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Wealth Planner
Zions Bancorporation
Houston, TX, United States
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Description
Zions Bancorporation is one of the nation’s premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $65 billion. Zions’ subsidiary ZB, N.A. operates banking divisions under local management teams and community identities in 11 states.
We are currently seeking a Wealth Planner to join our team. This position can be located in either Houston, TX or San Diego, CA.
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 document tax situation reviews,
◦ plan preparations,
◦ providing investment recommendations that align with client goals.
• Responsible for on-going relationship building with clients and accountable for client satisfaction and retention.
• Other duties as assigned.
Qualifications
• Advanced 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 + 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.