Senior UHNW Wealth Planning Strategist
zions bancorporationHouston (TX)
Senior UHNW Wealth Planning Strategist
Posted yesterday
zions bancorporationHouston (TX)
SENIORITY
Senior
About the role
Zions Bancorporation’s Wealth division seeks a Senior Wealth Planning Strategist to join our Houston team in the Galleria area. You will advise ultra high-net-worth clients on estate planning, wealth transfer, and risk management while coordinating with Wealth Advisors and Private Bankers to implement tailored financial plans.
The ideal candidate has 10+ years in financial, tax, or estate planning, plus CFP/CPA/JD/MBA credentials, and a client-first mindset.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.