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Elite Wealth Planning Strategist

$180k - $200k

National Bank of Arizona

National Bank of Arizona is seeking a Wealth Planning Strategist to join the Zions Wealth team in Denver, CO. The ideal candidate will have at least 10 years of experience in financial and estate planning for high-net-worth clients, with expertise in wealth transfer strategies. Responsibilities include advising clients, collaborating with Wealth Advisors, and presenting at events. A competitive salary of $180,000 - $200,000 is offered based on experience. Strong communication and client-first mentality are essential. #J-18808-Ljbffr National Bank of Arizona

Vacancy posted 4 days ago
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