Wealth Strategies Advisor

Bank of America

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
Trust and estate planning expertise
This role supports Merrill advisors in addressing client objectives regarding planning, personal philanthropy, and wealth transfer tax minimization

Job Summary

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

Matching Summary

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

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
  • Trust and estate planning expertise
  • Tax minimization strategy development
  • Holistic integrated planning strategies

Nice-to-have

  • Proactive creative problem solving
  • Strong active listening skills
  • Collaborative team environment fit
  • Self-starter with minimal direction
  • Advanced technical knowledge breadth

Key Requirements

  • 5 years of wealth planning related work experience
  • JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred
  • Proven track record with ultra-high net worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter