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Intern - Wealth Management Planner
Zions Bancorporation
Salt Lake City, UT, United States
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Description
Summer 2018 Paid Internship
Zions Bancorporation is one of the nation’s premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $65 billion. Zions’ subsidiary ZB, N.A. operates banking divisions under local management teams and community identities in 11 states.
We are currently seeking a Wealth Planner Intern to join our team.
The intern will work alongside the Wealth Planners and assist in performing a wide range of planning, education and analysis duties for both existing and prospective clients and be involved and exposed to the following:
• retirement modeling,
• risk management/insurance analysis,
• educational modeling,
• estate plan document
• tax situation reviews, plan preparations,
• providing investment recommendations that align with client goals.
The intern will also be instrumental in the on-going relationship building with clients, client satisfaction and retention.
Qualifications
• Currently pursuing a Bachelor’s or Master’s degree in Finance, Financial Planning or related degree.
• Educational background, knowledge/Interest of financial analysis, tax, business succession, estate planning and wealth transfer planning practices and techniques.
• Strong analytical and quantitative skills with attention to detail.
• Excellent problem resolution and organizational skills.
• Must have a strong work ethic and ability to work independently
• Excellent interpersonal and communication skills, both verbal and written.
• Candidate must have demonstrated strong leadership ability and high academic achievement
• Pursuing a CFP designation a plus.