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Job Description:
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!
Job Description:
The Wealth Planner works closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. He/she is focused on understanding clients needs and goals proactively identifying strategic planning and investment opportunities to better meet clients financial objectives. Drives the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. Fosters relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. The successful candidate will have knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management. Requires a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.
Skills:
Required Qualifications:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role