Wealth Strategist - California & Nevada

Zions Bancorporation is a leading financial services holding company operating through a collection of well-established banks with local brands and management teams primarily serving high-growth western markets of the United States. Founded with a commitment to community banking, Zions Bancorporation has earned a prestigious reputation for excellence, regularly recognized by American Banker as one of the "Best Banks to Work For" and known for having influential leadership, especially noted among "The Most Powerful Women in Banking." Their strong community ties and local market expertise have helped the company build long-lasting trusted relationships with their customers, consistently earning them the title of the best bank in many of their markets.

Zions Bancorporation not only prioritizes client satisfaction but also centers its operations around valuing and rewarding employees. With a philosophy that emphasizes identifying and nurturing outstanding talent, they seek to create fulfilling career opportunities in an environment that supports professional growth and contributions. Zions offers competitive employee benefits starting from day one, including medical, dental, and vision insurance, paid holidays, profit sharing, and company-matched 401(k) retirement contributions, making it a top employer choice in the banking industry.

Within this thriving institution, Zions Wealth is a specialized division dedicated to serving affluent and high-net-worth individuals, families, and businesses. This division provides a wide array of comprehensive financial services including personalized investment strategies, detailed financial planning, estate and tax planning, business succession planning, and risk management. The primary mission of Zions Wealth is to assist clients in growing and preserving their wealth through tailored strategies and expert advice designed to address complex financial landscapes and meet long-term objectives. Operating as a strategic focus within Zions Bancorporation, Zions Wealth extends across eight affiliated banks in the Western United States, further enhancing its reach and expertise.

The Wealth Planning Strategist role is a critical position within Zions Wealth, designed for an experienced and highly skilled professional well-versed in financial and estate planning. This role involves partnering closely with ultra-high-net-worth clients to develop and implement customized wealth management plans that align with their unique objectives. The Wealth Planning Strategist not only advises on multi-generational estate planning and tax mitigation but also provides insights on business succession, charitable giving, life insurance, and asset protection strategies.

This position offers flexibility with potential locations including Las Vegas, Reno, San Diego, Los Angeles, Irvine, or San Francisco, providing candidates with the opportunity to work within major western hubs. The compensation for this role is competitive, with a base salary ranging from $180,000 to $200,000 annually, depending on the candidate's level of experience and work location.

The role also emphasizes collaboration, requiring the Wealth Planning Strategist to build trusted partnerships with Wealth Advisors, Private Bankers, and Commercial Bankers to generate client referrals and offer comprehensive financial solutions. Participating in client prospect meetings, presenting on relevant wealth and tax topics, and maintaining strong networks with estate attorneys, accountants, and appraisers are essential parts of the role. The company seeks a professional who combines a client-first mentality with excellent communication skills, emotional intelligence, and a passion for continuous learning and mentorship. Overall, this position offers exciting opportunities to make a meaningful impact on the financial futures of some of the most valued clients while being part of a supportive and dynamic team environment.