3 hours

Associate Wealth Strategist Advisor Chicago, IL

Bank of America
Chicago, IL
  • Job Code
Company Bank of America

Job Title Associate Wealth Strategist Advisor Chicago, IL

Jobid bankofamerica-17062981ChicagoIL

Location: Chicago, IL, 60664, USA

Description **Job Description:**

The Associate Wealth Strategist is a highly visible position that is responsible for working closely with Wealth Strategists, Private Wealth Advisors (PWAs), Financial Advisors (FAs) and management in the assigned markets. The primary responsibilities of this role are to help develop wealth transfer strategies for the UHNW clients ($25mm+) of PWAs and FAs, enhancing client relationships with the firm and resulting in a) acquisition of new clients, b) expansion of existing wallet share, and c) retention of clients. The successful candidate will have familiarity of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management. This includes a comprehensive understanding of Merrill Lynch’s suite of solutions, platforms, and initiatives.


**Support Wealth Strategists**

+ Assist wealth strategists in client engagements, thought leadership, and speaking events

**Client Meetings & Events**

+ Co-lead with Advisors and other Wealth Strategists at client meetings on a broad range of wealth transfer strategies and estate planning topics.

+ Communicate with outside advisors such as estate planning attorneys, accountants, and family offices.

+ Present on the topic of wealth transfer and estate planning at national, regional, and team events.

+ In conjunction with other Wealth Strategists, develop recommendations and assist the Advisors to implement customized planning strategies for clients.

**Advisor Team Preparation**

+ Educate Advisors on wealth transfer strategies and estate planning topics.

+ Participate in financial advisor segmentation testing.

+ Stay current on technical developments.

**Thought Leadership**

+ In conjunction with other Wealth Strategists, author whitepapers, articles, and other material on topics impacting the UHNW client segment.

+ Serve as a technical resource on the topics of wealth transfer and estate planning.

**Centers of Influence Relationship Building**

+ Collaborate and partner with other areas of the firm including the Center for Family Wealth DynamicsTM, trust and insurance specialists, lending, structured desk, etc.

Required Technical Skills

**Education / Degrees:**

+ Law degree or CPA license

+ Advanced degree or certification (e.g. LL.M, MST, PFS, CPWA) strongly preferred

+ Series 7, 63/65 or 66 required (or ability to obtain within 120 days)

**Work Experience:**

+ Prefer 5 years of private practice or planning experience for UHNW families and individuals. Would consider 3 years experience for exceptional candidates.

+ Previous experience in the financial services industry

+ In-depth experience with computer programs (e.g. Excel, Estate Planning Tools, BNA Estate & Gift Tax Planner, WealthTec, NumbersCruncher)


+ Solid tax and legal research skills.

+ Excellent communication and presentation skills

+ Travel - 15%

**Posting Date** : 09/12/2017

**Location** :

Chicago, IL, 540 W MADISON ST (IL4540),

- United States

**Travel** : Yes, 15% 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.

Share this job:

Associate Wealth Strategist Advisor Chicago, IL

Bank of America
Chicago, IL

Share this job

Associate Wealth Strategist Advisor Chicago, IL

Bank of America
Chicago, IL

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast