30 days old

Wealth Strategist - Phoenix

Phoenix, AZ 85067
Wealth Strategist - Phoenix



Phoenix, Arizona



**Job Description:**



**Job Description:**



Leveraging industry leading tools, resources and services, the Wealth Strategist works with a defined group of Advisors to lead clients through a comprehensive Wealth Impact Planning engagement designed to help clients protect, preserve and control their wealth. The Wealth Strategist addresses estate planning essentials, the role of trusts, lifetime giving, legacy planning, and philanthropic planning. Additionally the Wealth Strategist leads Advisors and clients through all aspects of implementation leveraging Bank of America trust solutions. The Wealth Strategist is focused on engaging with clients in the $5 million plus wealth segment and delivers Bank of America fiduciary products and services to meet or exceed assigned production and referral goals.



The role involves minimal travel with a tight focus on concentrated advisor segments and leverages virtual client engagements. The Wealth Strategist reports directly to a Division Performance Executive.



**Wealth Strategist Responsibilities:**



Raise awareness on the importance of Wealth Impact Planning in delivering a comprehensive Wealth Management experience leveraging Bank of America thought leadership, digital capabilities, planning tools and resources.



Proactively identify and continuously pursue Wealth Impact Planning opportunities through in-depth client and prospect business reviews with Advisors, focused on the $5 million plus wealth segment



Lead meetings and presentations with Advisors, clients, prospects, tax and legal advisors on Wealth Impact Planning techniques and how Bank of America Trust Services aids in successful implementation.



Support the creation of personalized solutions for clients and prospects specifically addressing all aspects of Wealth Impact Planning (Estate Planning Essentials, the Role of Trusts, Lifetime Giving, Legacy Planning, Personal Philanthropy and Fiduciary Solutions) leveraging Wealth Impact Planning tools and resources.



Facilitate the integrated and holistic delivery of Wealth Impact Planning strategies with a focus on how Bank of America Trust Services support implementation.



Leverage Wealth Impact Planning and Trust Services to aid in client acquisition and retention efforts.



Work in partnership with Advisors, clients, attorneys, accountants, and Bank of America fiduciary acceptance, administration and investment partners to deliver a seamless client implementation and onboarding experience.



**Wealth Strategist Skills Inventory:**



Knowledge of multiple aspects of Wealth Impact Planning and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.



Ability to translate and communicate complex concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners).



Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile.



Consultative influence skills with strong active listening and discovery abilities.



Professional presentation, communication, and relationship management skills and ability to influence decision making



Collaborative and able to work well in a team environment.



Self-starter with ability to work under pressure with minimal hands on direction.



**Wealth Strategist Qualifications**



5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).



Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.



JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.



Within Merrill Lynch Wealth Management and Merrill Private Wealth, the SIE, Series 7 & Series 66 is required; Series 63 & 65 accepted in lieu of 66. Unlicensed candidates are provided time to obtain licenses through our training program per compliance guidelines.



**Job Band:**



H4



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



**Job Description:**



Leveraging industry leading tools, resources and services, the Wealth Strategist works with a defined group of Advisors to lead clients through a comprehensive Wealth Impact Planning engagement designed to help clients protect, preserve and control their wealth. The Wealth Strategist addresses estate planning essentials, the role of trusts, lifetime giving, legacy planning, and philanthropic planning. Additionally the Wealth Strategist leads Advisors and clients through all aspects of implementation leveraging Bank of America trust solutions. The Wealth Strategist is focused on engaging with clients in the $5 million plus wealth segment and delivers Bank of America fiduciary products and services to meet or exceed assigned production and referral goals.



The role involves minimal travel with a tight focus on concentrated advisor segments and leverages virtual client engagements. The Wealth Strategist reports directly to a Division Performance Executive.



**Wealth Strategist Responsibilities:**



Raise awareness on the importance of Wealth Impact Planning in delivering a comprehensive Wealth Management experience leveraging Bank of America thought leadership, digital capabilities, planning tools and resources.



Proactively identify and continuously pursue Wealth Impact Planning opportunities through in-depth client and prospect business reviews with Advisors, focused on the $5 million plus wealth segment



Lead meetings and presentations with Advisors, clients, prospects, tax and legal advisors on Wealth Impact Planning techniques and how Bank of America Trust Services aids in successful implementation.



Support the creation of personalized solutions for clients and prospects specifically addressing all aspects of Wealth Impact Planning (Estate Planning Essentials, the Role of Trusts, Lifetime Giving, Legacy Planning, Personal Philanthropy and Fiduciary Solutions) leveraging Wealth Impact Planning tools and resources.



Facilitate the integrated and holistic delivery of Wealth Impact Planning strategies with a focus on how Bank of America Trust Services support implementation.



Leverage Wealth Impact Planning and Trust Services to aid in client acquisition and retention efforts.



Work in partnership with Advisors, clients, attorneys, accountants, and Bank of America fiduciary acceptance, administration and investment partners to deliver a seamless client implementation and onboarding experience.



**Wealth Strategist Skills Inventory:**



Knowledge of multiple aspects of Wealth Impact Planning and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.



Ability to translate and communicate complex concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners).



Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile.



Consultative influence skills with strong active listening and discovery abilities.



Professional presentation, communication, and relationship management skills and ability to influence decision making



Collaborative and able to work well in a team environment.



Self-starter with ability to work under pressure with minimal hands on direction.



**Wealth Strategist Qualifications**



5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).



Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.



JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.



Within Merrill Lynch Wealth Management and Merrill Private Wealth, the SIE, Series 7 & Series 66 is required; Series 63 & 65 accepted in lieu of 66. Unlicensed candidates are provided time to obtain licenses through our training program per compliance guidelines.



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-22037814



Band: H4



Manages People: No



Travel: Yes, 25% of the time



Manager:



Talent Acquisition Contact:



Teresa Perry



Referral Bonus:



0



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2022-04-22 Expires: 2022-06-04

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Wealth Strategist - Phoenix

Bank of America
Phoenix, AZ 85067

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