Jess Hansen Email & Phone Number

Salt Lake City, Utah, United States

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Zions Bank and Zions Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Zions Wealth Advisors, and may also be employees of Zions Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Zions Bank or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greater Salt Lake City Area

Managing a team of Client Account Services associates. My team supports the advisors and clients of Zions Wealth Management.

Greater Salt Lake City Area

Managing a book of High Net Worth clients. Working with retirement and investment planning and guidance, new accounts, financial needs, and problem resolution.

Greater Salt Lake City Area

Helped manage, coach and train a team of relationship managers. Trained on best practices and compliance. Approved trade logs and correspondence.My team was #1 in production in the entire nation for our division for the almost two years in this role.

Greater Salt Lake City Area

Proactive outreach to customers to help with financial goals through planning and managing effective investment strategies. Deepening relationships and opening new accounts.

Greater Salt Lake City Area

Senior Investments sales and account development. Received 2006 Shining Star Award.

Field investment questions and product inquiries for Fidelity products and services, generate leads to other business partners within Fidelity

Customer service and trading for Fidelity annuity customers, generate sales leads for other Fidelity business partners.

Receive and catalog flooring inventory, distribute inventory to installers and direct customers, assist with direct customer sales.

Mba, Business Administration

Worked full time while attending school.

Bs, Business Management, Finance

Worked full time while attending school.

Associates Degree, Business Management