Senior UHNW Wealth Transfer Strategist

Bank of America; Houston (TX); On-site; USD 150,000 - 240,000; Full time

Job summary

Bank of America’s Private Wealth Management seeks a Private Wealth Strategist to work with UHNW individuals and families, aligning financial and estate strategies with goals. This highly visible role partners with Merrill Advisors to develop and implement customized planning, wealth transfer, and risk management strategies.

You will produce client materials, collaborate across teams, and contribute to thought leadership through whitepapers or articles.

Qualifications

• Minimum Education Requirement: Law degree.
• Internal candidates who are currently working from home are eligible to apply but may need to work onsite.
• Experience in UHNW planning and transfer taxation or trusts and estates is expected.

Responsibilities

• Develop wealth transfer strategies for ultra-high net worth individuals and families.
• Design, create and deliver presentation materials for client meetings and national events.
• Partner with Advisors or Relationship Managers in client solicitation and wealth strategies.
• Assist Advisors to implement customized planning strategies for UHNW families and retain relationships.

Skills

Business Development

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Active Listening

Collaboration

Customer and Client Focus

Pipeline Management

Written Communications

Adaptability

Attention to Detail

Issue Management

Prioritization

Education

Law degree

Tools

Microsoft Office

Brentmark Estate Planning Tools

Job description

Bank of America’s Private Wealth Management seeks a Private Wealth Strategist to work with UHNW individuals and families, aligning financial and estate strategies with goals. This highly visible role partners with Merrill Advisors to develop and implement customized planning, wealth transfer, and risk management strategies.

You will produce client materials, collaborate across teams, and contribute to thought leadership through whitepapers or articles.