Bank of America
Join to apply for the
Wealth Strategist
role at
Bank of America 2 days ago Be among the first 25 applicants Join to apply for the
Wealth Strategist
role at
Bank of America Get AI-powered advice on this job and more exclusive features. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$206,500.00/yr - $300,000.00/yr Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.
Core Responsibilities
Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals). Design, create and effectively deliver presentation pieces for client meetings and national events Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.
Skills:
Business Development Critical Thinking Oral Communications Presentation Skills Wealth Planning Active Listening Collaboration Customer and Client Focus Pipeline Management Written Communications Adaptability Attention to Detail Issue Management Prioritization
Desired Skills:
7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals Strong Tax, legal research and writing skills Series 7 & 66 or the ability to obtain these within 120 days Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)
Minimum Education Requirement:
Law degree required
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Pay and benefits information
Pay range
$206,500.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Bank of America by 2x Get notified about new Wealth Manager jobs in
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Wealth Strategist
role at
Bank of America 2 days ago Be among the first 25 applicants Join to apply for the
Wealth Strategist
role at
Bank of America Get AI-powered advice on this job and more exclusive features. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$206,500.00/yr - $300,000.00/yr Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.
Core Responsibilities
Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals). Design, create and effectively deliver presentation pieces for client meetings and national events Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.
Skills:
Business Development Critical Thinking Oral Communications Presentation Skills Wealth Planning Active Listening Collaboration Customer and Client Focus Pipeline Management Written Communications Adaptability Attention to Detail Issue Management Prioritization
Desired Skills:
7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals Strong Tax, legal research and writing skills Series 7 & 66 or the ability to obtain these within 120 days Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)
Minimum Education Requirement:
Law degree required
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Pay and benefits information
Pay range
$206,500.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Bank of America by 2x Get notified about new Wealth Manager jobs in
San Francisco, CA . San Francisco, CA $36,000.00-$125,000.00 3 weeks ago San Francisco, CA $100,000.00-$130,000.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco
San Francisco, CA $90,000.00-$100,000.00 2 weeks ago Walnut Creek, CA $39,000.00-$125,000.00 1 month ago San Francisco, CA $170,000.00-$300,000.00 5 days ago San Francisco, CA $135,000.00-$175,000.00 1 month ago Asset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice President
San Francisco, CA $85,000.00-$135,000.00 3 weeks ago Private Wealth Relationship Manager (FP)
San Francisco, CA $72,000.00-$100,000.00 1 day ago Family Office Advisor/Financial Planner (UHNW)
San Francisco, CA $122,535.00-$208,715.00 3 days ago Director, Investment Counselor - Citi Private Bank
San Ramon, CA $90,000.00-$100,000.00 2 weeks ago Wealth Relationship Manager - One California Citibank Center
San Francisco, CA $88,400.00-$132,600.00 2 weeks ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Wealth Relationship Manager - Pacific Heights
San Francisco, CA $88,400.00-$132,600.00 2 weeks ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Foster City, CA $135,000.00-$175,000.00 2 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr