Service Has itsPrivileges

Associate Wealth Strategist

Bank of America

Denver, CO
Job Code:
  • Save Ad
  • Email Friend
  • Print
  • Research Salary
Careercast Networks
  • Veteran
  • Diversity
  • Disability

Job Details

Company Bank of America

Job Title Associate Wealth Strategist

Jobid bankofamerica-16059861DenverCO

Location: Denver, CO, 80238, USA

Description **Job Description:**

The Associate Wealth Strategist is a highly visible position that is responsible for working closely with Wealth Strategists, Private Wealth Advisors (PWAs), Financial Advisors (FAs) and management in the assigned markets. The primary responsibilities of this role are to help develop wealth transfer strategies for the UHNW clients ($25mm+) of PWAs and FAs, enhancing client relationships with the firm and resulting in a) acquisition of new clients, b) expansion of existing wallet share, and c) retention of clients. The successful candidate will have an in-depth knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management. This includes a comprehensive understanding of Merrill Lynchs suite of solutions, platforms, and initiatives.

Support Wealth Strategists

Assist wealth strategists in client engagements, thought leadership, and speaking events

Client Meetings & Events

Co-lead with Advisors and other Wealth Strategists at client meetings on a broad range of wealth transfer strategies and estate planning topics.

Communicate with outside advisors such as estate planning attorneys, accountants, and family offices.

Present on the topic of wealth transfer and estate planning at national, regional, and team events.

In conjunction with other Wealth Strategists, develop recommendations and assist the Advisors to implement customized planning strategies for clients.

Advisor Team Preparation

Educate Advisors on wealth transfer strategies and estate planning topics.

Participate in financial advisor segmentation testing.

Stay current on technical developments.

Thought Leadership

In conjunction with other Wealth Strategists, author whitepapers, articles, and other material on topics impacting the UHNW client segment.

Serve as a technical resource on the topics of wealth transfer and estate planning.

Centers of Influence Relationship Building

Collaborate and partner with other areas of the firm including the Center for Family Wealth Dynamics TM , trust and insurance specialists, lending, structured desk, etc.

Enterprise Role Overview:

Manages diverse administrative functions usually for a very large, complex department or business unit. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. May consult with senior management to define and manage projects that encompass and impact many associates. Requires a thorough knowledge of the department or business unit's functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May have full management responsibility over a team or may manage one level of managers.


+ Law degree or CPA license

+ Advanced degree or certification (e.g. LL.M, MST, PFS, CPWA) strongly preferred

+ Series 7, 63/65 or 66 required (or ability to obtain within 120 days)Work Experience:

+ Minimum of 5 years of private practice or planning experience for UHNW families and individuals

+ Previous experience in the financial services industry

+ In-depth experience with computer programs (e.g. Excel, Estate Planning Tools, BNA Estate & Gift Tax Planner, WealthTec)Other:

+ Solid tax and legal research skills.

+ Excellent communication and presentation skills

+ Travel - 15%

**Posting Date** : 12/21/2016

**Location** : US-CO-Denver

**Travel** : Yes, 5% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

  • © Adicio Inc.