Executive Wealth Services Advisor

Bank of America; Dallas (TX); On-site; USD 177,000 - 300,000; Full time

Job summary

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with advisors to tailor comprehensive solutions.

In this role, you will navigate executive compensation, equity, retirement and benefits, partnering with specialists to maximize opportunities while ensuring regulatory compliance and an

Qualifications

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

Responsibilities

• Serves as the primary point of contact and planning lead for executives participating in the Executive Wealth Services program.
• Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management.
• Develops holistic and integrated planning strategies tailored to executives' unique financial circumstances, incorporating company-specific compensation, equity, deferred compensation, retirement, and benefit programs.
• Maintains deep expertise in the sponsoring company's executive compensation and benefits offerings, corporate culture, and leadership environment, translating this knowledge into actionable planning recommendations.
• Partners closely with Advisors, and specialists across investment management, credit, banking, and trust and estate planning to deliver comprehensive solutions.
• Demonstrates advanced technical knowledge across a broad range of wealth planning disciplines, including trust and estate planning, executive compensation planning, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
• Identifies planning opportunities and develops strategies that help executives maximize the value of company-sponsored compensation and benefit programs within the context of their broader wealth objectives.
• Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances the overall client experience.
• Educates executives on complex financial concepts and planning opportunities through personalized consultations, presentations, and ongoing guidance.
• Stays current on developments in tax, trust, estate, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
• Maintains an exceptional client experience while adhering to all regulatory, risk, and compliance requirements.

Skills

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Written Communications

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Education

High School Diploma

Tools

WealthMaster

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

Executive Wealth Services (EWS) delivers corporate‑sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies. Through deep knowledge of each company's executive compensation, benefits, and corporate programs, EWS helps executives navigate complex financial decisions and maximize the value of their personal and professional opportunities.

The Executive Wealth Strategist serves as the quarterback for the executive relationship, bringing together deep company‑specific expertise and broad wealth planning capabilities to deliver a highly personalized experience. This role develops trusted relationships with senior executives and provides holistic wealth, tax, estate, and financial planning guidance informed by a thorough understanding of the company's compensation, benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates the delivery of tailored solutions while serving as the primary point of contact for executive participants. Through a combination of technical planning expertise and company‑specific insight, the role helps executives maximize opportunities and navigate the unique financial complexities associated with senior leadership.

Responsibilities

• Serves as the primary point of contact and planning lead for executives participating in the Executive Wealth Services program.
• Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management.
• Develops holistic and integrated planning strategies tailored to executives' unique financial circumstances, incorporating company‑specific compensation, equity, deferred compensation, retirement, and benefit programs.
• Maintains deep expertise in the sponsoring company's executive compensation and benefits offerings, corporate culture, and leadership environment, translating this knowledge into actionable planning recommendations.
• Partners closely with Advisors, and specialists across investment management, credit, banking, and trust and estate planning to deliver comprehensive solutions.
• Demonstrates advanced technical knowledge across a broad range of wealth planning disciplines, including trust and estate planning, executive compensation planning, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
• Identifies planning opportunities and develops strategies that help executives maximize the value of company‑sponsored compensation and benefit programs within the context of their broader wealth objectives.
• Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances the overall client experience.
• Educates executives on complex financial concepts and planning opportunities through personalized consultations, presentations, and ongoing guidance.
• Stays current on developments in tax, trust, estate, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
• Maintains an exceptional client experience while adhering to all regulatory, risk, and compliance requirements.

Key Qualifications

• Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
• Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities, and business transitions.
• Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
• Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
• Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
• Word, Excel, and PowerPoint.
• Various Wealth Strategy stochastic models and planning software such as WealthMaster.

Desired Qualifications

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

Skills

• Critical Thinking
• Oral Communications
• Presentation Skills
• Wealth Planning
• Written Communications
• Active Listening
• Business Development
• Collaboration
• Customer and Client Focus
• Networking
• Issue Management
• Prioritization

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)

Pay and benefits information

Pay range

$177,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.