Wealth Strategist

We are seeking a highly skilled Wealth Strategist to join our team at Bank of America. As a key member of our Wealth Management team, you will play a critical role in providing comprehensive financial planning and investment advice to our clients.

• Gather extensive financial information to drive plan creation and identify strategic planning and investment opportunities to meet clients' financial objectives.
• Enter client information into planning tools and schedule and prepare materials for client meetings.
• Attend client meetings to review plans, 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.

• 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.

This role is based in the United States and requires a strong understanding of the U.S. financial services industry. Bank of America is an equal opportunity employer and welcomes applications from diverse candidates.