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Senior Wealth Planner - Retirement, Tax & Estate Strategy
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-13
Listing for:
Zions Bancorporation
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Zions Bancorporation in Irvine, CA seeks an experienced financial planning professional to perform planning, education and analysis for existing and prospective clients. Responsibilities include retirement modeling, risk management and insurance analysis, estate planning reviews, plan preparations, and providing investment recommendations aligned with client goals.
You will build and sustain long-term client relationships, ensure satisfaction and retention, and collaborate with specialists to
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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