Senior Wealth Planner & Financial Strategy Lead

Bank of America; Boca Raton (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor team member to collaborate with FA teams, identify strategic investment opportunities, and drive comprehensive financial planning. The role requires estate, tax, and investment knowledge and may involve residential mortgage loan work under SAFE Act guidelines.

The position emphasizes in-office collaboration, relationship management, and data-driven planning to help clients pursue their financial goals with integrated

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

Responsibilities

• Leverages financial data to identify solutions that meet client needs and goals
• Schedules, prepares, and attends client meetings to review plans and discuss changes
• Monitors and updates client information in planning tools on a regular basis
• Engages with specialists to address client needs and deliver solutions

Skills

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

Education

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor team member to collaborate with FA teams, identify strategic investment opportunities, and drive comprehensive financial planning. The role requires estate, tax, and investment knowledge and may involve residential mortgage loan work under SAFE Act guidelines.

The position emphasizes in-office collaboration, relationship management, and data-driven planning to help clients pursue their financial goals with integrated