Wealth Planner - Salt Lake City or Houston

Location
Salt Lake City, Utah
Salary
Open
Posted
Dec 12, 2023
Closes
Dec 12, 2024

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.

 

Zion's 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, 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. Zion's Wealth Management is a strategic focus for the 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 in Salt Lake City or Houston.

 

We want to talk to you!

 

  • 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 review and recommendations  
    • tax review and recommendations
    • wealth plan creation   
    • providing wealth recommendations that align with client goals.
  • Responsible for plan creation and delivery to Wealth Management clients and accountable for client satisfaction and retention.
  • Other duties as assigned.

 

Qualifications:

  • Expert knowledge as a specialist of financial analysis, tax, business succession, estate planning and wealth transfer planning practices and techniques.
  • Requires a Bachelor's degree
  • 2-4 + years financial planning experience, legal, tax or other directly related experience. CFP, CPA, JD, MBA preferred.
  • A combination of education and experience may meet requirements.

 

Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City's central business district, providing hundreds of team members with an exceptional work environment and features such as:

 

  • Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;
  • An employee-only fitness center and bike storage;
  • An employee lounge, kitchen, micro market, game tables, couches and TVs;
  • Private mothers' rooms and lockers; and
  • Access to downtown shopping, dining, arts and entertainment.

 



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