Wealth Strategies Advisor - Bank of America - Full Time - 40 hours per week
Job Responsibilities:
- Lead the wealth planning process with clients from beginning to end, including onboarding and review for trustee appointments and managed agency services.
- Develop comprehensive planning strategies that incorporate Bank of America's capabilities and resources in collaboration with clients' advisors.
- Expand and acquire high or ultra-high net worth clients for Merrill advisors through wealth planning.
- Demonstrate expertise in various wealth planning topics such as estate planning, tax planning, investments, retirement planning, and philanthropic planning.
- Stay updated on trust, estate, and financial planning developments, as well as tax legislation, to better serve clients.
- Collaborate with Merrill market leaders to engage ultra-high net worth clients and address their planning, philanthropy, and wealth transfer needs.
Desired Skills:
- Extensive knowledge of Wealth Strategy implementation, including property law, estate and gift taxes, incapacity planning, probate, charitable giving, fiduciary duties, accounting, taxes, retirement planning, and fiduciary investing and administration.
- Ability to effectively communicate complex concepts to various audiences, including clients, advisors, attorneys, accountants, and internal partners.
- Proactive problem-solving skills and the ability to achieve client goals while adhering to Bank policy and risk profile.
- Strong influence skills and active listening and discovery abilities.
- Professional presentation, communication, and relationship management skills with the ability to influence decision making.
- Team player with collaborative skills and the ability to work under pressure with minimal direction.
Desired Qualifications:
- 5 years of experience in wealth planning, financial planning, trust planning, or working with high or ultra-high net worth clients.
- Proven track record in sales with high or ultra-high net worth clients.
- JD, CPA, MBA, CFA, CIMA, CTFA, or CFP preferred.
Salary Information:
- Competitive salary based on experience and qualifications.
- Comprehensive benefits package, including medical, dental, vision, and retirement plans.
- Flexible working arrangements and opportunities for growth and development.
Job Title:
Wealth Strategies Advisor - Bank of America
Experience:
- 5 years of experience in wealth planning, financial planning, trust planning, or working with high or ultra-high net worth clients.
- Proven track record in sales with high or ultra-high net worth clients.
Job Description:
- Responsible for developing wealth management strategies for high and ultra-high net worth clients and prospects.
- Collaborate with Advisors or Relationship Managers to implement customized planning strategies for U/HNW families.
- Focus on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, business succession, asset allocation, risk management, and retirement planning.
- Author whitepapers, articles, and other material on topics relevant to the U/HNW client segment.
- Assist with retaining U/HNW relationships.
Responsibilities:
- Lead the wealth planning process with clients from start to finish.
- Develop comprehensive planning strategies that incorporate Bank of America's capabilities and resources.
- Expand and acquire high or ultra-high net worth clients for Merrill advisors through wealth planning.
- Demonstrate expertise in various wealth planning topics.
- Stay updated on trust, estate, and financial planning developments and tax legislation.
- Collaborate with Merrill market leaders to engage ultra-high net worth clients and address their planning, philanthropy, and wealth transfer needs.
Desired Skills:
- Extensive knowledge of Wealth Strategy implementation.
- Ability to effectively communicate complex concepts to various audiences.
- Proactive problem-solving skills.
- Strong influence skills and active listening and discovery abilities.
- Professional presentation, communication, and relationship management skills.
- Team player with collaborative skills.
Desired Qualifications:
- 5 years of experience in wealth planning, financial planning, trust planning, or working with high or ultra-high net worth clients.
- Proven track record in sales with high or ultra-high net worth clients.
- JD, CPA, MBA, CFA, CIMA, CTFA, or CFP preferred.
Salary Information:
- Competitive salary based on experience and qualifications.
- Comprehensive benefits package.
- Flexible working arrangements.
- Opportunities for growth and development.
H1 and H2 Friendly Headings:
H1: Wealth Strategies Advisor - Bank of America
H2: Join us in driving Responsible Growth
H2: A diverse and inclusive workplace for everyone
H2: Opportunities for learning, growth, and making an impact
H2: Partner with Advisors to develop wealth management strategies
H2: Focus on transfer of inter-generational wealth and other planning strategies
H2: Advanced technical knowledge and staying updated on developments
H2: Collaborate with Merrill market leaders to engage ultra-high net worth clients
H2: Proven track record and desired qualifications
Bold Headlines:
- Drive Responsible Growth with Bank of America
- Join a Diverse and Inclusive Workplace
- Opportunities for Learning, Growth, and Impact
- Develop Wealth Management Strategies for High and Ultra-High Net Worth Clients
- Expand and Acquire Clients with Advanced Technical Knowledge
- Collaborate with Merrill Market Leaders for Ultra-High Net Worth Clients
- Competitive Salary and Comprehensive Benefits Package
- Flexible Working Arrangements and Opportunities for Growth and Development
