Upvote
Downvote
Wealth Strategies Advisor
Share Job
- Suggest Revision
Full-time
- This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs.
- Develops holistic, integrated planning strategies for clients with a focus on how Bank of America can help implement those strategies in concert with the clients' advisors where appropriate
- Expands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in wealth planning
- Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning
- Stays up-to-date with major developments in trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients
Active Job
Updated TodaySimilar Job
Relevance
Active