Wealth Planner

Zions Bancorporation•Houston, TX

1d•Hybrid

About The Position

Zions Bancorporation is a leading financial services company with a strong presence in high-growth western markets. We are recognized for our excellent work environment and customer service. We are committed to employee growth and development, offering fulfilling opportunities and rewarding contributions. Banking is a local business, and we emphasize strong community ties and customer relationships. Zions Wealth Management is a specialized division offering comprehensive financial services to affluent individuals, families, and businesses, including investment strategies, financial planning, estate and tax planning, business succession planning, and risk management. Our goal is to help clients grow and preserve wealth while navigating complex financial situations. Zions Wealth Management is a strategic focus for Zions Bancorporation, operating across eight affiliate banks in the Western United States. We are seeking a dedicated Wealth Planner to join our team, with opportunities in Houston, TX or Salt Lake City, UT.

Requirements

Bachelor's degree required
Minimum of 2 years’ experience in financial planning or tax planning, specifically for high-net-worth and ultra-high-net-worth clients.
Knowledge of financial analysis, tax, estate planning and wealth transfer planning techniques.
Proficiency with financial planning software, primarily eMoney.

Nice To Haves

CFP®, CPA, or JD preferred
5+ years highly preferred.
Client-first mentality
Strong attention to detail and organizational skills
Accountability to ensure implementation of recommendations
Ability to effectively communicate complex concepts, both verbally and in writing
Collaborative nature to partner with internal and external specialists as part of a cohesive team
Aptitude for continuous learning to solve unique financial issues and stay abreast of tax and law changes

Responsibilities

Support Senior Wealth Planners and Wealth Planning Strategists in the creation and delivery of comprehensive wealth plans for ultra-high-net-worth clients.
Lead the data gathering process, initial document review, data entry and modeling, and deliverable creation for client meetings.
Review and analyze investment and insurance statements, tax returns, estate planning documents, and business entity documents.
Model scenarios for client decisions related to retirement, education funding, charitable giving, business succession, and wealth transfer.
Develop content to educate clients on various financial planning concepts.
Research financial, tax, and legal issues, consulting with accountants and attorneys as needed.
Serve as a resource to Wealth Advisors by addressing financial planning questions and providing guidance on utilizing planning software tools.
Participate in client meetings to develop effective presentation skills.
Other duties as assigned.