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Executive Financial Advisor

Charlotte, North Carolina

Job Description:

About Bank of America: 
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!

Business Overview
Executive Advisory Services (EAS) is a team of advisors providing integrated goals-based wealth planning services to select senior executive leaders at Bank of America. EAS partners with executives to identify, prioritize and meet wealth structuring, cash flow, philanthropic, retirement, and education funding goals. EAS coordinates with internal business partners to assist the executives navigate bank resources, benefits and compensation plans as well as navigating and complying with internal and external regulatory requirements.  EAS also offers executives income and gift tax preparation and planning services.  

EAS is a specialized function residing in Global Human Resources within the Compensation & Benefits team.

Position Overview:
Leveraging industry leading tools, resources, and services, the Executive Financial Advisor works with a defined group of senior executive leaders to deliver comprehensive and integrated goals-based wealth impact planning designed to help EAS clients protect, preserve, and control their wealth.

  • Addresses estate planning essentials, the role of trusts, lifetime gifting, legacy planning, philanthropic planning, education funding, retirement funding, and income tax planning.  

  • Assists senior executive leaders understand company compensation plans, benefits, and regulatory requirements associated with the client’s role in the company.  

  • Involves light travel and leverages virtual client engagements.  

Required Qualifications

  • 5 – 7 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high-net worth clients.)

  • Knowledge of multiple aspects of goals-based wealth impact planning and implementation including federal and state estate and gift taxes, sophisticated retirement planning, education funding, charitable giving, cash flow modeling, property law, planning for incapacity, and income taxes.

  • Exceptional professional maturity and ability to work in a highly confidential environment.

  • Experience working directly with/consulting a senior level executive / client.

  • Ability to translate and communicate complex concepts and strategies to clients.

  • Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile.

  • Consultative influence skills with strong active listening and discovery abilities.

  • Professional presentation, communication and relationship management skills and ability to influence decision making.

  • Collaborative and able to work well in a team environment.

  • Self-starter with ability to work under pressure with minimal hands-on direction.

Desired Skills

  • JD, CPA, MBA, CTFA, or CFP preferred


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time

Street Address

Primary Location:
100 N TRYON ST, NC, Charlotte, 28255