Private Wealth Planner

Bank of America (GHR)

Chicago, IL, US
Base: $60,000.00 - $96,000.00 annualized; bonus: f...
Series 7 and 66 licenses or series 7, 63, and 65
Safe act registration for mortgage loans
Knowledge of estate and gift taxes
The Wealth Planner works closely with Financial Advisors to provide comprehensive financial planning through strategic advice

Job Summary

  • The Wealth Planner works closely with Financial Advisors to provide comprehensive financial planning through strategic advice.
  • This role requires a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise.
  • Employees are eligible for incentives based on performance against defined metrics and receive industry-leading benefits.

Matching Summary

The Wealth Planner works closely with Financial Advisors to provide comprehensive financial planning through strategic advice.

Salary

Base: $60,000.00 - $96,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7 and 66 licenses or Series 7, 63, and 65
  • SAFE Act registration for mortgage loans
  • Knowledge of estate and gift taxes

Nice-to-have

  • CFP or CPWA designation preferred
  • Strong relationship management skills
  • Ability to deliver strong client experience

Key Requirements

  • High School Diploma / GED required
  • Must obtain all state registrations held by supported advisors
  • Maintain Form ADV-2B per SEC requirements

Work Rights

Not specified

Tailored Resume

Cover Letter