Wealth Strategies Advisor

About this role

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth

This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact

Join us! Job Description: This job is responsible for supporting Merrill advisors who are interested in addressing their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building relationships with advisors, centers of influence, and internal partners, analyzing estate and financial information, and developing planning strategies. Job expectations include building expertise on financial and estate planning topics such as investments, retirement planning, educational planning, estate, gift, and tax planning, and risk management

Responsibilities: Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency services Develops holistic, integrated planning strategies implemented in concert with the clients’ advisors, where appropriate Expands existing client relationships and acquires new assets to achieve assigned goals for Merrill Ly

Apply for this role on Bank of America’s official careers site.