Wealth Planner

Bank of America

Bank of America

Athens, GA, USA · United States · Remote
Posted on Friday, February 23, 2024

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:
This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.


  • Leverages extensive financial data to identify possible solutions to meet client needs and goals

  • Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps

  • Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis

  • Engages with specialists and partners to address client needs and deliver solutions


  • Business Development

  • Client Investments Management

  • Portfolio Analysis

  • Portfolio Management

  • Wealth Planning

  • Causation Analysis

  • Client Management

  • Data Visualization

  • Risk Modeling

  • Trading and Investment Analysis

  • Investment Management

  • Referral Identification

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


1st shift (United States of America)

Hours Per Week: