Senior Wealth Strategy Advisor

Bank of America; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Bank of America is seeking an experienced Wealth Planner to support Merrill advisors by analyzing estate and financial data and crafting planning strategies tailored to high-net-worth clients. The role emphasizes fiduciary planning, collaboration with internal partners, and staying current on tax and wealth-transfer developments.

The position requires building expert knowledge across investments, retirement, education funding, gifting, and risk planning, while delivering superior client service

Qualifications

• Experience in wealth and estate planning for high net worth clients.
• Ability to translate complex concepts to varied audiences including clients and attorneys.
• Proactive problem solving while adhering to policy.

Responsibilities

• Leads wealth planning engagement process and onboarding for trustees and managed services.
• Develops integrated planning strategies with clients' advisors.
• Expands client relationships to acquire additional assets and referrals.
• Demonstrates knowledge across wealth planning topics including tax and philanthropy.
• Monitors tax legislation and advises on impact to clients.
• Engages market leaders to drive ultra-high net worth engagement.

Skills

Wealth Strategy

Communication

Presentations

Team Collaboration

Active Listening

Client Focus

Pipeline Management

Problem Solving

Detail-Oriented

Education

JD

CPA

MBA

CFA

CTFA

CFP

High School Diploma

Job description

Bank of America is seeking an experienced Wealth Planner to support Merrill advisors by analyzing estate and financial data and crafting planning strategies tailored to high-net-worth clients. The role emphasizes fiduciary planning, collaboration with internal partners, and staying current on tax and wealth-transfer developments.

The position requires building expert knowledge across investments, retirement, education funding, gifting, and risk planning, while delivering superior client service