UHNW Wealth Planner - Houston In-Office

Zionsbancorp; Houston (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

401(k) plan with company match

Job summary

Zions Bancorporation's Wealth division seeks a Senior Wealth Planning Strategist in Houston, TX to advise ultra-high-net-worth clients on comprehensive planning, tax mitigation, and business succession. The role emphasizes collaboration with Wealth Advisors and Bankers to deliver fee-based planning engagements.

The candidate will present on timely wealth topics, build a COI network, and work on complex estate strategies in-office at Amegy Tower, Houston.

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 wealth planning issues including estate planning, tax mitigation, business succession, charitable giving, life insurance, and asset protection.
• Develop partnerships with Wealth Advisors, Private Bankers, and Commercial Bankers to earn introductions to valued clients.
• Participate in prospect meetings to augment discovery and identify advanced planning needs.
• Determine level of service and convey value of fee-based engagements.
• Collaborate with Wealth Planners to deliver and implement recommendations.
• Present on wealth, tax, and estate planning topics at client events.
• Cultivate COI network with estate planning attorneys, accountants, and appraisers.

Skills

Wealth planning

Client relations

Communication

Education

Bachelor's degree

CFP

CPA

JD

MBA

Job description

Zions Bancorporation's Wealth division seeks a Senior Wealth Planning Strategist in Houston, TX to advise ultra-high-net-worth clients on comprehensive planning, tax mitigation, and business succession. The role emphasizes collaboration with Wealth Advisors and Bankers to deliver fee-based planning engagements.

The candidate will present on timely wealth topics, build a COI network, and work on complex estate strategies in-office at Amegy Tower, Houston.