Zions Bancorporation
Houston or Salt Lake City
Sr Wealth Planning Strategist
We tailor your resume to this role and apply for you in seconds.
Apply to Sr Wealth Planning Strategist at Zions BancorporationJob details
- Location
- Houston or Salt Lake City
- Work type
- Onsite
- Posted
- 6 days ago
- Apply on
- zionsbancorp.taleo.net
About this role
Bachelor's degree, 10+ years in financial/tax/estate planning for high-net-worth clients, CFP/CPA/JD/MBA preferred, advanced federal transfer tax knowledge, business succession and estate strategy experience.
What you'll do at Zions Bancorporation:
- advising clients
- developing plans
- cultivating referrals
Apply to this Sr Wealth Planning Strategist role at Zions Bancorporation with a tailored resume on ApplyBolt.
Ready to apply to Zions Bancorporation?
We tailor your resume to this role and apply for you.