Senior Wealth Planning Strategist, Houston, TX

About the role

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. Recognized by American Banker as one of the “Best Banks to Work For” and for having a top banking team in its list of “The Most Powerful Women in Banking.” Zions Wealth is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses, including personalized investment strategies, financial planning, estate and tax planning, business succession planning, and risk management.

Responsibilities

• Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection.
• Develop trusted partnerships with Wealth Advisors, Private Bankers, and Commercial Bankers to earn introductions to highly valued clients and prospects.
• Participate in prospect meetings to augment discovery conversation and identify advanced planning needs and opportunities.
• Determine appropriate level of service based on client’s situation and convey value of a fee-based wealth planning engagement when suitable.
• Collaborate with Wealth Planners and Senior Wealth Planners to effectively deliver and implement recommendations to fee-based engagement clients.
• Present on timely wealth, tax, and estate planning topics at client and prospect events.
• Actively cultivate a robust COI network, specifically estate planning attorneys, accountants, and appraisers.

Qualifications

• Bachelor’s degree required
• CFP®, CPA, JD, or MBA preferred
• 10+ years of experience in financial, tax, or estate planning, specifically for high-net-worth and ultra-high-net-worth clients
• Advanced knowledge of the Federal transfer tax system (Gift, Estate, and GST) and experience implementing wealth transfer strategies, such as IDGTs and SLATs
• Experience advising business owners through exit planning, including intrafamily transfers, key employee acquisitions, third-party sales, and IPO

An ideal candidate will possess the following attributes:

• Client-first mentality
• Ability to effectively communicate complex concepts, both verbally and in writing
• High emotional intelligence to navigate delicate conversations and family dynamics
• Collaborative nature to partner with internal and external specialists as part of a cohesive team
• Aptitude for continuous learning to solve unique financial issues and stay abreast of tax and law changes
• Passion for coaching and developing less experienced colleagues
• Engagement in local professional networks

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

Work Location: Amegy Tower 1717 W. Loop South, Houston, TX 77027. This position is in‑office; on‑site work is an essential function and is not eligible for hybrid or remote work arrangements.