Senior Wealth Planning Strategist, Houston, TX

Zions Bancorporation; Houston (TX); On-site; USD 160,000 - 235,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave

HSAs & FSAs

PTO & Holidays

401(k) with company match + Profit Shs

Job summary

Zions Bancorporation’s wealth management division seeks an experienced Senior Wealth Planning Strategist to serve ultra-high-net-worth clients in Houston. You will craft comprehensive estate, tax, and wealth transfer plans, aligning with clients’ long-term objectives and family dynamics.

The role collaborates with Wealth Advisors and Private Bankers, delivering tailored advice and leading fee-based engagements. In-office position at Amegy Tower in Houston with strong client focus.

Qualifications

• Bachelor’s degree required.
• CFP®, CPA, JD, or MBA preferred.
• 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.

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 advanced 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.

Skills

Financial planning

Estate planning

Wealth transfer planning

Client relations

Tax planning

Exit planning

Team collaboration

Education

Bachelor’s degree

CFP

CPA

JD

MBA

Job description

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, recognizing and creating 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 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 SeniorWealth Planning Strategistto join our team, in Houston, TX located in the Houston Galleria Area. 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.

Primary 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 advanced 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.

Qualifications:

• Bachelor’s degree required
• CFP®, CPA, JD, or MBA preferred
• 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

An ideal candidate will possess the following attributes:

• 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

Work Location:

Amegy Tower 1717 W. Loop South, Houston, TX 77027

This position is in-office, on-site work is an essential function of the Senior Wealth Planning Strategist position and is not eligible for hybrid or remote work arrangements.

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