Zions Bancorporation · 5 days ago
Wealth Strategist
Salt Lake City, Utah, United States
Full-time
Onsite
Senior Level
$180K/yr - $200K/yrZions Bancorporation is one of the nation’s premier financial services companies, and they are seeking an experienced Wealth Strategist to join their team. This role involves working closely with high-net-worth clients to develop and implement customized financial plans that align with their long-term objectives.
AgricultureBankingFinanceFinancial Services
Responsibilities
Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the advanced planning services. Ability to communicate the value of planning for one’s current and future goals. This person must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers
Financial Planning: Develop and communicate advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth transfer planning, 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
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field
CFP required
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
CPA
JD
MBA
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
2026-01-20
2026-01-20
MarketScreener
2025-12-24
Company data provided by crunchbase