Nevada State Bank, a division of Zions Bancorporation, N.A., was founded on Dec. 9, 1959 by 12 businessmen full of Nevada's pioneering spirit. As a full-service bank, we offer a complete range of consumer, private, and business banking services. Our colleagues regularly volunteer in their communities and have been dedicated to helping make Nevada a better place to live for more than 60 years. By embracing the bank's Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect-we have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings. We offer medical benefits on day one, 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague-led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State Bank, we truly believe that it matters WHO you work with.
Wealth Advisor - Reno, NV. - Responsibilities: We are seeking a Wealth Advisor to join a team of banking partners in in the Reno, NV marketplace. Private Wealth Management at Nevada State Bank is delivered by a team of banking professionals including:
Investment Management Portfolio Managers
Advanced Planning Professionals
Nevada State Bank Wealth Advisors are responsible for actively developing and maintaining strong bank partner relationships with each member of the banking team. WM Advisors must create and maintain a superior client experience, assess and advise client's needs on all financial matters, develop recommendations and assist in the active implementation of solutions. Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking. Other duties as assigned.
The ideal candidate will: Have a passion to serve clients in a team oriented fashion. Have a client consulting process that is financial plan based. Possess in-depth knowledge of a full-range of investment, insurance, and banking solutions. Have excellent communications, relationship management and sales skills. The ability to effectively assess, advise, and assist bank's clients.
65 and 63 or 66
Life and Health Insurance license
Bachelor's degree and 2+ years directly related experience.
CFP or CFA preferred
Strong computer skills.
Excellent oral and written communication skills.
Exceptional analytical skills.
NSB is paying a $2,500 bonus to both the referring employee AND the new hire Wealth Advisor
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. 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 Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.