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Intern- Wealth Management

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • Salt Lake City

AI generated summary

  • You must pursue a degree in business or finance, have SIE/CFP knowledge, advanced Excel skills, and be self-motivated, detail-oriented, and able to manage projects effectively.
  • You will communicate with teams, attend sales meetings, develop strategic plans, analyze processes, gather feedback, identify trends, and assist in client relationship building and retention.

Requirements

  • 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

  • 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.

FAQs

Is this internship eligible for relocation assistance?

No, this internship is not eligible for relocation assistance, and local candidates are preferred.

What is the duration of the internship?

The internship runs from May through mid-August of Summer 2025.

Are international students eligible for this internship?

No, this internship is not eligible for employment visa sponsorship, including H-1B visa sponsorship.

What kind of tasks will the intern be involved in?

The intern will assist in reporting, research, education duties, developing strategic sales plans, analyzing processes, and relationship building with clients.

What academic qualifications are required for this internship?

Candidates must be pursuing a bachelor’s degree in Business, Accounting, Finance, Economics, or a related field.

Is knowledge of the Securities Industry Essential (SIE) exam required for the intern position?

While it is not required, knowledge or experience with the Securities Industry Essential (SIE) exam, Life and Health Insurance exam, or Certified Financial Planner (CFP) studies is preferred.

What skills are important for a candidate applying for this internship?

Candidates should have advanced knowledge of Microsoft Office, experience in data analysis, good organizational and time management skills, and the ability to work independently or as part of a team.

Will the intern have opportunities to attend meetings?

Yes, the intern will regularly attend sales meetings as part of their internship responsibilities.

Is experience with Salesforce necessary for this role?

A basic knowledge of Salesforce is helpful, but not required for this position.

What personal attributes are sought in candidates for this internship?

We are looking for confident, professional, outgoing, career-motivated self-starters who are passionate about learning and working with various individuals and business segments.

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.