Senior Wealth & Estate Planning Advisor

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

Benefits offered by this job

Benefits package

Annual bonus potential

Training and advancement

Job summary

Bank of America is seeking a Wealth Planning Advisor to lead comprehensive planning engagements for high-net-worth clients. You will partner with Advisor teams to collect data, analyze assets, and craft integrated strategies that align with client goals.

The role requires deep expertise in trust, estate, tax, and cash flow planning, with an emphasis on implementation through client Advisors. Travel up to 10% may be required.

Qualifications

• Minimum 7 years of planning-related work experience.
• JD, CPA, or CFP desired; advanced degrees are a plus.

Responsibilities

• Leads the wealth planning engagement process with clients from start to finish.
• Works with Wealth Strategy Specialists to gather information, run analyses, and develop planning solutions.
• Develops holistic, integrated planning strategies focused on implementation with clients' Advisors.
• Expands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients.

Skills

Wealth Planning

Relationship Management

Tax Planning

Financial Analysis

Presentation Skills

Communication

Team Collaboration

Financial Modeling

Networking

Issue Management

Education

J.D.

CPA

CFP

LL.M.

MST

MBA

Tools

WealthMaster

Excel

PowerPoint

CRM

Job description

Bank of America is seeking a Wealth Planning Advisor to lead comprehensive planning engagements for high-net-worth clients. You will partner with Advisor teams to collect data, analyze assets, and craft integrated strategies that align with client goals.

The role requires deep expertise in trust, estate, tax, and cash flow planning, with an emphasis on implementation through client Advisors. Travel up to 10% may be required.