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
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 and expanding client relationships to acquire new assets.
  • 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
  • Trust and retirement planning expertise
  • Advanced technical financial analysis

Nice-to-have

  • JD, CPA, MBA, CFA, or CFP preferred
  • Proactive creative problem solving
  • Strong consultative influence skills
  • Ability to work under minimal direction
  • Collaborative team environment fit

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
  • Knowledge of property law and fiduciary duties

Work Rights

Not specified

Tailored Resume

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