Talent.com
Wealth Strategies Advisor

Wealth Strategies Advisor

Bank of AmericaSan Jose
17 days ago
Job type
  • Full-time
Job description

Description

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. Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate.

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 :

    1st shift (United States of America)

    Hours Per Week :

    Pay Transparency details

    US - CA - Palo Alto - 3075B HANSEN WAY (CA5814), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813)Pay and benefits informationPay range$177,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.

    Create a job alert for this search

    Wealth Advisor • San Jose

    Related jobs
    • Promoted
    • New!
    Wealth Planning Associate

    Wealth Planning Associate

    RBC Capital Markets, LLCSan Jose, CA, United States
    Full-time
    Job Summary Job Description What is the opportunity? As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program.This is a structured ...Show moreLast updated: 6 hours ago
    Wealth Planning Associate

    Wealth Planning Associate

    Royal Bank of Canada>San Jose, United States of America
    Full-time
    As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a structured 24-month development program designed to provide the ...Show moreLast updated: 30+ days ago
    Private Wealth Planner

    Private Wealth Planner

    Kilter GroupUS
    Remote
    Full-time
    Quick Apply
    Kilter Group is an innovative and growing financial services firm at the forefront of the industry.We provide comprehensive personal and business solutions along with financial, tax, fiduciary and ...Show moreLast updated: 30+ days ago
    Wealth Management - Institutional Wealth Director

    Wealth Management - Institutional Wealth Director

    CICCSingapore, Michigan, Singapore
    Full-time
    Wealth Management - Institutional Wealth Director.This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates....Show moreLast updated: 30+ days ago
    Sr. Director, EDI Strategies

    Sr. Director, EDI Strategies

    American Institute of ArchitectsWashington, US
    Full-time
    Demonstrated knowledge of architectural career and workforce processes, policies, and regulations in the United States, especially as outlined by AIA’s policies and positions guide.Considerable kno...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager, State & Local Tax (Location Strategies & Structuring)

    Tax Manager, State & Local Tax (Location Strategies & Structuring)

    DaVitaSan Jose, CA, United States
    Full-time
    Your Journey at Crowe Starts Here : At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show moreLast updated: 7 days ago
    J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA

    J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA

    JPMorgan Chase Bank, N.A.San Jose, CA, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 2 days ago
    Wealth Management Advisor (Banker)

    Wealth Management Advisor (Banker)

    Credicorp CapitalUS
    Full-time
    Verdana"> At C redicorp Capital Mi...Show moreLast updated: 30+ days ago
    Wealth Advisor Manager Chicago, IL ID67799

    Wealth Advisor Manager Chicago, IL ID67799

    Adams, Inc.IL, US
    Full-time
    Job Leads are potential openings we are willing to investigate for you.By completing this form, you are indicating to us that you are interested in exploring this opportunity in greater depth : Weal...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA

    J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA

    JPMorgan Chase & Co.San Jose, CA, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 27 days ago
    Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group - (240000HA)

    Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group - (240000HA)

    DBS Bank AustraliaSingapore, Michigan, Singapore
    Full-time
    Job Description - Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group (240000HA).You have our customers’ best interests at heart. It is you they look to for counsel when...Show moreLast updated: 30+ days ago
    • Promoted
    Block Advisor Tax Advisor

    Block Advisor Tax Advisor

    H&R BlockSan Jose, CA, United States
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Wealth Planning Associate

    Wealth Planning Associate

    Royal Bank of CanadaSan Jose, CA, United States
    Full-time +1
    Wealth Planning Associate Royal Bank of Canada San Jose, United States Wealth Planning Associate Royal Bank of Canada San Jose, United States Apply now Posted 2 months ago Permanent Competitive Wea...Show moreLast updated: 2 hours ago
    Research Director, Enterprise Software Sourcing Strategies

    Research Director, Enterprise Software Sourcing Strategies

    IDGRemote, US
    Remote
    Full-time
    Research Director, Enterprise Software Sourcing Strategies.We’re building a team of analysts as a part of an exciting new venture at IDC. This position will focus on developing research content and ...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Wealth Planner - Campbell, CA

    Vice President, Wealth Planner - Campbell, CA

    Fidelity InvestmentsCampbell, CA, US
    Full-time
    Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly n...Show moreLast updated: 30+ days ago
    Wealth Planning Associate

    Wealth Planning Associate

    0000050176 RBC Capital Markets, LLCSan Jose, California, US
    Full-time
    As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a structured 24-month development program designed to provide the ...Show moreLast updated: 17 days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

    J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

    JPMorgan ChaseSaratoga, CA, US
    Full-time
    Private Client Advisor In Chase Wealth Management.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary c...Show moreLast updated: 4 days ago
    Senior Wealth Advisor / Manager

    Senior Wealth Advisor / Manager

    Impact Solutions, Inc, US
    Full-time
    PLEASE NOTE : All interviews and applications are kept confidential.We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Register...Show moreLast updated: 30+ days ago