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About the Role

This role serves as a specialized resource for Advisor teams, addressing the trust, estate/wealth transfer, and financial planning needs of high- and ultra-high net worth clients. The position involves building relationships, performing technical analyses, and developing planning strategies with a focus on the bank's implementation capabilities.

Responsibilities

• Leads the wealth planning engagement process with clients from start to finish.
• Collaborates with Wealth Strategy Specialists and/or Analysts to gather information, conduct analyses, and develop planning solutions.
• Develops holistic, integrated planning strategies, emphasizing Bank of America's implementation role alongside client advisors.
• Expands existing client relationships and supports Advisors in new business opportunities with high- or ultra-high net worth clients and prospects.
• Demonstrates advanced technical knowledge in trust and estate planning, income and wealth transfer tax planning, investments, retirement planning, cash flow modeling, sale of business entities, and philanthropic planning.
• Stays current with trust, estate/wealth transfer, and financial planning developments, including tax legislation impacts.
• Builds a network with local centers of influence to generate client referrals for the bank's services.

Requirements

• Ability to gain client trust by listening to goals and developing effective strategies.
• Advanced understanding of income taxation, stock options, insurance, investments, cash flow modeling, business entities, and business transitions.
• Advanced understanding of the transfer tax system and core tax savings strategies (e.g., irrevocable trusts, SIDGTs, GST trusts).
• Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
• Proficiency in Word, Excel, and PowerPoint.
• Experience with Wealth Strategy stochastic models and planning software like WealthMaster.

Skills

• Critical Thinking
• Oral Communications
• Presentation Skills
• Wealth Planning
• Written Communications
• Active Listening
• Business Development
• Collaboration
• Customer and Client Focus
• Networking
• Issue Management
• Prioritization

Location

• Onsite

Work Type

• Full-time

Experience Level

• Minimum 7 years of planning-related work experience desired

Education Level

• High School Diploma / GED / Secondary School or equivalent
• JD, CPA, or CFP desired
• LLM, MST, MBA (or in progress) a plus

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.

About the Company

• At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
• Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
• We are devoted to being a diverse and inclusive workplace for everyone.
• We hire individuals with a broad range of backgrounds and experiences.
• Bank of America believes in the importance of working together and offering flexibility.
• We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
• Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
• Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve.
• Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.
• Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.
• Our Values Learn about our four values that represent what we believe.

Equal Opportunity

• We’re devoted to being a diverse and inclusive workplace for everyone.
• We hire individuals with a broad range of backgrounds and experiences.