Wealth Strategist
 BankTalent HQ | |
Competitive
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vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), profit sharing
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 United States, Utah, Salt Lake City | |
 Dec 27, 2024 | |
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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 Wealth Strategistto join our team 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 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. This position can be located within the following states within the Zions Bancorporation footprint (Utah, Texas, Arizona, Colorado, Idaho, Nevada) and would work out of one of the local offices. Key Responsibilities:
Qualifications:
This position is eligible to earn a base salary in the range of $130,000 - $190,000 annually depending on job-related factors such as level of experience and location Benefits:
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