Wealth Planning Specialist — Client Growth & Strategy

Bank of America; San Jose (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a seasoned professional to support Financial Advisor teams in delivering comprehensive financial planning solutions. You will identify strategic investment opportunities, gather and analyze data to craft robust financial plans, and build trusted relationships across the bank to meet client needs.

The role requires deep knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Maintain at least one firm approved designation
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Possess and demonstrate strong communication skills
• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
• Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Responsibilities

• Leverages extensive financial data to identify possible solutions to meet client needs and goals
• Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
• Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
• Engages with specialists and partners to address client needs and deliver solutions

Skills

Business Development

Client Investments Management

Portfolio Analysis

Portfolio Management

Wealth Planning

Causation Analysis

Client Management

Data Visualization

Risk Modeling

Trading and Investment Analysis

Investment Management

Referral Identification

Preferred CRPC designation

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management team seeks a seasoned professional to support Financial Advisor teams in delivering comprehensive financial planning solutions. You will identify strategic investment opportunities, gather and analyze data to craft robust financial plans, and build trusted relationships across the bank to meet client needs.

The role requires deep knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment