Wealth Strategies Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Key responsibilities Leads the wealth planning engagement process with clients from start to finish Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and develop planning solutions based on these analyses 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 Builds a network with local centers of influence to create a business referral network of clients who would benefit from the bank's services Up to 10% Travel Expected Key Qualifications Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals. Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions. Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts. Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs). Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace. Word, Excel, and PowerPoint. Various Wealth Strategy stochastic models and planning software such as WealthMaster. Desired Qualifications Minimum 7 years of planning-related work experience desired JD, CPA, or CFP desired LLM, MST, MBA (or in progress) a plus Skills Critical Thinking Oral Communications Presentation Skills Wealth Planning Written Communications Active Listening Business Development Collaboration Customer and Client Focus Networking Issue Management Prioritization Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift & Working Hours Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency Details US - CO - Denver - 370 17TH ST - REPUBLIC PLAZA (CO1004), US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and Benefits Pay range $177,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Privacy Statement Pay Transparency #J-18808-Ljbffr Bank of America