Wealth Strategies Advisor

Min 7 yrs required

Full-time

No

Location: Chicago, Illinois



Wealth Strategies Advisor - Bank of America - Chicago, Illinois

Key Responsibilities:

- Serve as specialized resource for Advisor teams interested in wealth planning services
- Build relationships with Advisor teams, clients, prospects, and centers of influence
- Analyze clients' estate and financial information and develop planning strategies
- Develop holistic, integrated planning strategies for high- and ultra-high net worth clients
- Expand existing client relationships and assist Advisors in new business opportunities
- Demonstrate advanced technical knowledge in wealth planning topics
- Stay up-to-date with major developments in trust, estate/wealth transfer, and financial planning
- Build a network with local centers of influence to create a business referral network
- Up to 10% travel expected

Desired Skills:

- Ability to gain client's respect and trust by listening to their goals and building effective strategies
- Advanced understanding of income taxation, stock options, insurance, investments, and cash flow modeling
- Advanced understanding of the transfer tax system and core tax savings strategies
- Knowledge of various Wealth Strategy stochastic models and planning software
- Expand existing client relationships and assist Advisors in new sales
- Proficiency in Word, Excel, and PowerPoint

Required Qualifications:

- Minimum 7 years of planning-related work experience
- JD, CPA, or CFP required
- LLM, MST, MBA (or in progress) a plus

Shift: 1st shift (United States of America)
Hours Per Week: 40
Travel: Yes, 10% of the time
Location: Chicago, Illinois

Responsibilities:

- Lead wealth planning engagement process with clients
- Work with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information and develop planning solutions
- Focus on implementing planning strategies with clients' Advisors
- Stay up-to-date on major developments in trust, estate/wealth transfer, and financial planning
- Build a network with local centers of influence to create a business referral network
- 10% travel expected

Desired Skills:

- Critical thinking and issue management
- Strong oral and written communication skills
- Active listening and customer/client focus
- Business development and collaboration
- Networking and prioritization

Wealth Strategies Advisor - Bank of America - Chicago, Illinois

Qualifications:

- Minimum 7 years of planning-related work experience
- JD, CPA, or CFP required
- LLM, MST, MBA (or in progress) a plus

Responsibilities:

- Lead wealth planning engagement process with clients
- Work with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information and develop planning solutions
- Focus on implementing planning strategies with clients' Advisors
- Stay up-to-date on major developments in trust, estate/wealth transfer, and financial planning
- Build a network with local centers of influence to create a business referral network
- 10% travel expected

Desired Skills:

- Critical thinking and issue management
- Strong oral and written communication skills
- Active listening and customer/client focus
- Business development and collaboration
- Networking and prioritization

Wealth Strategies Advisor - Bank of America - Chicago, Illinois

Qualifications:

- Minimum 7 years of planning-related work experience
- JD, CPA, or CFP required
- LLM, MST, MBA (or in progress) a plus

Responsibilities:

- Lead wealth planning engagement process with clients
- Work with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information and develop planning solutions
- Focus on implementing planning strategies with clients' Advisors
- Stay up-to-date on major developments in trust, estate/wealth transfer, and financial planning
- Build a network with local centers of influence to create a business referral network
- 10% travel expected

Desired Skills:

- Critical thinking and issue management
- Strong oral and written communication skills
- Active listening and customer/client focus
- Business development and collaboration
- Networking and prioritization

Bank of America is seeking a Wealth Strategies Advisor to join their team in Chicago, Illinois. This role involves serving as a specialized resource for Advisor teams interested in wealth planning services for high- and ultra-high net worth clients. The ideal candidate will have a minimum of 7 years of planning-related work experience and hold a JD, CPA, or CFP certification. They should also have knowledge of income taxation, stock options, insurance, investments, and cash flow modeling, as well as the transfer tax system and core tax savings strategies. The Wealth Strategies Advisor will be responsible for building relationships with Advisor teams, clients, prospects, and centers of influence, analyzing clients' estate and financial information, and developing holistic, integrated planning strategies. They will also stay up-to-date on major developments in trust, estate/wealth transfer, and financial planning, and build a network with local centers of influence to create a business referral network. The role may involve up to 10% travel, and proficiency in Word, Excel, and PowerPoint is required. This is a full-time position with 40 hours per week and a first shift schedule.

Key Responsibilities:

- Serve as specialized resource for Advisor teams interested in wealth planning services
- Build relationships with Advisor teams, clients, prospects, and centers of influence
- Analyze clients' estate and financial information and develop planning strategies
- Develop holistic, integrated planning strategies for high- and ultra-high net worth clients
- Expand existing client relationships and assist Advisors in new business opportunities
- Demonstrate advanced technical knowledge in wealth planning topics
- Stay up-to-date with major developments in trust, estate/wealth transfer, and financial planning
- Build a network with local centers of influence to create a business referral network
- Up to 10% travel expected

Desired Skills:

- Ability to gain client's respect and trust by listening to their goals and building effective strategies
- Advanced understanding of income taxation, stock options, insurance, investments, and cash flow modeling
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Not specified

Competitive benefits package including health, dental, and vision insurance, retirement plans, paid time off, and more.

Not specified

Client Relationship Management, Technical Analysis, Holistic Planning, Integrated Planning Strategies, Business Referral Networking, Tax Legislation, Charitable and Non-Charitable Trusts, Stochastic Modeling, WealthMaster Software, Critical Thinking, Oral and Written Communication, Presentation Skills, Active Listening, Business Development, Collaboration, Customer and Client Focus, Networking, Issue Management, Prioritization

JD, CPA, CFP, LLM, MST, MBA (in progress)

Interested candidates can apply through the company's website or through a job posting platform.

Qualification and Experience JD, CPA, CFP, LLM, MST, MBA (in progress)

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