Wealth Strategy Architect

Bank of America; Chicago (IL); On-site; USD 180,000 - 255,000; Full time

Job summary

Bank of America in Chicago seeks a qualified wealth planning professional to lead engagement with Merrill advisors, analyze estate and financial information, and develop planning strategies. You will build expertise in estate, tax, investments, retirement planning, and philanthropy while collaborating with internal partners.

The role requires experience with high net worth clients, strong communication, and a proactive, team-oriented approach within an in-office environment in Chicago.

Qualifications

• 5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth clients).
• Proven track record of sales with high net worth clients.
• JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.

Responsibilities

• Leads the client wealth planning engagement process, including onboarding and trustee appointments for wealth services.
• Develops holistic, integrated planning strategies with client advisors.
• Expands client relationships and secures new assets for wealth management referrals.

Skills

Wealth planning

Client relationships

Sales experience

Presentation skills

Communication

Active listening

Collaboration

Problem solving

Education

JD

CPA

MBA

CF A / CFA

Job description

Bank of America in Chicago seeks a qualified wealth planning professional to lead engagement with Merrill advisors, analyze estate and financial information, and develop planning strategies. You will build expertise in estate, tax, investments, retirement planning, and philanthropy while collaborating with internal partners.

The role requires experience with high net worth clients, strong communication, and a proactive, team-oriented approach within an in-office environment in Chicago.