Senior Wealth Planner: Advanced Financial Planning Leader

Bank of America; Toms River (NJ); Sur place; USD 55 000 - 108 000; Plein temps

Résumé du poste

Merrill Wealth Management at Bank of America is seeking a Financial Advisor support professional to deliver comprehensive wealth planning solutions for individuals and businesses in the United States. You will work with FA teams to analyze data, identify strategic opportunities, and support business development and client meetings.

Responsibilities include leveraging financial data, coaching wealth planners, engaging with specialists, and collaborating across lines of business to expand wealth

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B
• Required CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Possess and demonstrate strong communication skills
• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
• Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Responsabilités

• Leverages extensive financial data to identify possible solutions to meet client needs and goals
• Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
• Coaches and trains Wealth Planners to monitor, update, and maintain client information in a related planning tool and plan on a consistent basis
• Engages with specialists and partners to address client needs and deliver solutions
• Participates in business development activities with Financial Advisors to expand the bank's client base to maintain growth and profitability
• Partners with Line of Business specialists and specialists across the enterprise to expand wealth planning strategy opportunities, while leveraging knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management strategies

Connaissances

Business Development

Client Investments Management

Portfolio Analysis

Portfolio Management

Wealth Planning

Causation Analysis

Client Management

Data Visualization

Risk Modeling

Trading and Investment Analysis

Investment Management

Referral Identification

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Merrill Wealth Management at Bank of America is seeking a Financial Advisor support professional to deliver comprehensive wealth planning solutions for individuals and businesses in the United States. You will work with FA teams to analyze data, identify strategic opportunities, and support business development and client meetings.

Responsibilities include leveraging financial data, coaching wealth planners, engaging with specialists, and collaborating across lines of business to expand wealth