Bank of America
Wealth Planner
Leawood · Full-time · Posted Oct 7, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Works with Financial Advisor teams to analyze client data, develop and maintain financial plans, identify solutions, and coordinate with specialists to meet client goals.
What you'll do
- Analyze financial data to identify solutions for client needs and goals.
- Prepare for and attend client meetings to review plans, capture changes, and discuss next steps.
- Maintain client information and plans, and work with specialists and partners to deliver solutions.
What they ask for
- Series 7 and Series 63/65 or 66, or equivalent; must obtain the state registrations held by the Financial Advisor(s) and Advisor Team(s) supported.
- SAFE ACT Registration and ADV-2B.
- CFP® or CPWA® designation and/or maintain at least one firm-approved designation.
- Strong communication, relationship management, analytical, and financial planning skills.
Model-written summary · the original posting is authoritative