Senior Wealth Planning Strategist

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, recognize and create 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.

We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team in Dallas, TX and help with our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and client relationship management. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs.
• Financial Planning: Develop comprehensive financial plans, including retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth plan creation, risk management, and providing wealth recommendations that align with client goals.
• Compliance: Ensure all financial planning activities comply with regulatory requirements and company policies.
• Team Collaboration: Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients.
• Continuous Improvement: Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients.

Qualifications:

• Bachelor’s degree in Finance, Economics, Financial Planning or a related field.
• CFP, CPA, JD, or MBA preferred.
• Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial planning software and tools.
• In-depth knowledge of investment products, tax laws, and estate planning strategies.

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 
• Employee Ambassador preferred banking products