Financial Strategist

2 weeks ago


Houston, Texas, United States Zions Bancorporation Full time
Wealth Management Opportunity

At Zions Bancorporation, we are committed to delivering exceptional financial services to our clients. Our Wealth Management Team is a key part of this effort, providing comprehensive financial solutions to affluent individuals, families, and businesses.

Job Summary

We are seeking a dedicated Wealth Advisor to join our team in the Houston market. As a Wealth Advisor, you will be responsible for building and managing relationships with our banking partners, delivering exceptional client experiences, and developing tailored financial solutions to meet the needs of our clients.

Key Responsibilities
  • Financial planning and investment management
  • Insurance and trust services
  • Presentation and relationship-building with internal banking professionals
  • Collaboration with wealth management team members to deliver client solutions
Requirements
  • Bachelor's degree
  • Minimum 5 years of directly related experience, 10+ years preferred
  • FINRA Series 7 & 66 (65/63) licenses, life and health insurance
  • CFP certification highly preferred
  • Excellent verbal and written communication skills
  • Exceptional analytical and presentation skills
  • Experience with financial planning software and complex financial modeling
  • Proven track record of building and managing high net worth client relationships

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and experienced professional looking to make a meaningful impact in the financial services industry, we encourage you to apply.



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