Wealth Planner

Zions Bank • Houston, TX

1d

About The Position

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management group is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, business succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Planner to join our team of bank partners. This position can be located in either Houston, TX or Salt Lake City, UT .

Requirements

• Bachelor's degree required
• CFP®, CPA, or JD preferred
• Minimum of 2 years’ experience in financial planning or tax planning, specifically for high-net-worth and ultra-high-net-worth clients. 5+ years highly preferred.
• Knowledge of financial analysis, tax, estate planning and wealth transfer planning techniques.
• Proficiency with financial planning software, primarily eMoney.

Nice To Haves

• 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.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees