Wealth Strategist

Zions Bancorporation•Salt Lake, UT

11h•Onsite

About The Position

Zions Bancorporation is a premier financial services company 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.” Zions Wealth 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 is a strategic focus for Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are seeking an experienced and highly motivated Wealth Planning Strategist to join our team. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives. This position will primarily cover the Zions Bank market of Utah and Idaho, so Salt Lake City, UT is the preferred location. Qualified candidates in Phoenix, AZ or Denver, CO may also be considered but must be willing to travel.

Requirements

Bachelor’s degree required
10+ years of experience in financial, tax, or estate planning, specifically for high-net-worth and ultra-high-net-worth clients
Advanced knowledge of the Federal transfer tax system (Gift, Estate, and GST) and experience implementing wealth transfer strategies, such as IDGTs and SLATs
Experience advising business owners through exit planning, including intrafamily transfers, key employee acquisitions, third-party sales, and IPO

Nice To Haves

CFP®, CPA, JD, or MBA preferred
Client-first mentality
Ability to effectively communicate complex concepts, both verbally and in writing
High emotional intelligence to navigate delicate conversations and family dynamics
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
Passion for coaching and developing less experienced colleagues
Engagement in local professional networks

Responsibilities

Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection.
Develop trusted partnerships with Wealth Advisors, Private Bankers, and Commercial Bankers to earn introductions to highly valued clients and prospects.
Participate in prospect meetings to augment discovery conversation and identify advance planning needs and opportunities.
Determine appropriate level of service based on client’s situation and convey value of a fee-based wealth planning engagement when suitable.
Collaborate with Wealth Planners and Senior Wealth Planners to effectively deliver and implement recommendations to fee-based engagement clients.
Present on timely wealth, tax, and estate planning topics at client and prospect events.
Actively cultivate a robust COI network, specifically estate planning attorneys, accountants, and appraisers.