Zions Bancorporation
Houston or Salt Lake City
Wealth Planner in Houston, Texas, United States
Job details
- Location
- Houston or Salt Lake City
- Work type
- Onsite
- Posted
- Mar 23, 2026
- Apply on
- zionsbancorp.referrals.selectminds.com
About this role
Bachelor's degree required; CFP®, CPA, or JD preferred; 2+ years in financial planning for high-net-worth clients; 5+ years preferred; proficiency with financial planning software (eMoney).
What you'll do at Zions Bancorporation:
- support planning
- lead modeling
- review documents
Apply to this Wealth Planner in Houston, Texas, United States role at Zions Bancorporation with a tailored resume on ApplyBolt.