Zions Bancorporation · 2 days ago
Wealth Strategist - Las Vegas
Las Vegas, Nevada, United States
Full-time
Onsite
Senior Level
$170K/yr - $200K/yrZions Bancorporation is one of the nation’s premier financial services companies, recognized for its strong community ties and commitment to employee success. They are seeking an experienced Wealth Strategist located in Las Vegas, Nevada, to help with their Family Office offering by developing and implementing customized financial plans for high-net-worth clients.
AgricultureBankingFinanceFinancial Services
Responsibilities
Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs
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
Ensure all financial planning activities comply with regulatory requirements and company policies
Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients
Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients
Qualification
Required
Bachelor's degree in Finance, Economics, Financial Planning or a related field
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
Preferred
CFP, CPA, JD, or MBA preferred
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
Employee Ambassador preferred banking products
Company
Zions Bancorporation
Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.
Founded in 1873
10001+ employees
H1B Sponsorship
Zions Bancorporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (39)
2023 (61)
2022 (68)
2021 (45)
2020 (36)
Funding
Current Stage
Public CompanyTotal Funding
$1.09B2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M
Leadership Team
Harris Simmons
Chairman and CEO
Recent News
MarketScreener
2025-12-24
2025-12-23
Company data provided by crunchbase