Wealth Strategist

Bank of America

Private Wealth Strategist developing estate and wealth-transfer strategies for Merrill UHNW clients. Partnering with advisors on customized planning, presentations, and relationship retention.

Posted 8/12/2026full-timeHouston • Texas • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing wealth transfer strategies for ultra-high-net-worth individuals, with a strong focus on estate planning, tax law, and customized financial solutions. Proficient in legal research, writing, and client relationship management to enhance client retention and satisfaction.

Highest-signal resume keywords

Law Degree7 Years of Private Law Firm PracticeWealth Planning ExperienceSeries 7 and 66 LicensesBrentmark Estate Planning Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Transfer StrategiesEstate PlanningTax LawLegal ResearchLegal WritingClient SolicitationCustomized Planning StrategiesRisk ManagementRetirement PlanningGlobal Asset Allocation

Soft Skills

Critical ThinkingOral CommunicationPresentation SkillsActive ListeningCollaboration

Tools & Technologies

Microsoft Office SuiteBrentmark Estate Planning ToolsNumberCruncher

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Ultra-High-Net-Worth IndividualsTrusts and EstatesPhilanthropyBusiness SuccessionClient Retention

About the role

Key responsibilities & impact

Develop wealth transfer strategies for ultra-high-net-worth individuals and families with net worth of $50 million or more
Design, create, and deliver presentation pieces for client meetings and national events
Partner with Advisors or Relationship Managers in client solicitation efforts and wealth management strategy generation
Develop recommendations and assist Advisors or Relationship Managers with customized planning strategies
Advise on inter-generational wealth transfer, estate planning, concentrated-position diversification, philanthropy, business succession, global asset allocation, risk management, and retirement planning
Author whitepapers, articles, and other materials on topics affecting the UHNW client segment
Provide service to clients
Assist with retention of UHNW relationships

Requirements

What you’ll need

Law degree required
7 years of private law firm practice or similar experience in transfer taxation or trusts and estates
Planning experience for ultra-high-net-worth families and individuals
Strong tax, legal research, and legal writing skills
Series 7 and 66 licenses, or ability to obtain them within 120 days
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
Proficiency in Brentmark Estate Planning Tools (NumberCruncher)
Critical thinking, oral communication, presentation, active listening, collaboration, and written communication skills
Business development, wealth planning, pipeline management, issue management, prioritization, adaptability, attention to detail, and customer/client focus

Benefits

Comp & perks

In-office culture with role-specific flexibility
Opportunity to bring your whole self to work
Diversity and inclusive work community
1st shift schedule
40 hours per week