Senior Wealth Planning Advisor for UHNW Clients

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors, perform technical analyses, and develop comprehensive planning strategies to address trust, estate, wealth transfer, and financial planning needs.

You will collaborate with Wealth Strategy Specialists to gather data, run analyses, and implement tailored plans while staying current on tax laws and regulatory changes affecting clients'

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 and/or Wealth Strategy Analysts to gather information, run analyses, and develop planning solutions.
• Develops holistic, integrated planning strategies for clients with a focus on how Bank of America can help implement those strategies in concert with the clients' advisors where appropriate.
• Expands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in wealth planning.
• Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
• Stays up-to-date with major developments in trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients.
• Builds a network with local centers of influence to create a business referral network of clients who would benefit from the bank's services.
• Up to 10% Travel Expected

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 / GED / Secondary School or equivalent

JD, CPA, or CFP desired

Tools

WealthMaster

Job description

Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors, perform technical analyses, and develop comprehensive planning strategies to address trust, estate, wealth transfer, and financial planning needs.

You will collaborate with Wealth Strategy Specialists to gather data, run analyses, and implement tailored plans while staying current on tax laws and regulatory changes affecting clients'