Senior Wealth Planning Advisor for UHNW Clients

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

Job summary

Bank of America is seeking a Wealth Planning Advisor in Denver, CO to lead engagement with high- and ultra-high net worth clients. You will develop comprehensive planning strategies, collaborate with advisors, and expand client relationships while staying current on tax and estate planning developments.

The role requires senior planning expertise, strong communication, and the ability to translate complex tax and wealth concepts into actionable plans for clients and their advisors.

Qualifications

• Minimum 7 years of planning-related work experience desired.
• JD, CPA, or CFP desired
• LLM, MST, MBA (or in progress) 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 focusing on implementation with clients' advisors.
• Expands existing client relationships and supports Advisors in new opportunities with high- or ultra-high net worth clients.
• Demonstrates advanced technical knowledge across wealth planning topics such as trust, estate planning, tax planning, investments, and cash flow modeling.

Skills

Wealth Planning

Critical Thinking

Oral Communications

Presentation Skills

Written Communications

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Education

High School Diploma

Tools

WealthMaster

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America is seeking a Wealth Planning Advisor in Denver, CO to lead engagement with high- and ultra-high net worth clients. You will develop comprehensive planning strategies, collaborate with advisors, and expand client relationships while staying current on tax and estate planning developments.

The role requires senior planning expertise, strong communication, and the ability to translate complex tax and wealth concepts into actionable plans for clients and their advisors.