Senior Wealth Planning Advisor for UHNW Clients

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

Benefits offered by this job

Competitive benefits

Job summary

Bank of America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish. You will collaborate with Wealth Strategy Specialists to gather information, run analyses and develop integrated planning solutions for high-net-worth clients.

You will expand existing relationships, advise on trusts, estate planning, tax strategies, investments and cash flow modeling, and stay current on tax legislation.

Qualifications

• Minimum 7 years of planning-related work experience.
• 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.
• Gathers information, runs analyses, and develops planning solutions.
• Develops holistic planning strategies and integrates with clients' advisors.
• Expands client relationships and supports new business opportunities.
• Keeps up-to-date with tax legislation affecting clients.
• 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

JD, CPA, or CFP

LLM, MST, MBA (or in progress)

Tools

WealthMaster

Excel

PowerPoint

Job description

Bank of America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish. You will collaborate with Wealth Strategy Specialists to gather information, run analyses and develop integrated planning solutions for high-net-worth clients.

You will expand existing relationships, advise on trusts, estate planning, tax strategies, investments and cash flow modeling, and stay current on tax legislation.