Strategic Wealth Planner & Advisory Specialist

Bank of America; Oak Brook (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a skilled Financial Advisor to collaborate with FA teams, delivering comprehensive financial planning solutions and investment guidance to clients and institutions. The role emphasizes data-driven planning, cross‑functional coordination, and adherence to regulatory standards within an in-office, client‑facing setting.

Key responsibilities include identifying opportunities, gathering data to craft plans, and building trusted relationships

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
• SAFE ACT Registration; ADV-2B Required
• CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Possess and demonstrate strong communication skills
• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
• Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Responsibilities

• Leverages extensive financial data to identify possible solutions to meet client needs and goals
• Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
• Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
• Engages with specialists and partners to address client needs and deliver solutions

Skills

Series 7

SAFE Act Registration

CFP/CPWA designation

Client relationship mgmt

Wealth management products

Communication skills

Financial planning

Analytical skills

Data analysis

Regulatory compliance

Team collaboration

Education

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management division seeks a skilled Financial Advisor to collaborate with FA teams, delivering comprehensive financial planning solutions and investment guidance to clients and institutions. The role emphasizes data-driven planning, cross‑functional coordination, and adherence to regulatory standards within an in-office, client‑facing setting.

Key responsibilities include identifying opportunities, gathering data to craft plans, and building trusted relationships