Wealth Planner: Strategic Financial Planning & Client Guidance

Bank of America; Leawood (KS); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Financial Planner to partner with Financial Advisor teams, delivering comprehensive financial planning solutions across estates, investments, taxes, and philanthropy. You will gather data, analyze client information, and develop robust financial plans while fostering internal relationships and delivering an outstanding client experience.

A strong background in wealth management and CFP/CPWA designation is preferred.

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations
• SAFE ACT Registration; ADV-2B
• CFP® or CPWA® designation and/or maintain at least one firm approved designation
• Strong client experience and relationship management
• Wealth management product knowledge and services
• Strong communication skills

Responsibilities

• Leverage financial data to identify client solutions
• Schedule and attend client meetings to review plans
• Maintain client information in planning tools
• Collaborate with specialists to deliver solutions

Skills

Series 7 lic

CFP/CPWA

Client relationship

Financial planning

Communication skills

Regulatory registrations

Education

High School Diploma

Job description

Bank of America’s Merrill Wealth Management team seeks a Financial Planner to partner with Financial Advisor teams, delivering comprehensive financial planning solutions across estates, investments, taxes, and philanthropy. You will gather data, analyze client information, and develop robust financial plans while fostering internal relationships and delivering an outstanding client experience.

A strong background in wealth management and CFP/CPWA designation is preferred.