Zions Bancorporation
Senior Wealth Planning Strategist
Zions Bancorporation, Dallas, Texas, United States, 75215
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.This position will be open until filled.All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
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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.This position will be open until filled.All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
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