Wealth Strategy Analyst

Found in: beBee S US - 1 week ago

Princeton, United States Bank of America Full time
Job Description:

Wealth Strategies Analyst (WSA) -
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
  • Job Description/Responsibilities:
    • Gather financial data from a variety of sources (clients, their advisors, and internal partners).
    • Review, analyze, summarize, and flowchart estate planning instruments.
    • Prepare and analyze balance sheets, financial projections, and transfer tax illustrations.
    • Research basic issues related to estate and financial planning including effectiveness of estate tax savings strategies, charitable planning, retirement planning, and investment issues.
    • Participate in internal and external client meetings where appropriate.
    • Administrative duties as needed.


  • Requirements:
    • Client Skills:
      • Interact with internal and external clients to gather necessary data.
      • Help set appropriate client expectations regarding scope and timing of deliverables.
    • Financial Planning Skills:
      • Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments, retirement planning, and cash flow modeling.
    • Estate Planning Skills:
      • Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts.
      • Familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs).
    • Software Skills:
      • Word, Excel, and PowerPoint.
      • Various analytical and stochastic models.
    • Qualifications:
      • CFP® or enrollment in a CFP program strongly encouraged.
      • JD, CPA, CFA, MST, CTFA, MBA (or progress thereto), or equivalent work experience a plus.
      • Highly organized with a strong attention to detail.
      • Strong analytical skills.
      • Strong written and oral communication.


Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Wealth Strategies Analyst

    Found in: beBee jobs US - 6 days ago

    Princeton, New Jersey, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for...

  • Wealth Strategies Analyst

    Found in: beBee S US - 1 week ago

    Princeton, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for...

  • Senior Financial Analyst

    2 weeks ago

    Princeton, United States Blue Star Partners LLC Full time

    Job DescriptionJob DescriptionJob Title: Senior Financial AnalystLocation: Princeton, NJ – Local candidates only, required to be onsitePeriod: 03/11/2024 to 03/10/2025Hours/Week: 40 hours Rate: $50/hour (Hours over 40 will be paid at Time and a Half)Contract Type: W-2 with or without 401k matchScope of Services:The Senior Financial Analyst plays a pivotal...

  • Senior Financial Analyst

    15 hours ago

    Princeton, United States Blue Star Partners LLC Full time

    Job DescriptionJob DescriptionJob Title: Senior Financial AnalystLocation: Princeton, NJ – Local candidates only, required to be onsitePeriod: 03/11/2024 to 03/10/2025Hours/Week: 40 hours Rate: $50/hour (Hours over 40 will be paid at Time and a Half)Contract Type: W-2 with or without 401k matchScope of Services:The Senior Financial Analyst plays a pivotal...

  • Fragrance Analyst

    6 days ago

    Princeton, United States dsm-firmenich Full time

    Fragrance Analyst Princeton, NJ, US On-site P14 We are dsm-firmenich innovators in nutrition, health, and beauty. We bring progress to life by combining the essential, the desirable, and the sustainable. From our master perfumers and flavorists to our expert nutritionists and scientists, our trailblazing teams work closely with customers, supporting their...

  • Fragrance Analyst

    1 week ago

    Princeton, United States dsm-firmenich Full time

    Fragrance Analyst Princeton, NJ, US On-site P14 We are dsm-firmenich innovators in nutrition, health, and beauty. We bring progress to life by combining the essential, the desirable, and the sustainable. From our master perfumers and flavorists to our expert nutritionists and scientists, our trailblazing teams work closely with customers, supporting their...

  • Fragrance Analyst

    Found in: Appcast US C2 - 1 week ago

    Princeton, United States dsm-firmenich Full time

    Fragrance AnalystPrinceton, NJ, USOn-siteP14 We are dsm-firmenich – innovators in nutrition, health, and beauty. We bring progress to life by combining the essential, the desirable, and the sustainable. From our master perfumers and flavorists to our expert nutritionists and scientists, our trailblazing teams work closely with customers, supporting their...

  • Fragrance Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Princeton, United States dsm-firmenich Full time

    Fragrance AnalystPrinceton, NJ, USOn-siteP14 We are dsm-firmenich – innovators in nutrition, health, and beauty. We bring progress to life by combining the essential, the desirable, and the sustainable. From our master perfumers and flavorists to our expert nutritionists and scientists, our trailblazing teams work closely with customers, supporting their...

  • Lead HRis Analyst

    1 week ago

    Princeton, United States Princeton University Full time

    Overview: The Senior Business Analyst supports the service delivery of Human Resources Systems, including the current PeopleSoft HCM system and will participate and lead portions of the ERP readiness project and eventual ERP cloud migration project. This role supports and works with other HR systems, and produces reports and data analytics using IBM Cognos...

  • Data Analyst

    Found in: beBee jobs US - 2 weeks ago

    Princeton, New Jersey, United States BECK OIL COMPANY OF ILLI NOIS Full time

    Welcome to the Data Analyst role at Beck's The primary purpose of this role is to extract meaningful insights from data, identify trends, and provide valuable information that can guide strategic business decisions. Main responsibilities include collecting, processing, and analyzing business data. ***Must be within commuting distance to Princeton, IL. This...

  • Senior Analyst, FP&A

    3 weeks ago

    Princeton, United States Sintetica US Full time

    Job DescriptionJob DescriptionSenior Analyst, FP&A – Sintetica USSintetica US, Princeton, New Jersey, On-site (Hybrid)Full-time 201-500 employees · Pharmaceutical Manufacturing About the jobFounded in 1921 and headquartered in Mendrisio (Switzerland), Sintetica's mission is to continuously strive to improve therapies by enhancing its products'...

  • Senior Financial Analyst

    1 week ago

    Princeton, United States Sintetica US Full time

    Job DescriptionJob DescriptionSenior Financial Analyst – Sintetica USSintetica US, Princeton, New Jersey, On-site (Hybrid)Full-time 201-500 employees · Pharmaceutical Manufacturing About the jobFounded in 1921 and headquartered in Mendrisio (Switzerland), Sintetica's mission is to continuously strive to improve therapies by enhancing its...

  • Senior Analyst, FP&A

    16 hours ago

    Princeton, United States Sintetica US Full time

    Job DescriptionJob DescriptionSenior Analyst, FP&A – Sintetica USSintetica US, Princeton, New Jersey, On-site (Hybrid)Full-time 201-500 employees · Pharmaceutical Manufacturing About the jobFounded in 1921 and headquartered in Mendrisio (Switzerland), Sintetica's mission is to continuously strive to improve therapies by enhancing its products'...

  • Senior Financial Analyst

    16 hours ago

    Princeton, United States Sintetica US Full time

    Job DescriptionJob DescriptionSenior Financial Analyst – Sintetica USSintetica US, Princeton, New Jersey, On-site (Hybrid)Full-time 201-500 employees · Pharmaceutical Manufacturing About the jobFounded in 1921 and headquartered in Mendrisio (Switzerland), Sintetica's mission is to continuously strive to improve therapies by enhancing its...

  • Fragrance Analyst-Princeton, NJ.

    Found in: beBee S US - 1 week ago

    Princeton, NJ., United States Firmenich Full time

    Fragrance Analyst Princeton, NJ, US On-site P14   We are dsm-firmenich – innovators in nutrition, health, and beauty. We bring progress to life by combining the essential, the desirable, and the sustainable. From our master perfumers and flavorists to our expert nutritionists and scientists, our trailblazing teams work closely with...

  • Credit and Collection Analyst

    1 week ago

    Princeton, United States CareerBuilder Full time

    About Us Welcome to ANI Pharmaceuticals, where we are dedicated to improving and enhancing patients' lives through the manufacturing and distribution of high-quality pharmaceutical products. With a diverse portfolio of generic and branded pharmaceuticals, ANI is a trusted partner for healthcare providers, pharmacists, and patients alike. We understand the...

  • Credit and Collection Analyst

    4 days ago

    Princeton, United States ANI Pharmaceuticals, Inc. Full time

    Job DescriptionJob DescriptionAbout UsWelcome to ANI Pharmaceuticals, where we are dedicated to improving and enhancing patients' lives through the manufacturing and distribution of high-quality pharmaceutical products. With a diverse portfolio of generic and branded pharmaceuticals, ANI is a trusted partner for healthcare providers, pharmacists, and...

  • Senior QA Engineer

    22 hours ago

    Princeton, United States Scadea Solutions Full time

    (Scadea Software Solutions Inc has multiple openings in Princeton, NJ) Senior QA Engineer: Plan, coordinate, and manage overall testing approach and strategy for complex projects. Establish formal QA process and procedures for the team. Setup the environments for QAs and coordinate testing. Provide technical support and conduct testing for efficiency during...

  • Lead HRIS Analyst

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Princeton, NJ, United States Princeton University Full time

    OverviewThe Senior Business Analyst supports the service delivery of Human Resources Systems, including the current PeopleSoft HCM system and will participate and lead portions of the ERP readiness project and eventual ERP cloud migration project. This role supports and works with other HR systems, and produces reports and data analytics using IBM Cognos...

  • Senior Finance Analyst

    Found in: beBee jobs US - 1 week ago

    Princeton, New Jersey, United States UL Solutions Full time

    JOB DESCRIPTIONCoordinates execution and completion of broader financial processes including monthly reporting, annual and long-range planning, routine forecasting, operating expense oversight, process improvement projects and compliance with Corporate Accounting and Internal Controls.Partner with management to define and analyze key success metrics; assist...