What are the responsibilities and job description for the Intern- Wealth Management position at BankTalent HQ?
Intern - Wealth Management
Summer 2025Paid Internship
May thru mid-August
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.
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 a Wealth Management Intern tojoin 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 :
