Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.
Zions has an excellent opportunity available for a Financial Planning Analyst Intern to join our Wealth Management division. Key responsibilities for this position include the following:
Assist in initial document review and client account setup for new financial planning clients
Provide some administrative support for the team in reviewing initial client information
Organize information to prepare for creation of initial plan on eMoney software website
Analyze wills, trust, and financial statements to make recommendations to Financial Planners and Financial Analysts
Currently pursuing a Bachelor's degree in accounting, economics, finance, financial planning, or other related field.
Progress in Certified Financial Planning certification is a plus.
Familiarity with the financial planning process (balance sheets, cash flow statements, estate planning documents)
Basic knowledge in estate planning, investment planning, retirement planning, personal net worth and cash flow statements, insurance, and asset protection.
Must be organized, contentious, and detail oriented.
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.