UHNW Wealth Strategy Advisor

Bank of America; San Francisco (CA); On-site; USD 180,000 - 254,800; Full time

Job summary

Bank of America is seeking a seasoned wealth planning professional to support Merrill advisors, addressing client objectives in planning, philanthropy, and wealth transfer. The role focuses on building relationships, analyzing financial information, and developing comprehensive strategies across investments, taxes, and estate planning.

You will collaborate with advisors and internal partners, expand client relationships, and stay updated on tax legislation impacting clients.

Qualifications

• Minimum education: High School Diploma or equivalent.
• Preferred professional designations: JD, CPA, MBA, CFA, CIMA, CTFA or CFP.
• Strong ability to translate complex wealth planning concepts for varied audiences.
• Excellent collaboration and communication with clients and advisors.

Responsibilities

• Lead wealth planning engagement process, onboarding, and trustee appointments for Merrill Lynch Wealth Management and related services.
• Develop holistic planning strategies in coordination with clients' advisors.
• Expand client relationships and assets to meet wealth management goals.
• Demonstrate expertise across trust, estate, tax, investments, retirement, and philanthropy planning.
• Monitor developments in tax law and adjust planning recommendations accordingly.
• Engage market leaders to deepen ultra-high net worth client engagements.

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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America is seeking a seasoned wealth planning professional to support Merrill advisors, addressing client objectives in planning, philanthropy, and wealth transfer. The role focuses on building relationships, analyzing financial information, and developing comprehensive strategies across investments, taxes, and estate planning.

You will collaborate with advisors and internal partners, expand client relationships, and stay updated on tax legislation impacting clients.