Senior Wealth Planner

Bank of America

Schaumburg, IL, USA
Base: $52,000.00 - $96,000.00 annualized; bonus/eq...
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Financial planning solutions
Investment insights
Client data analysis
** Bank of America is seeking a Senior Wealth Planner in Schaumburg, IL, to provide comprehensive financial planning solutions alongside Financial Advisor teams. Ideal candidates will possess strong communication skills and relevant financial certifications, with a focus on client relationship management and business development. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions, identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data.
  • Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 75

** Bank of America is seeking a Senior Wealth Planner in Schaumburg, IL, to provide comprehensive financial planning solutions alongside Financial Advisor teams. Ideal candidates will possess strong communication skills and relevant financial certifications, with a focus on client relationship management and business development. **

Salary

Base: $52,000.00 - $96,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning solutions
  • Investment insights
  • Client data analysis
  • Business development activities

Nice-to-have

  • Goals-based wealth management
  • Transparency and trust
  • Diversity and inclusion

Key Requirements

  • Series 7, 63/65 or 66 or equivalent
  • SAFE ACT Registration
  • CFP® or CPWA® designation
  • Minimum of five years of experience

Work Rights

Not specified

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