Wealth Strategies Advisor

Bank of America Merrill Lynch

Los Angeles, CA, US
Base: $180,000.00 - $254,800.00 annualized; bonus:...
Fully remote
5 years wealth planning experience
High net worth client sales track record
Estate and gift tax knowledge
This role supports Merrill advisors in addressing client objectives regarding planning, personal philanthropy, and wealth transfer

Job Summary

  • This role supports Merrill advisors in addressing client objectives regarding planning, personal philanthropy, and wealth transfer.
  • The position requires developing holistic, integrated planning strategies implemented in concert with clients' advisors.
  • Employees are eligible for an annual discretionary award based on individual performance and company success.

Matching Summary

This role supports Merrill advisors in addressing client objectives regarding planning, personal philanthropy, and wealth transfer.

Salary

Base: $180,000.00 - $254,800.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 5 years wealth planning experience
  • High net worth client sales track record
  • Estate and gift tax knowledge

Nice-to-have

  • JD, CPA, MBA, CFA, or CFP preferred
  • Proactive problem solving approach
  • Strong consultative influence skills

Key Requirements

  • 5 years of wealth planning related work experience
  • Proven track record of successful sales with UHNW clients
  • JD, CPA, MBA, CFA, CIMA, CTFA, or CFP preferred

Work Rights

Not specified

Tailored Resume

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