Wealth Planner (fp)

Bank of America (GHR)

San Jose, CA, US
Base: $52,000.00 - $96,000.00 annualized; bonus/eq...
Onsite
Series 7, 63/65 or 66 license required
Safe act registration mandatory
Knowledge of estate and gift taxes
This role supports Financial Advisor teams by providing comprehensive financial planning solutions including retirement and legacy planning

Job Summary

  • This role supports Financial Advisor teams by providing comprehensive financial planning solutions including retirement and legacy planning.
  • Employees must possess a CFP or CPWA designation and maintain all state registrations held by the supported advisor team.
  • The position offers an annualized salary range of $52,000 to $96,000 with formulaic incentive eligibility and industry-leading benefits.

Matching Summary

This role supports Financial Advisor teams by providing comprehensive financial planning solutions including retirement and legacy planning.

Salary

Base: $52,000.00 - $96,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66 license required
  • SAFE Act registration mandatory
  • Knowledge of estate and gift taxes
  • Experience with trust structures and insurance
  • Income tax planning expertise required

Nice-to-have

  • CRPC designation preferred
  • Strong relationship management skills
  • Data visualization capabilities
  • Risk modeling proficiency
  • Cultural diversity appreciation

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration
  • CFP or CPWA designation
  • High School Diploma or equivalent
  • In-office attendance required

Work Rights

Not specified

Tailored Resume

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