UHNW Wealth Planning Advisor

Bank of America; United States; On-site; USD 180,000 - 255,000; Full time

Job summary

Bank of America is seeking a Wealth Planner to support Merrill advisors in addressing clients' objectives in planning, philanthropy, and wealth transfer minimization. You will build relationships with advisors and partners, analyze financial information, and develop strategies across investments, estate, and tax planning.

Responsibilities include leading the engagement process, developing integrated plans, and expanding client relationships to meet annual goals.

Qualifications

• Five years of wealth planning related work experience (wealth transfer, financial planning, trust planning) with high net worth clients.
• Proven sales experience with high net worth and ultra-high net worth clients.
• Professional certifications or degrees such as JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.

Responsibilities

• Leads the client wealth planning engagement process, including onboarding for initial and successor trustee appointments and managed agency services.
• Develops holistic, integrated planning strategies with clients' advisors.
• Expands client relationships and acquires new assets to meet goals for Merrill Lynch Wealth Management referrals and new trust sales.
• Demonstrates expert knowledge across wealth planning topics: trust, estate, taxes, investments, retirement, cash flow, and philanthropic planning.
• Keeps abreast of tax law changes and their impact on clients and engages market leaders to drive ultra-high net worth engagement.

Skills

Business Development

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Active Listening

Collaboration

Customer and Client Focus

Pipeline Management

Written Communications

Adaptability

Attention to Detail

Issue Management

Prioritization

Education

JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred

Job description

Bank of America is seeking a Wealth Planner to support Merrill advisors in addressing clients' objectives in planning, philanthropy, and wealth transfer minimization. You will build relationships with advisors and partners, analyze financial information, and develop strategies across investments, estate, and tax planning.

Responsibilities include leading the engagement process, developing integrated plans, and expanding client relationships to meet annual goals.