Wealth Planner
Job Location:
Irvine, CA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Perform a wide range of planning education and analysis duties for both existing and prospective clients.
Responsibilities include: retirement modeling risk management/insurance analysis educational modeling estate plan document and tax situation reviews plan preparations and providing investment recommendations that align with client goals. Responsible for on-going relationship building with clients and accountable for client satisfaction and retention. Other duties as assigned.
Requires a Bachelors and 6 years financial planning experience legal tax or other directly related experience. CFP CPA JD MBA preferred. A combination of education and experience may meet requirements. Advanced knowledge of financial analysis tax estate planning and wealth transfer planning practices and techniques.
Salary range for this position is $139000-$150000
About Company
Zions Bancorporation recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the.....
