27 days old

Wealth Strategies Advisor

Austin, TX 78759
**Job Description:**

**Role Overview**

A Strategist in Wealth Planning Solutions (WPS) answers a client's estate and financial planning questions by performing a variety of analyses, creating specific recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client's goals. In addition, the Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with regional and market leadership to develop client-focused initiative.


Oversees the planning engagement from start to finish

Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients

Delegates effectively to Associate Strategists and Analysts

Gathers data, runs analyses and develops solutions based on analyses

Creates final version of client letter

Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication

Proactively helps the Regional Presidents and Market Executives meet their goals

Participates actively in developing new WPS capabilities, such as white papers and software tools

Keeps current with major developments in estate and financial planning

Mentors Associate Strategists and Analysts

**Required skills:**

- 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.

- Advanced understanding of the transfer tax system and core tax savings strategies such as annual gifts 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 WMC stochastic models. WealthMaster.

- Delegate effectively to Associate Strategists and Analysts.

- Occasionally work on WPS-wide issues


- Minimum eight years of planning-related work experience required

- JD, CPA, CFA or CFP required

- MST, MBA (or progress thereto) a plus

**Posting Date** : 04/19/2019

**Location** :

Austin, TX, 607 W 3rd St (TX9208),

- United States

**Travel** : Yes, 20% 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 http://careers.bankofamerica.com/us/applicants-with-disabilities .

**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 http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Banking / Finance
Posted: 2019-04-22 Expires: 2019-05-22

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.

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Wealth Strategies Advisor

Bank of America
Austin, TX 78759

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