Senior Wealth Planner

Bank of America (GHR)

Schaumburg, IL, United States
Base: $52,000.00 - $96,000.00 annualized; bonus: f...
Comprehensive financial planning solutions
Series 7, 63/65 or 66 registration
Client meeting preparation and attendance
This role is responsible for working with Financial Advisor teams to provide comprehensive financial planning solutions including identifying strategic investment opportunities

Job Summary

  • This role is responsible for working with Financial Advisor teams to provide comprehensive financial planning solutions including identifying strategic investment opportunities.
  • The position requires a CFP or CPWA designation and the ability to coach Wealth Planners on maintaining client information in planning tools.
  • Employees are eligible for formulaic incentives based on performance metrics and receive industry-leading benefits including paid time off.

Matching Summary

This role is responsible for working with Financial Advisor teams to provide comprehensive financial planning solutions including identifying strategic investment opportunities.

Salary

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

Skills & Requirements

Must-have

  • Comprehensive financial planning solutions
  • Series 7, 63/65 or 66 registration
  • Client meeting preparation and attendance
  • Business development with Financial Advisors
  • Estate and Gift Tax knowledge

Nice-to-have

  • Strong communication skills
  • Collaboration without direct authority
  • Deep understanding of investment concepts
  • Robust client relationship building
  • Culture driven work environment

Key Requirements

  • Minimum five years specialist level experience
  • Series 7, 63/65 or 66 license
  • CFP or CPWA designation required
  • SAFE Act Registration required
  • ADV-2B registration required

Work Rights

Not specified

Tailored Resume

Cover Letter