Senior Wealth Strategy Advisor for High Net Worth Clients

National Black MBA Association; Denver, Northern (CO, KY); Hybrid; USD 177,000 - 300,000; Full time

Job summary

Bank of America in Denver seeks a senior Wealth Planning Specialist to serve high- and ultra-high-net-worth clients. You will lead trust, estate, and wealth transfer planning, coordinating with Advisor teams to craft tailored strategies and implement them with Advisors where appropriate.

You’ll analyze financial information, stay current on tax developments, and expand client relationships through cross-sell opportunities while building a local referral network. Travel up to 10% is expected.

Qualifications

• 7+ years of planning-related work experience preferred.
• 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 based on these analyses
• Develops holistic, integrated planning strategies with a focus on implementation with clients' advisors
• Expands client relationships and assists Advisors in new business opportunities
• Demonstrates advanced knowledge across trust, estate, taxes, investments, retirement, and cash flow
• Stays up-to-date with tax legislation and its impact on clients
• Builds a local referral network with centers of influence
• Up to 10% travel expected

Skills

Wealth Planning

Critical Thinking

Oral Communications

Written Communications

Presentation Skills

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Word

Excel

PowerPoint

Education

JD

CPA

CFP

LLM

MST

MBA (in progress)

Tools

WealthMaster

Job description

Bank of America in Denver seeks a senior Wealth Planning Specialist to serve high- and ultra-high-net-worth clients. You will lead trust, estate, and wealth transfer planning, coordinating with Advisor teams to craft tailored strategies and implement them with Advisors where appropriate.

You’ll analyze financial information, stay current on tax developments, and expand client relationships through cross-sell opportunities while building a local referral network. Travel up to 10% is expected.