Wealth Strategies Advisor – Private Bank

Bank of America

Wealth Strategies Advisor role supporting Merrill advisors in financial planning and wealth transfer needs. Building relationships and developing strategies for high net worth clients in the U.S.

Posted 7/7/2026full-timeLos Angeles • California, Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $180,000 - $254,800 per yearWebsite

About the role

Key responsibilities & impact

supporting Merrill advisors with planning, personal philanthropy, and wealth transfer/tax minimization
building relationships with advisors and analyzing estate and financial information
developing planning strategies

Requirements

What you’ll need

5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients)
JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred

Benefits

Comp & perks

paid time off
resources and support to our employees

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Wealth TransferFinancial AnalysisPlanning Strategy Development

Soft Skills

Relationship BuildingAnalytical Skills

Certifications

JDCPAMBACFACIMACTFACFP