Direct Investment Financial Consultant

DESCRIPTION:

Advise new and established clients on financial products and assist them with financial, investment, retirement and estate planning needs. Prospects new clientele through conferences, mailings, and other marketing instruments. Conducts financial planning and explains investments such as stocks, bonds, UITs, mutual funds, fixed and variable annuities, life insurance etc. Other duties as required.

Direct Inv Fin Consultant I, X20 - Typically requires a Bachelor's and 0 -2 years of directly related experience. Limited use and/or application of basic principles, theories, and concepts. Basic knowledge of investments, investment counseling, and NASD Series 7 and 63 registration, Life Disability and Variable License. Good PR and sales skills.

Direct Inv Fin Consultant II, X21 - Typically requires a Bachelor's and 2+ years of directly related experience. Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields. Extensive knowledge of investments, investment counseling, and NASD Series 7 and 63 registration, Life Disability and Variable License. Good PR and sales skills.

Direct Inv Fin Consultant III, X22 - Typically requires a Bachelor's and 4+ years of directly related experience. Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields. Extensive knowledge of investments, investment counseling, and NASD Series 7 and 63 registration, Life Disability and Variable License. Good PR and sales skills.

Direct Inv Fin Consultant IV, X23 - Typically requires a Bachelor's and 6+ years of directly related experience. Frequently contributes to the development of new theories and methods. Employs advanced knowledge as a generalist or specialist of investments, investment counseling, and NASD Series 7 and 63 registration and Variable License. Good PR and sales skills.

ABOUT US:

Zions Bancorporation is one of the nation's premier financial services companies. Under local management teams and community identities, Zions operates approximately 500 full-service banking offices in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, Texas and Washington. Zions is a national leader in SBA lending, public finance advisory services, agricultural finance and electronic bond trading. The company is also included in the S&P 500 Index. Links to subsidiary banks and investor information is available at www.zionsbancorporation.com.
REQUIREMENTS
Please see Job Description