Financial Planning Consultant
3 days ago
Wealth Strategist Needed at Zions Bancorporation
Zions Bancorporation is a top-tier financial services company operating across the western United States. Our organization is renowned for its commitment to delivering exceptional banking experiences and building strong relationships with local communities.
Compensation PackageThe selected candidate can expect an estimated salary range of $130,000 - $190,000 annually, depending on experience and location.
This role offers a comprehensive benefits package, including:
- Medical, Dental, and Vision Insurance starting on day one
- Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, 11 paid federal holidays, and a generous PTO policy
- A competitive 401(k) plan with company match and profit sharing
We prioritize employee well-being and offer mental health benefits, including coaching and therapy sessions, as well as tuition reimbursement for eligible employees.
As an employer of choice, we strive to create fulfilling opportunities for outstanding individuals within our organization, recognizing their contributions to our success.
About the RoleWe seek an experienced and highly motivated Wealth Strategist to join our team and contribute to our Family Office offering.
The ideal candidate will possess a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning.
This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives.
You will have the opportunity to work within the following states: Utah, Texas, Arizona, Colorado, Idaho, and Nevada, and will be based out of one of our local offices.
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.
- 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.
- Bachelor's degree in Finance, Economics, Financial Planning, or a related field.
- CFP, CPA, JD, or MBA preferred.
- Advanced knowledge 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.
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