Senior Wealth Planning Advisor for UHNW Clients

Bank of America; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America Wealth Planning Specialist role focused on high- and ultra-high-net-worth clients, delivering estate and wealth transfer planning alongside Advisors. You will analyze client data, craft comprehensive strategies, and coordinate implementation with Advisors to optimize outcomes.

Key duties include leading engagements, expanding client relationships, staying current on tax developments, and leveraging WealthMaster tools to model plans. Travel up to 10% may be required.

Qualifications

• Minimum 7 years of planning-related work experience.
• Advanced understanding of trust, estate and wealth transfer planning and taxes.
• Experience using wealth planning software and modeling tools.
• Ability to translate client goals into strategic plans and actionable steps.

Responsibilities

• Leads the wealth planning engagement process with clients from start to finish.
• Collaborates with Wealth Strategy Specialists to gather data, run analyses, and develop planning solutions.
• Develops holistic planning strategies focused on implementing with clients' advisors.
• Expands client relationships and supports Advisors in new opportunities with high-net-worth clients.
• Stays current on tax legislation and its impact on clients' planning.
• Builds a referral network with local centers of influence; travel up to 10%.

Skills

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Written Communications

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Education

High School Diploma / GED / Secondary School or equivalent

J.D., CPA, or CFP

LLM, MST, MBA (or in progress)

Tools

WealthMaster

PowerPoint

Word

Excel

Job description

Bank of America Wealth Planning Specialist role focused on high- and ultra-high-net-worth clients, delivering estate and wealth transfer planning alongside Advisors. You will analyze client data, craft comprehensive strategies, and coordinate implementation with Advisors to optimize outcomes.

Key duties include leading engagements, expanding client relationships, staying current on tax developments, and leveraging WealthMaster tools to model plans. Travel up to 10% may be required.