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Intern- Wealth Management

BankTalent HQ
Competitive
relocation assistance
United States, Utah, Salt Lake City
Jan 28, 2026
Intern - Wealth Management

Summer 2026 Paid 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 Bancorporation is 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 to join our team.

The intern will work alongside the Wealth Program Manager and assist in performing a wide range of reporting, research, sales support and education duties for the broader Zions Wealth team and will be involved or 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:
  • We are seeking confident, professional, outgoing and a career motivated self-starter to join our team as an intern. You must be passionate about growing, learning and working with many different people and many different business segments within our organization.

  • 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
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