Senior Wealth & Trust Advisor

Bank of America; Florida; On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America is seeking a fiduciary and wealth-management professional to oversee trust accounts for high-net-worth clients and beneficiaries. The role emphasizes collaboration with teams to drive business development, educate clients, and manage risk across complex investment and fiduciary portfolios.

Responsibilities include administering trust instruments, coordinating account openings/closures, and ensuring regulatory compliance while delivering a superior client experience and pursuing

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
• Knowledge of compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios.
• Ability to identify and develop new business opportunities with existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.

Responsibilities

• Provides fiduciary administration support including reviewing trust instruments and addressing discretionary matters.
• Supports investment management accounts including opening/closing, money movement, and maintenance.
• Engages with clients and prospects to build wealth tailored to goals and delivers a high-quality experience.
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios.
• Identifies and develops new business opportunities by pursuing relationships with clients and prospects.

Skills

Business Development

Client Management

Customer and Client Focus

Risk Management

Wealth Planning

Client Experience Branding

Client Solutions Advisory

Decision Making

Presentation Skills

Process Management

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Education

High School Diploma

Bachelor’s Degree

Job description

Bank of America is seeking a fiduciary and wealth-management professional to oversee trust accounts for high-net-worth clients and beneficiaries. The role emphasizes collaboration with teams to drive business development, educate clients, and manage risk across complex investment and fiduciary portfolios.

Responsibilities include administering trust instruments, coordinating account openings/closures, and ensuring regulatory compliance while delivering a superior client experience and pursuing