Executive Wealth Strategist: Senior Planning Lead

Bank of America; Los Angeles (CA); On-site; USD 177,000 - 300,000; Full time

Job summary

Bank of America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships, delivering personalized wealth, tax, estate, and financial planning guidance based on company compensation programs. You will coordinate with advisors and specialists to tailor solutions for senior leaders.

This role emphasizes technical planning across equity, retirement, and benefits, with ongoing guidance and compliance, and offers an opportunity to advance within

Qualifications

• Advanced understanding of income taxation, stock options, insurance, investments and cash flow modeling.
• Advanced understanding of transfer tax systems and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
• Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.

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.

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 / GED / Secondary School or equivalent

JD, CPA, or CFP desired

LLM, MST, MBA (or in progress) a plus

Tools

WealthMaster

Job description

Bank of America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships, delivering personalized wealth, tax, estate, and financial planning guidance based on company compensation programs. You will coordinate with advisors and specialists to tailor solutions for senior leaders.

This role emphasizes technical planning across equity, retirement, and benefits, with ongoing guidance and compliance, and offers an opportunity to advance within