Bank of America
Executive Wealth Services Advisor
$177K–$300K
Boston +5 · Full-time · Posted Aug 27, 2026
- Location
- Boston
Miami
New York
Chicago
Los Angeles
Dallas - Experience
- Minimum 7 years of planning-related work experience desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Leads personalized wealth-planning relationships for senior executives, integrating company-specific compensation and benefits knowledge with financial, tax, estate, and investment planning.
What you'll do
- Serves as the primary contact and planning lead, managing engagements from discovery through ongoing relationship management.
- Develops tailored strategies covering executive compensation, equity, deferred compensation, retirement, tax, estate, and broader wealth needs.
- Coordinates with advisors and specialists, educates executives, and maintains compliance and client service standards.
What they ask for
- Advanced understanding of income taxation, stock options, insurance, investments, cash flow modeling, business entities, and business transitions.
- Advanced understanding of transfer taxes and tax-saving strategies, including irrevocable trusts, SIDGTs, and GST trusts.
- Advanced understanding of charitable and non-charitable split-interest trusts, including CRTs, CLTS, GRATs, and QPRTs.
- Word, Excel, PowerPoint, and various Wealth Strategy stochastic models and planning software such as WealthMaster.
Nice to have
- JD, CPA, or CFP desired.
- LLM, MST, or MBA (or in progress) a plus.
Pay
$177,000.00 - $300,000.00 annualized salary (base salary)
Tools
Word, Excel, PowerPoint, WealthMaster
Model-written summary · the original posting is authoritative