UHNW Wealth Transfer Strategist

Bank of America; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience in transfer taxation are required. The position offers a collaborative work culture and focuses on achieving client goals aligned with wealth management.

Qualifications

• Minimum 7 years of experience in transfer taxation or trusts and estates planning for UHNW families.
• Strong tax and legal research skills.
• Ability to obtain Series 7 & 66 licenses within 120 days.

Responsibilities

• Develop wealth transfer strategies for UHNW individuals and families.
• Design and deliver client presentations.
• Partner with Advisors in client solicitation efforts.
• Assist in creating customized planning strategies.
• Author whitepapers and articles on UHNW topics.
• Help retain UHNW client relationships.

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

Law degree

Tools

Microsoft Office Suite

Brentmark Estate Planning Tools

Job description

A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience in transfer taxation are required. The position offers a collaborative work culture and focuses on achieving client goals aligned with wealth management.