UHNW Wealth Planning Advisor

Bank of America; Chicago (IL); On-site; USD 180,000 - 254,800; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Job summary

Bank of America seeks a wealth planning professional to support Merrill advisors in addressing client objectives for planning, philanthropy, and wealth transfer/tax minimization. You will analyze estate and financial information, build relationships with advisors and internal partners, and develop planning strategies across investments, retirement, education, and taxes.

The role requires expertise in trust and estate planning, risk management, and communication with clients, attorneys, and

Qualifications

• 5 years of wealth planning related work experience with high net worth clients.
• JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.

Responsibilities

• Leads wealth planning engagement process including onboarding for trustee appointments.
• Develops holistic, integrated planning strategies with clients and advisors.
• Expands existing client relationships and acquires new assets for wealth management.
• Demonstrates advanced knowledge across trust, estate, tax, investments, retirement and cash flow modeling.
• Monitors developments in tax law and their impact on clients.
• Engages market leaders to drive ultra‑high net worth client engagement.

Skills

Wealth strategy

Estate planning

Tax planning

Client relationship

Sales experience

Communication

Team collaboration

Problem solving

Education

JD, CPA, MBA, CFA, CFP preferred

Job description

Bank of America seeks a wealth planning professional to support Merrill advisors in addressing client objectives for planning, philanthropy, and wealth transfer/tax minimization. You will analyze estate and financial information, build relationships with advisors and internal partners, and develop planning strategies across investments, retirement, education, and taxes.

The role requires expertise in trust and estate planning, risk management, and communication with clients, attorneys, and