UHNW Wealth Planning Strategist – Houston

Zions Bancorporation; Houston (TX); Vor Ort; USD 160.000 - 235.000; Vollzeit

Benefits dieser Stelle

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave

HSAs & FSAs

PTO & Holidays

401(k) with company match + Profit Shs

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial planning

Estate planning

Wealth transfer planning

Client relations

Tax planning

Exit planning

Team collaboration

Ausbildung

Bachelor’s degree

CFP

CPA

JD

MBA

Jobbeschreibung

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.