Wealth Strategist

Bank of America

San Francisco, CA, US
Base: $206,500.00 - $300,000.00 annualized; bonus:...
Onsite
Law degree required
7 years private law firm practice
Transfer taxation and trusts experience
The role partners with Merrill Advisors to develop wealth transfer strategies for ultra-high net worth individuals and families

Job Summary

  • The role partners with Merrill Advisors to develop wealth transfer strategies for ultra-high net worth individuals and families.
  • Candidates must possess a law degree and have at least seven years of experience in transfer taxation or trusts and estates.
  • This position offers an annual discretionary incentive plan and industry-leading benefits including paid time off.

Matching Summary

The role partners with Merrill Advisors to develop wealth transfer strategies for ultra-high net worth individuals and families.

Salary

Base: $206,500.00 - $300,000.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Law degree required
  • 7 years private law firm practice
  • Transfer taxation and trusts experience
  • Series 7 & 66 license or ability to obtain
  • Brentmark Estate Planning Tools proficiency

Nice-to-have

  • Whitepaper authoring capabilities
  • Strong tax research and writing skills
  • Client retention focus
  • Collaborative advisory team environment
  • Diversity and inclusion mindset

Key Requirements

  • Juris Doctor (JD) degree
  • Minimum 7 years legal practice in estate planning
  • Series 7 and 66 securities licenses
  • Proficiency with Brentmark Estate Planning Tools
  • US work authorization eligibility

Work Rights

Not specified

Tailored Resume

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