding organizational, time management, verbal and written communication skills

Responsibilities

The intern will work alongside the Central Advisor Solutions Wealth Select team and assist in performing a wide range of reporting, research, and education duties for both existing and prospective clients and be involved and exposed to the following
Communicates both verbally and written with management, departmental employees and internal business partners.
Works independently in a team environment to complete needed tasks/jobs.
Regularly attend sales meetings
Help to develop strategic sales plans and initiatives to support business goals in the department
Help establish a sales delivery strategy and messaging plan around this strategy
Analyze relationship review processes, client facing materials, lead lists and campaign delivery strategies and reporting to provide recommendations for future success
Gather and use feedback from the sales field to suggest the refinement of sales and marketing tactics as well as future enhancements to help drive future growth
Identify competitor and business trends in footprint. Additionally, gather trends within certain business/client verticals and industries that can help promote and drive additional sales opportunities
The intern will also be instrumental in the on-going relationship building with clients, client satisfaction and retention.

Zions Bancorporation

Finance

Industry

10,001+

Employees

Mission & Purpose

Zions Bancorporation is one of the nation’s premier financial services companies with total assets of more than $90 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.