• Wealth Strategist

    Zions Bancorporation (Salt Lake City, UT)
    …the talent; we bring the opportunity. We are seeking an experienced and highly motivated ** Wealth Strategist ** to join our team and help with our Family Office ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession… more
    Zions Bancorporation (09/01/25)
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  • Key Private Bank Senior Relationship Manager…

    KeyBank (Salt Lake City, UT)
    …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as… more
    KeyBank (09/09/25)
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