Bank of America
Senior Wealth Planner
$55K–$108K
Toms River · Senior · Full-time · Posted Oct 20, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Works with Financial Advisor teams to develop comprehensive financial plans, identify solutions for clients, and support business development.
What you'll do
- Analyze client financial data and prepare, present, and update plans in client meetings.
- Coach Wealth Planners and coordinate with specialists to address client needs and deliver planning solutions.
- Support Financial Advisors’ business development and expand wealth planning opportunities.
What they ask for
- Series 7 and Series 63/65 or 66 (or equivalent), plus required state registrations for the Advisor teams supported.
- SAFE Act registration and ADV-2B.
- CFP® or CPWA® designation, or obtain and maintain at least one firm-approved designation.
- Strong client communication, relationship management, analytical, and financial planning skills; thorough understanding of Wealth Management products and services.
Pay
$55,000.00 - $108,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative