Wealth Planner

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: Wealth Planners work closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. They are focused on understanding clients’ needs and goals proactively identifying strategic planning and investment opportunities to better meet client’s financial objectives. They drive the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. They foster relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment Management. They also have a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise Role Responsibilities • Gather extensive financial information to drive plan creation • Enter client information into planning tool • Schedule and prepare materials for client meetings • Attend client meetings to review plan, capture changes and agree on next steps • Leverage financial data to identify possible solutions to meet client needs and goals • Engage specialists and partners to address client needs and deliver solutions • Monitor and update client information and plan changes on a consistent basis Role Requirements • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”) • CFP or CPWA designation preferred or obtain and/or maintain at least one firm approved designation • Understanding of how to deliver a strong overall client experience • Thorough knowledge and understanding of the suite of Wealth Management products and services • Possess and demonstrate strong communication skills • Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk • Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way • Minimum of 5 years’ experience performing specialist level responsibilities or equivalent industry experience Shift: 1st shift (United States of America)

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 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: Wealth Planners work closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. They are focused on understanding clients’ needs and goals proactively identifying strategic planning and investment opportunities to better meet client’s financial objectives. They drive the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. They foster relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment Management. They also have a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise Role Responsibilities • Gather extensive financial information to drive plan creation • Enter client information into planning tool • Schedule and prepare materials for client meetings • Attend client meetings to review plan, capture changes and agree on next steps • Leverage financial data to identify possible solutions to meet client needs and goals • Engage specialists and partners to address client needs and deliver solutions • Monitor and update client information and plan changes on a consistent basis Role Requirements • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support • SAFE ACT Registration • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”) • CFP or CPWA designation preferred or obtain and/or maintain at least one firm approved designation • Understanding of how to deliver a strong overall client experience • Thorough knowledge and understanding of the suite of Wealth Management products and services • Possess and demonstrate strong communication skills • Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk • Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way • Minimum of 5 years’ experience performing specialist level responsibilities or equivalent industry experience Shift: 1st shift (United States of America)

Hours Per Week: 40 About Us

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. •

Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

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