Wealth Planner
Zions Bancorporation•Irvine, CA
About The Position
Perform a wide range of planning, education and analysis duties for both existing and prospective clients. Responsibilities include: retirement modeling, risk management/insurance analysis, educational modeling, estate plan document and tax situation reviews, plan preparations, and providing investment recommendations that align with client goals. Responsible for on-going relationship building with clients and accountable for client satisfaction and retention. Other duties as assigned.
Requirements
- Bachelor's degree
- 6+ years financial planning experience
- Legal, tax or other directly related experience
- Advanced knowledge of financial analysis, tax, estate planning and wealth transfer planning practices and techniques
Nice To Haves
- CFP
- CPA
- JD
- MBA
Responsibilities
- Retirement modeling
- Risk management/insurance analysis
- Educational modeling
- Estate plan document and tax situation reviews
- Plan preparations
- Providing investment recommendations that align with client goals
- On-going relationship building with clients
- Client satisfaction and retention
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What This Job Offers
Job Type
Full-time
Career Level
Senior
