Senior UHNW Wealth Planning Strategist

Zions Bancorporation; Houston (TX); Presencial; USD 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental and Vision Insurance -

Life and Disability Insurance

401(k) match & Profit Sharing

Paid Holidays & PTO

Tuition Reimbursement

Mental health benefits

HSA/FSA

Adoption Assistance

Descripción de la vacante

Zions Bancorporation’s Wealth division seeks a Senior Wealth Planning Strategist to join our Houston team in the Galleria area. You will advise ultra high-net-worth clients on estate planning, wealth transfer, and risk management while coordinating with Wealth Advisors and Private Bankers to implement tailored financial plans.

The ideal candidate has 10+ years in financial, tax, or estate planning, plus CFP/CPA/JD/MBA credentials, and a client-first mindset.

Formación

• Bachelor’s degree required.
• CFP®, CPA, JD, or MBA preferred.
• 10+ years of experience in financial, tax, or estate planning for high-net-worth clients.

Responsabilidades

• Advise ultra-high-net-worth clients on estate planning, tax mitigation, business succession, charitable giving, life insurance, and asset protection.
• Develop partnerships with Wealth Advisors, Private Bankers, and Commercial Bankers to gain introductions to valued clients.
• Participate in meetings to identify advanced planning needs and opportunities.
• Convey the value of fee-based wealth planning engagements when suitable.
• Collaborate with Wealth Planners to deliver and implement recommendations to clients.

Conocimientos

CFP®, CPA, JD, or MBA preferred

Educación

Bachelor’s degree

Descripción del empleo

Zions Bancorporation’s Wealth division seeks a Senior Wealth Planning Strategist to join our Houston team in the Galleria area. You will advise ultra high-net-worth clients on estate planning, wealth transfer, and risk management while coordinating with Wealth Advisors and Private Bankers to implement tailored financial plans.

The ideal candidate has 10+ years in financial, tax, or estate planning, plus CFP/CPA/JD/MBA credentials, and a client-first mindset.