Intern - Wealth Management

Summer 2024Paid Internship

May thru mid-August

Zions Bancorporationis one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $90 billion. Zions' subsidiary ZB, N.A. operates banking divisions under local management teams and community identities in 11 states.

We are currently seeking aWealth Management Interntojoin our team.

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.

Qualifications:

• 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

This internship is not eligible for relocation assistance. Local candidates preferred.

Zions Bancorporation's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.